More than ever, businesses are focusing on becoming process efficient and looking for ways to make their staff more productive. Sage CRM v7 delivers on these goals with a brand new interactive dashboard and other productivity-enhancing features. Sage CRM prides itself on its ease-of-use, ease-of-customisation and its fast, flexible deployment. The new features in Sage CRM v7 boost user productivity, drive CRM adoption across the organisation and further enhance the user and owner experience significantly.
Sage CRM v7 revolutionises how you manage your business and how your employees manage their day, thanks to the new Interactive Dashboard. The interactive dashboard delivers a rich and personalised user experience that boosts productivity and helps drive user adoption across the business. With the Sage CRM interactive dashboard, users can now manage all their activity from one place. This includes their calendar, their tasks, their lists as well as displaying web and RSS feeds, driving productivity throughout your organisation and enabling your staff to accomplish more from a tailored workspace that combines the information they use every day.
The interactive dashboard enables users to define their own personalised and intuitive workspace from a series of gadgets and web feeds ensuring that all content is relevant to their needs, enhancing the user experience and maximising the productivity of your staff. Using innovative drag and drop functionality, users can quickly and easily personalise the layout and the information displayed on the interactive dashboard, delivering an intuitive and convenient way to view and action items and reducing the need to switch between screens.
To further enhance the user experience, Sage CRM v7 comes with a New Look User Interface (UI), delivering a fresh, modern look and feel. Sage CRM comes with a choice of UIs, enabling the user to personalise the look and feel of Sage CRM to their own preference, driving user adoption across the organisation.
Sage CRM is now even faster to deploy with our new Active Directory Import feature in Sage CRM v7. This valuable feature enables businesses to set users up quicker by enabling the simple import of users into Sage CRM from your Windows® network. Facilitating standard network logons in Sage CRM increases the productivity of the IT department and reduces administrative overhead.
Sage CRM v7 is easier to use, deploy and customise than ever – from how users logon, to what users see on their dashboard; from how users manage their activities, to the look and feel they choose to display on their interface.
The Interactive Dashboard
Boost the productivity of your staff and your business with the Sage CRM Interactive
Dashboard
Want to get more done in your day and boost the productivity of your staff? Now you can with the Sage CRM Interactive Dashboard. The interactive dashboard is an intuitive and customisable workspace from which users can co-ordinate and manage their daily tasks and activities. Built on leading-edge AJAX web technology,
information can be displayed and personalised based on user preferences and the layout can be easily
customised thanks to its drag and drop capabilities. The interactive dashboard pulls information and feeds
from within Sage CRM, external websites and integrated Sage ERP systems in real-time so users have all the
information they need at their fingertips, without the need to switch screens.
The interactive dashboard delivers a rich, user-driven workspace and experience
- Enables users to control and action activity from a single workspace
- Enables users to customise the layout of dashboard gadgets using drag and drop capabilities
- Comes with a library of pre-installed roles-based dashboards for Sales,
Marketing, Customer Services and Management to deliver relevant content and immediate productivity gains to users and teams
- Offers businesses the option to create dashboard templates for each
department, individual or group of individuals for maximum flexibility
- Enables users to manage their sales pipeline, check stock control from
integrated Sage ERP systems, monitor industry news, manage their calendar and tasks, and monitor leads all from the same screen in real-time
- Integrates with LinkedIn®, offering users powerful networking opportunities
- Surfaces websites directly on to the dashboard through a website gadget, maximising relevant content
- Delivers users with a direct link to the Sage CRM Ecosystem of product add-ons and community forums for ease-of-use
- Empowers businesses with a single view of relevant and comprehensive information
for informed decision-making
- Enables users to define their own personalised and intuitive workspace ensuring that all content is relevant and appropriate to their needs
- Enhances the user experience and maximises the productivity of staff
- Gadgets can be dynamically linked enabling users to drill-down into customer
information without switching between screens.
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Benefits Snapshot
The new look and feel of Sage CRM v7 makes it easier to use and offers greater choice of interface designs, delivering greater personalisation options and helping drive user adoption across the organisation
The interactive dashboard enables users to manage their activities and tasks and display web and RSS feeds from a single workspace, driving productivity throughout the organisation.
Customised workspaces for teams can be created to ensure that the content is appropriate to their needs, delivering maximum flexibility and usability across the organisation.
Personalised workspaces can be created by individuals and content and layout can be customised for a rich, personalised user experience.
Staff can accomplish more thanks to a tailored workspace that combines the information they use the most every day.
The interactive dashboard delivers an intuitive and convenient way to view and action items from a single screen, reducing the need to switch between screens for maximum productivity.
Pre-installed dashboards by role for Sales, Marketing, Customer Service and Management are available out-of-the-box providing relevant content for each department on their desktop when they logon
RSS and website feeds deliver relevant and powerful content such as news headlines, blogs, news monitoring services and content summaries straight to the interactive dashboard. This allows users to opt-in to feeds that are relevant to their role.
Users can tap into the endless possibilities of social networking for instant knowledge about customers and networking opportunities through out-of-the-box integration with LinkedIn®. Users can extend this to other social media sites thanks to the website gadget on the interactive dashboard.
Users can get up and running quicker with the active directory import feature which imports users through a Windows® network to ensure rapid deployment.
Sage CRM v7 delivers increased IT productivity as well as a reduction in administrative overhead, as logons are standardised across the network ensuring ease-of-logon for users
New Look and Feel
Personalise the look and feel of your workspace
A new interface design has been launched with Sage CRM v7, delivering more options to users who wish to personalise Sage CRM.
The fresh new ‘Sage’ interface has been designed to complement the existing pre-configured user interface designs. This broader choice enables users to personalise Sage CRM based on their preferences, providing them with a customised user experience.
This added choice, coupled with the easy-to-use layout and navigation, helps drive user adoption across the organisation for maximum RoI.
Active Directory Import
Get users up and running faster with the active directory import feature.
This new Active Directory import feature in Sage CRM v7 allows
IT administrators to import a batch of users from your Windows®
network into Sage CRM quickly and easily. This speeds up deployment
time by enabling administrators to get users up and running faster.
User templates can be applied and passwords can be emailed quickly
and efficiently to users through Sage CRM. Businesses can keep
standard logons across the network which increases IT productivity
and reduces administrative overheads.
With the Active Directory import feature, Sage CRM can connect to an
Active Directory server that lists and controls network logons. Those
users within the directory are then not only filtered and imported easily
into Sage CRM but also have security, and profile rights automatically
assigned to them. |
