What’s New in Sage CRM 6.0 Jeff Richards Education and Development Program Manager Sage Technologies Dublin Email:Jeff.richards@sage.com Web: http://dpp.sagecrm.com Blog: http://sagecrmtraining.blogspot.com

Please note that while the slides refer to Sage CRM, CRM, or the CRM system throughout, all functionality covered is also relevant to Sage CRM, Sage Accpac CRM, and Softline ACCPAC CRM.

New Features in v6 New Training/Coaching Functionality New Search Functionality Group Functionality New Features in Outlook Integration Enhanced Territory Management and Realignment Mass Update and Update Territory Simplified Field Level Security Enhanced CTI Integration Usability Enhancements

New Coaching Functionality The following new coaching features are available in CRM: New Quick Start Tab On-Screen Coaching

Coaching – New Splash Screen

Setup Wizard

On Screen Coaching

New Search Functionality The following new Search Functionality is available in CRM: Searching for Communications Searching on Numeric Fields Advanced Find - Query Search Using Advanced Find when creating Reports

Communication Search

New Find Options

Advanced Find

Keyword Searching

Group Functionality Creating Groups Controlling access to Groups The following features are new to CRM: Creating Groups Controlling access to Groups Groups replace Target Lists in Marketing Creating a Group based on a Main Entity Search Adding a Main Entity to a Group Adding Multiple Records to a Group

Groups

Mass actions on groups

New Features in Outlook Integration The following features are new to the Outlook Integration CRM: Ability to create a new company for an Outlook contact when adding it to CRM Deduplication available when adding Outlook Contacts to CRM Ability to see which emails have been filed to CRM Filing emails sent from Outlook in CRM Filing batches of emails from Outlook to CRM Ability to add global documents from CRM as email attachments in Outlook

Attach CRM Docs to Outlook emails

Enhanced Territory Management The following features are new to the Territory Management functionality of CRM: Improved Territory Administration interface Ability to add more territories with rebalancing Ability to move territories in a structure Ability to merge territories in a structure Move records from one territory to another in a single process

Mass Update The new Mass Update feature allows users to: Update shared fields in multiple records in a single process

Simplified Field Level Security The new features for Field Definition of CRM are: Simplified code-free approach to defining access to fields for different users Capacity to specify read and write access to fields at the level of an individual user, a team or profile.

Field Level Security

Enhanced CTI Integration CTI has been enhanced to include: Expanded compatibility with computer telephony protocols The facility for administrators to specify different screens to be displayed when users handle an inbound call

Usability Enhancements There are Usability Enhancements including: Enhanced Graphics Consistency throughout the application

Q&A