What’s New in Sage CRM v6
Sage CRM v6 features even better CRM functionality, making Sage CRM easier to use than ever before. The all new Training and Coaching area provides step by step instructions to users on how to get started with Sage CRM. It also helps them to use the application as they work their way through it, making Sage CRM the most user friendly and intuitive CRM product available today. Usability has also been enhanced through simplified Field Level Security, code-free territory management and realignment, improved data segmentation and an even more powerful search engine.
| Feature |
Detail |
Benefit |
| Training and Coaching |
Sage CRM now offers a Welcome Tab and on-screen coaching along with a suite of movies to compliment our documentation.
User and administration wizards assist with setting preferences.
Quick tips on recurring themes educate users as they use Sage CRM.
Educational coaching captions throughout the solution ensure that users are aware of what they are working on at all times.
Links to documentation for users and administrators ensure that relevant information is accessible and useful at all times. |
Enhances the user experience, makes it more intuitive and user friendly and results in more efficient users.
Reduces adoption and deployment times through education.
Eliminates confusion and intimidation as it fosters a culture of learning.
|
| Advanced Find |
Sage
CRM v6 contains a flexible and powerful Advanced Search engine. It is
now possible to search for communications and by keywords. The entire
Find interface has been redesigned to improve usability even further.
Advanced Find also supports nested statements so “and/or” searches can be conducted.
Users can now build their own search queries by specifying fields and
values with the Advanced Query functionality which means that searches
can be conducted against the data in reports.
|
Provides
users with the ability to find information easily and speedily, enables
them to work faster and be more productive with easier access to
information and state of the art search functionality.
|
| Data Segmentation and Groups |
New Data Segmentation functionalities and a new Groups tab within My CRM have been launched with Sage CRM v6.
In Sage CRM, Groups are sets of companies, people, opportunities, etc.
The Groups functionality is intended to provide users with the ability
to organise these records based on common characteristics.
Users can work with the Groups from a central point, or from other
areas in the system and have the ability to perform actions including
mailers, mass emails, alerts, mail merges and mass record updates. Sage
CRM now has the ability to hold both static and dynamic groups which
can remain unchanged or be automatically updated.
|
Makes Groups available through My CRM and means users and marketing personnel alike can access these lists.
Mass Updates allow users to update Group records in one easy step.
Enables better data segmentation for use by Sales or Marketing in marketing campaigns.
Records can be added to Groups so there is no need to go back and rebuild them.
|
| Territory Management and Realignment |
V6
of Sage CRM features an improved, more flexible Territory Tree. Moving
and/or merging territories can be done easily via the Administration
area. |
Offers a simplified code-free way to manage and realign territories.
|
| Simplified Field Level Security |
Sage CRM v6 has made Field Level Security even more simple and convenient to use by removing the requirement for code.
Security on fields is now applied using checkboxes on a once off basis
at the Field Level, rather than at the screen level, and can be applied
to users, teams or profiles.
Field Level Security applies security throughout the product including screens, lists, reports and so on.
|
This
feature improves the usability of the product’s security restrictions
while simultaneously ensuring that the product remains secure.
|
The new and enhanced features in Sage CRM v6 combine to make Sage CRM even more easy to use and intuitive than before, delivering best in class CRM to you and your business.
