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Sage CRM What’s New with Sage CRM 7.2 - Standalone

Sage CRM

What’s New withSage CRM 7.2 -Standalone


Agenda

7.2 On Premise Release

End User Features

Other Features

Technology Changes

Integrations Roadmap

On Premise Integration

2013 R1 Cloud Release

Smart Builder

Other End User Features

Cloud Update

Investments

Other additions


Sage CRM 7.2End User Features

Sage CRM Bootcamp 2013

Sage CRM 7.2 Feature Overview

Mobile CRM

– Sage CRM Sales Lite for the iPhone

– Sage CRM Sales Tracker for Windows 8

– Full support for the iPad OS

– Adds to our existing mobile features including Sage CRM for iPhone, iPad & Android devices

Social CRM

– Sage CRM for Facebook

– Adds to our existing social CRM features including Sage CRM for Twitter and LinkedIn

Smarter Business

Reporting

– Enhanced reporting functionality including cloning and alphabetising of reports

– Improved user-based reporting security

Business Wide

Collaboration

– Sage CRM Collaboration powered by Yammer

– Business collaboration for individual users and teams of users allowing them to collaborate with Yammer Groups, across records using Yammer Topics



Sage CRM 7.2Mobile Features

– iPhone App – Sage CRM Sales Lite

– Windows 8 App – Sage CRM Sales Tracker

– End user support for the iPad OS

– Ability to switch between optimised UI and full screen browsing



Sage CRMMobile CRM Made Simple

Our new mobile apps

at a glance...

Sage CRM Sales LiteFor sales users on the road

who need up-to-date information on their phone, even when out of coverage. Sage CRM Sales Lite gives users mobile access to their Sage CRM data, tasks and

appointments, and integrates the iPhone

allowing users to track and log outbound calls, email

and SMS activities

Sage CRM Sales

TrackerSage CRM Sales Tracker for Windows 8 gives users access to their Sage CRM

company, person & opportunity records from their Windows 8 Tablet device. Users can even

build a watch list of opportunities key to their

pipeline. Sage CRM Sales Tracker can also be

accessed via a Windows 8 PC.



Sage CRM 7.2For Facebook

– Light Facebook Integration

– View Company or Person Facebook details on the Person and Company screens

– Facebook Search on the Dashboard

Features Include:



Sage CRM 7.2Business Collaboration

– Business Collaboration for individual users and teams of users

– Collaborate with Yammer Groups

– Yammer feed in My CRM work area

– Collaborate across records using Yammer Topics

– Yammer feed will be available for Companies in Sage CRM

Features Include:



Sage CRM 7.2Smarter Reporting

– Clone Reports

– Manage export on Reports for greater security

– All charts generated in HTML5 – Flash not required

– New chart types

– Fusion widgets for further reporting customisations

Features Include:



Sage CRM 7.2User Experience Enhancements

Notifications

• On screen notifications no longer interrupt user

• New notifications area at the top of the screen – with an icon that flags any active notifications.

• Expand / hide notifications and snooze or dismiss

Browser Buttons

• Browser forward and back buttons now supported

Online Help

• Improved Navigation and Search

• HTML 5



Sage CRM 7.2Technology Changes


Sage CRM 7.2Technology Changes

Implementation Enhancements

• JRE Bundled with Sage CRM

• IIS URL Re-writer for IIS 7

12

SMART UI

• jQuery

• HTML 5

• Kendo web UI Framework

Latest Fusion Widgets Library

• Latest version of the charts

• New Library of widgets available for customizations

Use native SQL identity management

• Improve performance

• Reduce code complexity

• Increase scalability



Sage CRM 7.2Features

Mobile

• Sage CRM Sales Lite for iPhone

• Sage CRM Sales Tracker for Windows 8

• Support for end user browsing on iPad OS

Social

• Sage CRM for Facebook

Collaboration

• Business Collaboration powered by Yammer

User Experience

• Reporting

• Notifications

• Online Help



7.2 Supported Software

Updates

Dropping support for• Solo• SQL 2005• IE 7 and 8• Windows Vista• Windows XP• Citrix 5.0• Microsoft Windows 2003 Server R2• Microsoft Windows 2008 Server

Microsoft SQL 2008 (Enterprise and Standard Editions) ** Note: continue to support 2008 R2

• IIS 6 (Windows Server 2008 ships with IIS 7)

Add Support for• Windows 8 / IE 10 compatibility mode

(7.1g)• Windows Server 2012 (7.1g)• iPad OS (end user browsing on iPad)• Citrix 6.0• IE 9 64 bit (note, no Chrome / Firefox

64 bit)• IIS 8 (7.1g)

Post 7.2 Additions (7.2a TBC)• Office 2013 for OTL Plugin • Exchange 2013

• IE 10 (full)

Software Support Matrix https://community.sagecrm.com/user_community/m/72_documentation/25765.aspx



Sage CRM Integrations Roadmap


Sage CRM 7.2 On Premise Integrations

– Sage 100 ERP (coming soon!)

– Sage 300 ERP (coming soon!)

– Officeline

– Murano

– Sage 1000

– Sage ERP X3Currently in beta

Launched in Berlin in March 2013!

Different route to market



Sage CRM

Evolution


Agenda

Evolution Vision

• Product Vision

• UI and UX

• Social

• Mobile

• Customization

• Cloud

Architecture Vision

• Architecture

Progress to Date

• Product

• Technology

Strategy for Execution

• Plans


Sage CRM At the heart of integrated business...

Informative People

Effective Processes

Invaluable Technology

Increased Productivity

Satisfied Customers

Reduced Costs



EvolutionProduct Vision


EvolutionProduct Vision

• UI & UX

• Mobile

• Social

• Customisation

• Cloud



EvolutionUser Interface & User Experience




Navigation

Look & Feel



Visualisation of data

Carrying out actions inline


Product VisionMobile

Short to Medium Term

• Build out existing Native apps

• Different User Personas

• Increased functionality

• Support additional devices

• Enhanced Integrated Experience

Longer Term

– Mobile for evolution

– Responsive design

– Optimised themes no longer required



Product VisionSocial CRM

• Social CRM is a growing trend

• Sage CRM is evolving to become more social

• Building Evolution product with social in mind with the aim of helping our customers add value to their business

• Big focus on Collaboration (leveraging Business Collaboration features and SelfService)

• Focus on SMB requirements - free, lite, add-ons

• Maintain and enhance our existing social media integrations



Product VisionCustomization

• Codeless Customization

• Build Modules / Customize existing modules

• Smart API for complex customizations and third-party Integrations

• Smart API leveraged by Sage CRM to build out Evolution feature set

Create modules in 5 simple steps…



Product VisionCloud first Strategy

Cloud first Strategy

Rapid roll out of Evolution

SaaS 38% of the CRM market’s total software revenue in 2015, over $6 billion (Gartner)

SaaS 50% of the overall CRM market by 2020 (ISM)

SaaS-based CRM will grow twice as fast as on-premise CRM solutions

SaaS CRM market for SMBs set to undergo double-digit year-over-year growth between 2010 and 2015



EvolutionStrategy and Execution


• Rapid roll out on Cloud followed by On-Premise

v7.2

7.2 v7.3

2013 R1 2013 R2 2014 R1/R2

Sage CRM R1 2015Sage CRM

v7.1 SP2

Sage CRM

R1 2015

Strategy and ExecutionCloud First Strategy

7.2 SP1



Strategy and ExecutionKey Takeaways

• Lots of progress made to date

• Next Steps Under Way – Smart Builder and Smart UI for Vertical slice of the application

• Tangible plan to do this with milestones

• Opportunity for rapid rollout on Cloud

• Clear vision of the future



Sage CRM 7.2Implementation Enhancements


Sage CRM 7.2Implementation Enhancements

Bundling JRE (Java Runtime Engine)

• JRE will be bundled and unpacked to Sage\CRM\Services\JRE (1 instance for all CRMs)

• The JRE will not be installed as such so it has no registry entries. The CRM tomcat service will be installed to use this. Installing/updating other JRE’s on the same machine should have no effect on CRM.

• The zip file that will be unpacked will be located in the following folder on the CD …Sage\CRM\Utils\EN\JRE

JWC passwords in registry

• JWC passwords now accessible from registry

• No need to change from different places

IIS URL Rewrite

• The Application Request Routing extension for Microsoft IIS is installed

• The package includes:• Microsoft URL Rewrite Module for IIS 7

• Microsoft Web Farm Management for IIS 7

• Microsoft Application Request Routing for IIS 7



See for yourself the difference that Sage CRM could make to your business

www.sagecrm.com

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