Enhancing Productivity. Enabling Success. Sage CRM 7.2 Enhancing Productivity. Enabling Success.

Launching… Sage CRM 7.2 Sage CRM 7.2 has been designed to support busy, growing businesses who want to foster internal collaboration, increase sales team productivity and drive business wide efficiency.

New Features… To Support Your Teams Award winning CRM software to manage critical sales, marketing and customer services activities every day. Sales The only place you’ll need to look for everything you need to know about prospects and customers in the office or on the road. Marketing Generate more leads through highly targeted campaigns. Customer Service Manage every element of your customer relationships with ease.

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

What… Does This Mean For Your Business Mobile CRM Enhance sales team productivity with two new sales apps Improved responsiveness to customer queries from sales teams Social CRM Instant information about customers and prospects using Social CRM Increased speed in accessing the right information Smarter Reporting Faster, secure, customised reports, quickly populated with the latest CRM information. At-a-glance business insight and informed decision-making Business Collaboration Drive employee collaboration and knowledge exchange Increase employee engagement through shared information

Mobile CRM Featuring 2 new mobile apps driving sales team productivity sagecrm.com/trial

Empower your Sales Team… With Mobile CRM Did you know… By 2016, more than 1.6 billion smart mobile devices will be purchased globally. Two-thirds of the mobile workforce will own a smartphone, and 40% of the workforce will be mobile. Two years from now, 20% of sales organisations will use tablets as the primary mobile platform for their field sales force. By 2018, 70% of mobile workers will use a tablet or a hybrid device that has tablet-like characteristics. By 2014, 82% of organisations will have a mobile work style strategy in place and that 62% currently employ one Business need to adopt these technologies to enable mobile workers be more effective in their jobs

Sage CRM 7.2 Mobile Features iPhone App – Sage CRM Sales Lite Windows 8 App – Sage CRM Sales Tracker Full support for the iPad OS Ability to switch between optimised UI and full screen browsing

Sage CRM Mobile CRM Made Simple Our new mobile apps at a glance... Sage CRM Sales Tracker Sage 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 Sales Lite For 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

New Sage CRM iPhone App Sage CRM Sales Lite for iPhone Features Include: Access vital customer information even when out of coverage. Read-only offline access to People and Opportunities Read-only access to Tasks and Appointments Native iPhone Integration: Ability to track and log outbound calls, email and SMS activities Read-only access to History / Favourites (Opportunities and Communications) Integration with native iPhone maps to track sales appointments Ability to add Notes and Photos to Contacts and Opportunities

New Windows 8 App Sage CRM Sales Tracker for Windows8 Features Include: Download Company, Person and Opportunity records to their Windows Tablet device View their Opportunities displayed in a pie chart broken down by stage View a list of the most recently added Opportunities, Companies and People that have access to. Build a Watch list - a list of opportunities, company and person records that are key to their pipeline. Drill down to record details to get a full picture of the opportunity they are working with

Sage CRM 7.2 Mobile Features Benefits Snapshot Key customer information at your fingertips, with access to real-time information when on the road enabling more effective selling Timely input of accurate customer data when on the road (no need to update when back in the office) Improved responsiveness to customer queries from sales teams Enable your sales teams to manage routine tasks and better serve their customers by providing them with an enhanced sales experience where they can deliver real time information, answers and results. Native integration with the iPhone delivering a rich, familiar interface Ability to switch between optimised iPad UI and full screen browsing, offering increased choice for better mobile adoption

Social CRM Sage CRM for Facebook complimenting the existing LinkedIn & Twitter Features

Social CRM The Statistics Social media revenue worldwide is expected to reach $34 billion by 2016 (Gartner) By 2016, more than 1.5 billion people will use social networks, an increase of 57% from 2011 (Gartner) Facebook has 1.06 billion monthly active users (Jeff Bullas) An average Facebook user has 130 friends (All Twitter) LinkedIn has 161 million members in 200 countries (All Twitter) Every second, two new members join LinkedIn (All Twitter) 53% of people on Twitter mention products and/or services in their tweets (Qualman 34% of marketers have generated leads on Twitter (HuffingtonPost) 31% of consumers read online reviews before making a purchasing decision

Sage CRM For Facebook Features Include: Light Facebook Integration View Company or Person Facebook details on the Person and Company screens Facebook Search on the Dashboard

Sage CRM 7.2 Sage CRM for Facebook Benefits Snapshot Brings customers’ Facebook profiles inside the customer CRM account giving you the information you need without leaving Sage CRM Instant information about customers and prospects - associate Facebook profiles with prospect accounts for more detailed information Better understand your customer base & recognise strong customers who can carry and share your messaging to their extended networks Obtain more relevant information for greater assessment of your opportunities Use this new found information to better understand the prospect you are pitching to, therefore helping you better customise the sales pitch to the potential customer Increased speed in accessing the right information Increased visibility on customer and prospect account information

Compliments Our Existing Social CRM Solutions Sage CRM for Twitter Sage CRM for LinkedIn The Sage CRM Twitter integration enables you to efficiently establish, track, and respond to Twitter communication traffic in real time, and can be used for a variety of critical marketing and customer relationship requirements LinkedIn integration within Sage CRM enables you to efficiently build a professional network of possible customers and partners, as well as providing sales teams with valuable insight into prospective customers. 

Company wide collaboration Powered by the all new Sage CRM for Yammer feature sagecrm.com/trial

Business Collaboration Powered by Yammer Features Include: 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

Sage CRM 7.2 Business Collaboration Benefits Snapshot Drive productivity through better team collaboration Sales managers can obtain better insight into team performance and the largest deals through employee conversations Monitor changes taking place across opportunities in the sales pipeline Better visibility and performance monitoring Increase employee engagement through shared information Facilitate peer-to-peer learning through quick and easy collaboration Digitally merge the geographic barriers keeping teams apart with web based collaboration

Smarter Reporting Available through our new reporting features

Sage CRM 7.2 Smarter Reporting Features Include: Clone Reports Manage export on Reports for greater security All charts generated in HTML5 – Flash not required New chart types Full access to Fusion charts for further reporting customisations

Sage CRM 7.2 Smarter Reporting Benefits Snapshot Faster, secure, customised reports, quickly populated with the latest CRM information Rich new graphic charts and report cloning capabilities enable users to quickly create visual reports with interactive graphs Save time and increase efficiencies with new clone reports functionality At-a-glance business insight and informed decision-making.

Sage CRM & Sage ERP X3 Powerful Integrated CRM sagecrm.com/trial

Sage CRM & Sage ERP X3 Integration Features Include: Light synchronisation for high performance and stability Range of Real time data views (RTDVs) available for instant access to key company information including: Sales Quotes Sales Orders Deliveries Sales Invoices Credits Payments Direct access to quote, order, invoice and sales credit information from X3 into the hands of Sage CRM users. Opportunity for BPs to leverage the Sage ERP X3 web services capability to develop deeper integration

Positioning… Sage ERP X3 CRM & Sage CRM Sage ERP X3 CRM Core Features Sage CRM Advanced Features Support existing customers (customer care, support, helpdesk….) Full contact management system Support Sales Management (KPI’s, dynamic reports…) Businesses that earn the majority of their revenue from contracts Lead to cash full process integration Advanced Marketing capabilities (e.g. Email Marketing) Advanced queries capabilities (profiling, segmentation and scoring…) Great Mobility (SFA) & BYOD compliant CRM Customer Portal Advanced analytical tools & proactive customer processes related automation Advanced collaborative functions +

Sage CRM & Sage ERP X3 Benefits Snapshot Clean data across the entire business Real-time data views help create a complete view of the customer Better Business Insight Bring together isolated information creating a single, customer centric view

Sage CRM 7.2 Sage CRM & Sage ERP X3 Benefits Snapshot Helping build better, longer lasting relationships with customers Helps drive productivity across your entire business Improve communication across departments, enabling access to accurate and comprehensive information that delivers a full customer view Improved customer communication, and improved customer loyalty through the delivery of excellent customer service

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