1. What’s New in Sage CRM 6.0 Jeff Richards
Education and Development Program Manager
Sage Technologies
Dublin
Web:
Blog:

2. 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.

3. 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

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

5. Coaching – New Splash Screen

6. Setup Wizard

7. On Screen Coaching

8. 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

9. Communication Search

10. New Find Options

11. Advanced Find

12. Keyword Searching

13. 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

15. Groups

16. Mass actions on groups

17. 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 s have been filed to CRM
Filing s sent from Outlook in CRM
Filing batches of s from Outlook to CRM
Ability to add global documents from CRM as attachments in Outlook

18. Attach CRM Docs to Outlook emails

19. 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

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

23. 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.

24. Field Level Security

25. 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

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

27. Q&A