User manual ACCPAC SAGECRM 6.2 BROCHURE

[. . . ] SageCRM for Sage Accpac Extended Enterprise Suite What's New in SageCRM v6. 2 Overview SageCRM version 6. 2 delivers a comprehensive range of new capabilities and enhancements that are designed to enrich the SageCRM user and ownership experience significantly. Users can now change the look and feel of their SageCRM installation through the use of the product's new Branding Toolkit capabilities. A number of preconfigured themes are supplied out-of-the-box with version 6. 2 and can be customized by administrators. [. . . ] Using the e-mail editor feature, e-mails can be previewed before they are sent to check that formatting appears correctly; ensuring professional-looking communications at all times. With the spell check facility, users can check the spelling of e-mails, in multiple languages if required, before they are sent; ensuring professional tone of communications at all times. SageCRM v6. 2 BeNeFITS OveRvIeW The Branding Toolkit enables system administrators to create a branding theme based on their corporate colors so that SageCRM matches their brand identity closely. With the Branding Toolkit, end-users can choose which themes they want to display on their interface using the preconfigured themes supplied or a new theme developed by the system administrator. The e-mail editor and spell check feature enables users to create mass e-mails to customers using enhanced formatting features or by copying HTML code. Branding Toolkit The SageCRM v6. 2 Branding Toolkit provides companies with the ability to change the look and feel of their installation. A number of preconfigured themes are supplied out-of-the-box and can be customized by system administrators. New themes can also be created from scratch. System administrators can also specify which theme is provided to users by default. Sage Green Theme Themes available to use out of-the-box: · Sage green · Neutral · Default (existing blue interface) Neutral Theme E-mail Editor and Spell Check SageCRM v6. 2 enables users to take full advantage of e-mail marketing for highly effective communication with customers and prospects. Developing mass e-mail communications for clients has never been easier using the newly enhanced e-mail editor and spell check facility. SageCRM users can now create more professional e-mails; using HTML code if required, to develop strong and effective e-mail communications for their clients. Users can even create e-mails in multiple languages! e-mail editor formatting features: · Bullet points and numbering · Built-in style · Word processor-like editing · Preview · In-window searching · Format clearing · Hyperlink and anchor editing · Enhanced layout design (mixing tables/columns and images) E-mail editor with spell check Related Entities SageCRM v6. 2 allows customers to create multiple relationships between primary entities, such as between a holding company and its subsidiary or between a supplier and its customer. This functionality also allows customers to create many-to-many relationships which can be represented graphically, such as companies and opportunities. Relationship types are defined by the system administrator between particular entities. This capability is particularly compelling for coordinating team selling activities into groups of companies. It can also be used by marketing departments to carry out highly specific segmentation for cross-selling programs. All relationships are graphically defined in the relationship tab and can be amended by clicking on the pencil icon. Other Enhancements Address Linking SageCRM v6. 2 introduces powerful new capabilities for address maintenance; making it easy to manage address details and updates for both new and existing contacts. Easy to manage and update company address records. About SageCRM Award-winning SageCRM delivers full suite CRM (comprising sales, marketing and customer service automation) and offers a broad range of functionality with a low TCO to small and mid-sized organizations globally. SageCRM equips sales, marketing and customer service teams with the tools they need to find new customers, close sales faster and build lasting, more profitable relationships across all channels. Regardless of how, when or where customers, partners and prospects choose to interact with your business, SageCRM provides a decisive advantage by delivering a comprehensive, easy-to-use system to manage these relationships. Thanks to its integration with Sage Accpac, the SageCRM front office is powered by data from the back office to give sales, marketing, customer service and other front office staff a true 360 degree view of customers across front and back office functions, differentiating it from many other CRM solutions in the market today. About Sage North America Sage North America is part of The Sage Group plc, a leading global supplier of business management software and services. [. . . ] Sage, the Sage logo and the product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc. , or its affiliated entities. All other trademarks are the property of their respective owners. 08-14983 01/09 13888 Wireless Way, Suite 120 Richmond, British Columbia V6V 0A3 www. SageAccpac. com | 1-800-945-8007 [. . . ]