Sage Software announces SageCRM V6

Sage Software recently announced the latest version of its award-winning customer relationship management (CRM) solution, SageCRM v6, for small and mid-sized businesses (SMBs). SageCRM delivers a feature-rich and customizable suite of sales, marketing and customer support capabilities through a Web-based architecture that allows users the freedom to choose flexible deployment options including on-premises, on-demand and wireless. Version 6 introduces new user training tools including instructional feature tours and on-screen coaching, new data management features including expanded search queries and grouping functionality, and enhanced system administration capabilities.

SageCRM v6 User Enhancements

A new Quick Start tab provides access to on-screen training and coaching tools including instructional videos, user preference setup wizards, feature summary captions and quick tips that assist users as they navigate SageCRM.

An advanced search engine includes a redesigned interface that can now search for keywords within communications such as e-mails and phone logs. Advance query building supports “and/or” searches and allows users to specify search fields and values.

New data segmentation capabilities allow users to create static or dynamically updated groups that can contain people, companies, opportunities and other data categories to better organize and automatically update records based on common characteristics.

Enhanced Microsoft® Outlook® integration allows SageCRM to be used within the Outlook folder navigation pane or via a SageCRM toolbar in Outlook. A new company record can be created in SageCRM when adding a contact to Outlook, while also checking for duplicate records. Users can file individual e-mails or batches of e-mails sent from Outlook in SageCRM and attach global documents in new Outlook e-mails.

SageCRM v6 Administration Enhancements

Enhanced SageCRM v6 system administration capabilities include an improved territory tree for moving records from one sales territory to another and for merging sales territories. Shared data fields and multiple records can be updated in a single step.

Simplified field-level security throughout the product requires no coding and can be applied using checkboxes for granting or restricting data access for individual users, specific user type profiles and teams.

SageCRM v6 also adds support for the telephony server application programming interface (TSAPI) and for computer-supported telecommunications applications (CSTA).

SageCRM goes Mobile

SageCRM makes it easy for the sales force and road warriors to stay productive even when out of the office.

Wireless PDA Access
The benefits of real-time access to your CRM solution and database are numerous and can have a positive impact on your business performance and profits. Wireless connectivity with enhanced support for Personal Digital Assistant (PDA) devices using the Microsoft Windows Mobile operating system brings real-time data to your fingertips - anywhere, anytime.

With online Internet access, PDA users such as field sales representatives can stay connected for real-time access, with a full range of functions accessible, enabling staff to view reports, and update contacts and sales opportunities. They also can continue to qualify leads, track customer issues, and manage tasks and calendars.

Wireless PDA access to your CRM solution simply makes you more productive, increasing productivity while reducing costs.

Benefits of remote access include:

  • Access important account, contact, and history information
  • Maximize time while traveling
  • Cultivate stronger sales relationships
  • Improve customer service
  • Update account information
  • Add key account data
  • Schedule activities and appointments
  • Synchronize information at a later point in time
  • And much more!

Offline Synchronization
A comprehensive CRM solution enables organizations to guarantee their sales, marketing, and customer care professionals have fast, up-to-date access to critical data - regardless of where these employees are located. Even when not connected to a network, mobile users can work offline and later synchronize with the central server, using the optional Offline Synchronization feature.

As a result, Offline Synchronization simply makes your field sales, marketing, and service personnel more productive and efficient because they can work anytime, anywhere regardless of connectivity. Offline Synchronization is also cost effective since end users can install the offline client by downloading it directly from SageCRM, without requiring additional software such as Microsoft Internet Information Services (IIS) or Microsoft SQL Server Desktop Engine (MSDE).

Benefits of Offline Synchronization include:

  • Access important account, contact, and history information
  • Maximize time while traveling
  • Cultivate stronger sales relationships
  • Improve customer service
  • Update account information
  • Add key account data
  • Schedule activities and appointments
  • Synchronize information at a later point in time

Learn more:

Whats new in SageCRM V6

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Sage Accpac Alerts Server 5.4:  Unlocking Information in Sage Accpac ERP

We are happy to announce the release of the Sage Accpac Alerts Server version 5.4. The Alerts Server unlocks the information in your corporate database and delivers information from Sage Accpac to create highly responsive, proactive, customer-facing organizations. Alerts enhance communications from your company’s back-office, front-office, and e-commerce systems by monitoring data fields for a significant activity. The program automatically communicates specified activities to appropriate customers, employees, or business partners.

Lite version:  A “lite” version of the Alerts Server, including five free alerts, is installed with Sage Accpac 5.4 System Manager as part of the Phase II Service Pack. The free alerts include a New Customer Welcome Alert and a Past Due Receivables Over “N” Amount Alert. Customers who purchase the full Alerts Server product receive 20 additional alerts which can be customized or used as-is, plus the ability to create an unlimited number of additional alerts.

New functionality:  There are a number of new features in the Alerts Server. The Process Manager has been enhanced to provide a Process Summary of a selected process. The summary shows step descriptions, scheduling options, and step conditions in an easy-to-read report format. Also, the Query Builder has been enhanced to allow insertion of Custom Fields. A complete list of new features as well as a description of all of the alerts included can be found on the Alerts Server