Continue reading »]]> The top-five, must-see exhibitor booths at Sage Summit.

Business technology is constantly evolving. Sage Summit is the event to attend if you want to see it all. The Sage Summit 2012 trade show will attract top technology providers exhibiting a wide range of solutions—including cloud technologies, connected web services, mobile technologies, reporting and analytics solutions, and much more.

With over 200 booths at the Sage Summit trade show, narrowing down the choices is tricky. You’ll have access to loads of companies that can help you improve your business, so make sure to preview the full list of exhibitors. With that said, here are five booths that you’ll definitely want to make a point to visit:

1. 1.     Sage. Make a beeline for the Sage booth and see what’s new and what’s coming for your Sage solution. Connect with product experts. Ask questions. Make suggestions. Get the inside scoop!

1. 2.     <insert exhibitor name>

1. 3.     <insert exhibitor name>

1. 4.     <insert exhibitor name>

1. 5.     <insert exhibitor name>

Sage Summit takes place August 14–17. Find the complete details at SageSummit.com. And remember, you’ll save $100 when you register by the May 31 early-bird deadline.

See you on the exhibit hall floor!

Continue reading »]]> Why your professional circle is about to get a whole lot bigger.

Making face-to-face connections with people from your field can have a tremendously positive effect on your business, your career, and your life. But does the idea of live networking send a shiver down your spine? Have you ever attended a live networking event and felt overwhelmed by all the chaos?

Welcome to a place where networking actually works.
Welcome to Sage City.

Sage recently announced a radical new networking event that will take place at Sage Summit 2012. It’s called Sage City. The event combines all the best aspects of networking—including structured topics, small groups, and social media tools—into one organized and collaborative meet-up.

The idea is to bring like-minded professionals together into small group “villages” in which conference attendees can rally around shared business concerns and challenges. Village mayors will help form small groups and break the ice. Sage will post the outcomes and takeaways from these small groups on social media and chat walls for further discussion and consideration by other attendees.

What’s best about Sage City is that all the discussion is attendee driven. When you sign up for the conference, you’ll input the challenges you’d like to solve or the main concerns you’re facing in your job. When you get to the conference, it will be easy to connect with people you can relate to.

It sounds like a remarkably easy and efficient way to build your network. No more wandering through a sea of people trying to make a real connection with someone from your field.

Sage Summit takes place August 14–17. Find the complete details at SageSummit.com. And remember, you’ll save $100 when you register by the May 31 early-bird deadline.

Continue reading »]]> Five reasons Sage Summit 2012 is a can’t-miss.

There’s one conference this year that has it all, and you’re invited to be part of it. Here are five reasons to break away from the daily grind and attend Sage Summit August 14–17, 2012.

1. You’ll make valuable connections. Sage Summit offers numerous opportunities to make new contacts, including the all-new Sage City, which is a radically different approach to live networking. You’ll meet accomplished people from your field with unique experiences and skills to share.

1. You’ll learn how to get more out of your Sage solution. The Sage experts and product designers will teach you valuable tricks and techniques that can save you time and make you even more essential for your company.

1. You’ll see what’s new in business technology. Like no other conference, Sage Summit brings forth a roster of exhibitors that can help your business solve challenges, speed processes, and make things run more efficiently.

1. You’ll solve real business problems. Hear from thought leaders, subject matter experts, and experienced product users who can explain how they solved similar problems. It’s a great way to learn what works and what doesn’t.

1. 5.     You’ll become a force for change in your business. Walk away from Sage Summit with new skills, actionable ideas, up-to-date knowledge about trends, and whole crew of new contacts to back you up.

Find the complete details at SageSummit.com. And remember, you’ll save $100 when you register by the May 31early-bird deadline.

Continue reading »]]> Top 5 Reasons to Purchase / Upgrade to Sage CRM v7.1

1. Unleash the power of Sage E-marketing

• Over 90 attention-grabbing templates out-of-the-box
• Smart-sending features
• Automated drip marketing campaigns
• Open, click and bounce rate tracking
• Simple 3-step wizard for rapid execution
• Integrated telesales follow-up

2. Maximise the effectiveness of every marketing campaign with Sage CRM Total Campaign Management

• Multi-channel campaign management
• Campaign cloning
• Full campaign workflow
• Document store and share
• Budget over-run alerts
• In-call data modification

3. Access the right information at the right time regardless of device or location thanks to Sage CRM Communications Management

• Real-time synchronisation between Sage CRM and MS Exchange for seamless calendar management
• Bi-directional updates of appointments, tasks and contacts on your smartphone
• Centralised meeting management
• Full response management
• Works with any mobile device
• Can be set up by administrators quickly and easily

4. Get your data, how you want it, when you want it with the Sage CRM Interactive Dashboard

• Multiple information sources – single screen
• Real-time data drill down
• Customisable dashboards with flexible gadget sizing and positioning
• Bespoke company dashboards for key accounts
• Roles-based dashboards out-of-the-box

5. Get at-a-glance business insight with new reports charts in Sage CRM v7.1

• Impactful visual charts
• Enhanced graphical analysis
• Quick and easy to create

Continue reading »]]> Benefits of Sage CRM
Sales Force Automation

• What – Sage CRM Sales Force Automation enables easy access to and management of all current and historical account details, activities and opportunities and automates lead distribution in your organisation. Point-and-click reporting and graphs offer sales teams access to real-time data for pipeline analysis and evaluation, while the related entities feature allows sales teams to identify opportunities through linking of customer relationships. Through Sage CRM‟s out-of-the-box integration with Sage ERP applications, sales staff benefit from powerful financial information to better manage customers and prospects quickly and in real-time e.g. accurate pricing for quotes and orders or fulfilment data. Sage CRM comes with an interactive sales dashboard out-of-the-box which can be personalised and customised. Sales users can create bespoke company dashboards for their key accounts for focused account management.
• Why – Allows sales teams to effectively manage, forecast and report on all phases of the sales cycle; gives sales staff a true 360 degree view of the customer across front- and back- office systems for better account management.

Marketing Automation

• What – Sage CRM Marketing Automation enables scheduling and tracking of marketing activities within a campaign and makes every detail of each campaign visible. This eliminates guesswork and ensures that marketing resources are consistently optimised. Sage E-marketing for Sage CRM enables users to create and execute email marketing campaigns based on a wide range of high quality templates to customers and prospects. Each campaign can be tracked and monitored to analyse effectiveness and RoI at each stage. Successful campaigns can be cloned for use in future marketing campaign activity and also shared with teams for maximum collaboration. Marketing budgets can be easily controlled and monitored for pinpoint budget management. Sage CRM comes with an interactive marketing dashboard out-of-the-box which can be personalised and customised.
• Why – Improves marketing campaign management and decision making; enables e-marketing campaigns to be executed quickly and easily; enables easy and accurate measurement of marketing RoI.

Customer Service Automation

• What – With Sage CRM Customer Service Automation, it is possible to build and effectively manage lasting customer relationships. Sage CRM provides real-time access to relevant customer data including purchase history, details of calls and escalations, interactions, multiple contacts, support cases, e-mail and documents sent and received, sales opportunities, and can automate escalation processes via the Sage CRM workflow. When integrated, front- and back-office customer data provides a complete 360 degree of every customer interaction. Greater linkage between revenues and SLAs ensure that customers get an appropriate and consistent level of service every time. Sage CRM comes with an interactive customer service dashboard out-of-the-box which can be personalised and customised.
• Why – Empowers your organisation with critical information to build and support long-term customer satisfaction and loyalty; maximises every customer interaction and experience; ensures no customer issues fall through the cracks.

Interactive Dashboard

• What – Sage CRM‟s powerful Interactive Dashboard is an intuitive and customisable workspace from which users co-ordinate and manage all their daily tasks and activities. Built on leading-edge AJAX technology, information is pulled from inside Sage CRM, from websites and from integrated Sage ERP applications and displayed on the dashboard. The content and layout can be customised and personalised using drag and drop capabilities, delivering a rich, personalised user experience. Users can view multiple information about a customer at the one time enabling users to provide a quicker response to customer queries. The Sage CRM Interactive Dashboard comes with 5 roles-based dashboards out-of-the box for Sales, Marketing, Customer Services and Management as well a sample company dashboard to enable users to get started quickly. Users can create bespoke company dashboards for their key accounts for focused customer management.
• Why – Enables users to define their own personalised and intuitive workspace ensuring that all content is relevant and appropriate to their needs, enhancing the user experience and maximising the productivity of your staff.

Sage ERP Integration

• What – Sage CRM integrates with Sage ERP applications to quickly and cost-effectively leverage their back-office data and functionality within the front-office environment of Sage CRM. Sage integrates with many Sage ERP systems including: Sage Accpac ERP, OfficeLine, Sage 50/100/200/1000, MAS 90/200, Timberline, Baurer, Simultan, LogicClass, Classicline and more. Sage CRM can also be easily integrated by Sage Business Partners with third party applications, thanks to its open architecture and standards-based web services interface.
• Why – Breaks down departmental silos and delivers a 360 degree view of both customers and the business across the front- and back-office for deeper insight and better business management.

Communications Management

• What – Sage CRM v7.1 delivers a seamless calendar management experience thanks to real-time synchronisation between Sage CRM and MS Exchange, enabling users to access up-to-date appointments, tasks and contacts within Sage CRM on their smartphone, laptop or desktop PC for maximum ease-of use and productivity. With the Exchange integration in Sage CRM Communications Management, the full CRM experience is available to remote and mobile users, so staff can benefit from anywhere access to their calendar and Sage CRM communications. Sage CRM integration with MS Exchange delivers ease-of-administration as well as a seamless integration experience. Exchange Sever integration can be created and synchronisation underway quickly and effectively. System administrators benefit from a single point of entry from where they can manage existing Exchange users and add new users.
• Why – Users can enjoy up-to-date information wherever they are, regardless of what email client they are using; leads to increased productivity of staff on the move; quick and easy to administer

Web Self-Service

• What – Sage CRM Web Self-Service allows customers and partners to access information, log cases and request service and support over the web whenever they want. Customers receive information based on their preferences, requests and history through customised customer and partner portals. When integrated with Sage ERP applications, Sage CRM can be used by organisations to give customers controlled access to information normally held in the back-office such as customer account look-up, order deliver status and the ability to create orders and quotes directly.
• Why – Customers can track progress themselves and access front- or back-office data relevant to their needs at their convenience, increasing their satisfaction while reducing business overhead.

Extensibility

• What – Sage CRM offers unmatched flexibility and performance with advanced features, industry-leading technology and a robust architecture built to stand the test of time. Third party applications such as line-of-business or legacy applications can be easily integrated with your Sage CRM system via Sage CRM‟s standards-based web services interface.
• Why – The open architecture reduces development time for seamless integration with third party applications.

Configurable and Customisable

• What – Sage CRM provides configuration tools to rapidly modify and tailor all aspects of the system to align it with your business processes. Users can add or modify fields as required, change names and titles of fields and tabs and change permissions on a field. Sage CRM comes with an in-built workflow engine which is completely customisable to your unique business processes.
• Why – Deploy Sage CRM in the way that best fits your organisation to increase user adoption and ensure business efficiency.

Automated Workflow

• What – Through its powerful workflow engine, Sage CRM delivers improved business-wide process automation, making your entire organisation more effective and efficient. Sage CRM‟s graphical workflow is easy-to-use and fully customisable. Five workflow templates are available out-of-the-box for sales, marketing and customer service so you can be effective from day one.
• Why – Ensures that actions requiring attention or escalation are automatically routed to the appropriate employees; automates your most critical business processes to ensure nothing falls through the cracks.

In-Product Training and Coaching

• What – Sage CRM comes with a range of in-product training tools including training videos, quick tips on recurring themes and on-screen coaching throughout the application to ensure users can be effective from day one.
• Why – Drives user adoption by guiding regular and infrequent users though the system; improves the user experience by making Sage CRM easier to use.

Mobility

• What – With the Exchange integration in Sage CRM Communications Management, the full CRM experience is available to remote and mobile users, so staff can benefit from anywhere access to their calendar and Sage CRM communications. Sage CRM‟s Wireless Mobile solution allows you to work online using an IE Mobile browser on any device. Users can access the system using iPhone, Blackberry, wireless PDA and Windows CE devices. Sage CRM has been optimised for the iPhone.
• Why – Enables access to critical customer data anytime, anywhere.

Continue reading »]]> About Sage CRM

Sage CRM is used by over 10,000 organisations in 70 countries worldwide to manage their critical sales, marketing and customer service activities every day. Award winning Sage CRM equips businesses 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, Sage CRM provides a decisive advantage by delivering a comprehensive, easy-to-use system to successfully manage these relationships. Thanks to its ERP integration capabilities, the Sage CRM 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.
Visit the Sage CRM Ecosystem at www.sagecrm.com to join the conversation on our user and partner communities and to access the full range of Sage CRM apps and extras.

The Sage Difference

• The leading supplier of CRM solutions to SMB organisations worldwide
• Over 6.3 million customers
• Over 3.1 million Sage CRM Solutions users worldwide
• Over 13,400 employees
• Over 30,000 Sage-certified partners specialising in business applications
• Direct presence in 24 countries
• Relationships with over 40,000 accountancy practices
• 30 years experience

Continue reading »]]> Why Choose Sage CRM?

• Over 10,000 organisations across the globe use Sage CRM every day to manage and maximise the performance of their business
• With customers located in over 70 countries worldwide, Sage CRM is fully supported in English, French, German, Spanish and simplified Chinese. (Sage business partners have localised the product in several other languages)
• Sage CRM is a full suite CRM solution comprising sales, marketing and customer service automation – within these areas it offers deep functionality across a broad feature-set
• Unlike most CRM applications, Sage CRM integrates out-of-the-box with Sage ERP applications providing you with a 360 degree view across your business
• Sage CRM is easy-to-use with a choice of intuitive interfaces and on-screen coaching throughout to drive user adoption across your organisation
• Sage CRM is easy for users to customise to their own preferences, delivering a rich and personalised user experience
• Sage CRM boosts productivity by providing employees with an interactive dashboard from where they can manage all their daily tasks while delivering management with at-a-glance insight into overall business performance
• Sage CRM is fast to deploy – users can be up and running quickly increasing productivity, reducing administrative overhead and delivering rapid RoI
• Sage E-marketing for Sage CRM enables marketing users to communicate with prospects and existing customers in a compelling and timely manner using a bank of pre-designed quality templates
• Sage CRM is easy to customise – it provides extensive business process automation across the entire organisation and can be quickly adapted to capture new processes or modify existing ones
• Because it can be deployed quickly and easily by Sage-certified Business Partners, it offers a low TCO which is ideal for SMBs in the current economic climate
• Sage CRM is an award-winning solution and as has been listed by Gartner in the Magic Quadrant for Sales Force Automation since 2003
• Gartner has called out the following strengths of Sage CRM*:
• Core opportunity management
• End-user system usability
• Good economical solution for Sage ERP customers due to Sage CRM integration focus on enabling end-to-end business process support, such as”opportunity to cash (*Source – Gartner Magic Quadrant for SFA 2010)

Continue reading »]]> Microsoft announced what’s going to be in their next service update for Microsoft Dynamics CRM 2011, codenamed “R8″, under the headline: CRM Anywhere.

The R8 service update is expected to be available Q2 2011 and is built on six broad themes: Mobility, Browser Flexibility, Social, Industry Templates, SQL Server 2012, Certifications.

Mobility
Microsoft will be launching a new product, Microsoft Dynamics CRM Mobile, which will enable CRM Online, partner-hosted and on-premise customers with Internet-facing deployments to use CRM on up to three devices per user.

There will be native clients, which means offline support, on all the main mobile platforms: Windows Phone 7.5, iPhone & iPad, Android, BlackBerry. I haven’t seen any of the licensing details yet, but I understand that this is a subscription service (even for on-premise customers) for $30 per user per month.

Browser Flexibility
For years prospective customers have been crying out for multi-browser support and Microsoft has finally delivered! Once R8 hits your CRM server you’ll be able to access CRM using: Internet Explorer 7 or above on Windows 7, Vista and XP; Safari 5.1.1 or above on Mac OS-X or iOS5 ;Firefox 6 or above on Windows 7, Vista and XP or Mac OS-X or iOS5; Chrome 13 or above on Windows 7, Vista and XP.

Activity Feed Enhancements
In the Nov 2011 service update (codenamed “R7″) Microsoft released the new Activity Feeds feature which introduced some social enterprise features into CRM 2011. R8 introduces a series of enhancements to the Activity Feeds feature: like/dislike, enhanced filtering (e.g. @me, types of records I follow, record views), and an updated mobile activity feeds client for Windows Phone 7.5.

Industry Templates
Building on the work of Microsoft partners and its own consulting team, the Dynamics Labs will be releasing several industry templates into the Dynamics Marketplace. The first few templates will be: Wealth Management, Non-Profit, Health Sales Plans
Relationship Management for Health.

The templates will include data model customizations, dashboards, workflows and sample data. They’re designed to help customers in those industries visualise how Dynamics CRM can help their business, and speed up an implementation without necessarily being a fully-packaged vertical industry product.

SQL Server 2012
Microsoft’s own data centers have already been upgraded to SQL Server 2012 and the R8 service update bring official support for partners and customers wanting to upgrade their own deployments to SQL Server 2012. Additionally, there will be some new CRM features that make use of SQL Server 2012 new capabilities. For example: performance improvements, enhanced database recovery, next generation business intelligence (“Crescent”) such as pre-defined Power Pivot models, Power View reports, and time-animated reports.

Certifications
Certifications are critical to enterprise adoption and Microsoft has been working hard over the last year to ensure that its data centers and CRM Online service meets several important certification standards including: ISO27001, SAS 70 Type II, SOX, SSAE 16 SOC1, Safe Harbor, Data Processing Agreement, EU Model Clauses and HIPAA compliance (supported through Business Partner Agreements).

Please contact us for more information.

Continue reading »]]> With the financial industry always in a state of flux, the technology adopted by financial services firms has to be flexible to adapt to changing conditions, secure to maintain client information and meet compliance guidelines, and easy so employees can start using it right away. Above all, it must be client-focused.

Sage SalesLogix provides advisors, hedge fund and portfolio managers, and other client-facing teams with a 360 degree view of client interactions enabling them to provide better service, have more meaningful conversations, and anticipate client needs.

More Informations

Continue reading »]]> Customization

• You have an idea what you want to have customized in Sage SalesLogix but you are not exactly sure how to do it?
• Get in contact with us and we will discuss your requirements with you and help you to customize your system.
• We can help you with LAN and web customisations

Installation

You need help with the planing and installation of your SalesLogix system?

• We are doing Sage SalesLogix implementations since 2004 and have done a lot of successful implementions for LAN and web.
• We also have experiences with remote clients and remote offices.
• We also have a deep knowledge of all the surrounding microsoft products like sql server, IIS, windows server and exchange server.

This helps us to successfully implement your Sage SalesLogix system.

Upgrade/Update

You are using Sage SalesLogix for a while?  You are not using the latest version of Sage SalesLogix and would like to upgrade?

• We are able to make this easy for you. With your help we analyze your system, look at your customizations and create an upgrade plan specific for your implementation.
• We also help you doing this process to insure that the upgrade will work and your users are even more happier with Sage SalesLogix.
• We have done a lot of successful LAN and web upgrades