Wednesday, January 30, 2013

Sage CRM project: 6.2 to 7.0 upgrade

C&G recently assisted a customer with their upgrade from Sage CRM version 6.2 to version 7.0.  The 7.0 version brings the new feature of interactive dashboards.  This upgrade also prepares the customer for their eventual upgrade to version 7.1 when they upgrade Sage 100 to Version 2013.

Sage 100 Version 2013 is compatible with Sage CRM version 7.1 SP2.  This version brings with it many new features:
  • Exchange Integration
    • Seamless, server-side syncing
    • Add external attendees to CRM meetings.
    • Outlook plug-in for filing emails and adding new contacts
  • E-marketing
    • Scheduled email blasts
    • Open and click metrics
    • Customizable template library
  • Marketing module enhancements
    • Modify contact details from the call handling screen
    • Clone campaigns
    • View lead conversion statistics
    • Attach global and contextual documents to emails
  • Interactive dashboard enhancements
    • User and administrator welcome dashboards
    • Set up multi-linking gadgets
    • Link third-party gadgets to Sage CRM gadgets
  • Enhanced report charts
    • Animated and interactive charts
  • Ability to add-in free components from Sage:
    • Sage 100 Integration: Collections Management
    • Sage 100 Integration: ERP Query
    • Mapping
    • Tablet and iPhone templates

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