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. Entirely new themes

can also be created from scratch. A more powerful and flexible

Relationship Manager is now available which allows users to set

up many-to-many relationships among primary entities, as well as

facilitating parent/child and sibling relationships. And an improved

graphical interface in this area provides for even greater ease-of-

use. The enhanced e-mail editor and multilingual spell checker

makes it even easier to produce professional mass e-mails from

within SageCRM. A new Address Maintenance screen provides

an easy-to-use overview of links between companies, people and

addresses. And Component Manager has been overhauled to make

it easier to add new capabilities to SageCRM.

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.

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.

The Related Entities feature enables users to structure
and graphically represent complex relationships that exist
between entities in their SageCRM installation.

Using the Related Entities feature, sales executives can
identify cross-selling opportunities that exist within their
customer base.

With the Related Entities feature, reports can be generated
and lists can be created to support cross-selling programs.

The Address Linking feature allows users to manage
addresses for companies and people.

Address Linking reduces potential duplicate address
entries and minimizes the amount of manual administration
required for address maintenance.

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