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Sage CRM Version 7 powerful new features are focused on helping businesses become more process efficient and enable users to achieve greater productivity.
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Interactive Dashboards
The new Sage CRM v7 interactive dashboard provides an intuitive and customisable workspace where users can co-ordinate and manage their daily tasks and activities.
Boost productivity with an intuitive and customisable workspace where everyone can manage all their daily tasks and activities without having to switch screens.
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The interactive dashboard pulls information and feeds from within Sage CRM, external websites and integrated Sage ERP systems in real-time so users are equipped with all the information they need to provide an outstanding customer experience.
Built on leading-edge web technology, personalised information can be displayed based on user preferences and layout that's easily customised with drag and drop functionality.
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Control and action activity from a single workspace
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Customise the layout of dashboard gadgets with drag & drop functionality
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Pre-installed role-based dashboards for Sales, Marketing, Customer Services & Management delivering relevant content to users & teams
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Create dashboard templates for departments and individuals for maximum flexibility
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Integration with LinkedIn for powerful networking opportunities from CRM
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Easily create integration with Twitter and other social media to research and interact with contacts.
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View website & RSS feeds directly in the dashboard through a website gadget maximising relevant content
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Dynamically link gadgets to drill-down into customer information without switching between screens
| Linking CRM dashboard gadgets
Information in one dashboard component can be dynamically linked to another enabling users to drill-down into customer & prospect detail.
In the example shown 3 dashboard gadgets are linked to filter opportunity & company detail from a customer list.
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| New Look & Feel
Sage CRM v7 includes a new interface design giving users more options to personalise Sage CRM.
The new Sage interface has been designed to complement the existing pre-configured user interface designs. This broader choice enables users to adapt Sage CRM based on their preferences for a fully customised user experience.
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The added choice, coupled with the easy-to-use layout and navigation, helps drive user adoption across the organisation for maximised CRM returns.
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Active Directory Import
This new Active Directory import feature in Sage CRM v7 enables administrators to import a batch of users from a Windows network into Sage CRM to speed up deployment time by getting users up and running quickly.
User templates can be applied and passwords emailed to users through Sage CRM. Businesses can keep standard logons across the network to increase IT productivity and reduces administrative overheads.
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With the Active Directory import feature, Sage CRM connects to an Active Directory server that lists and controls network logons. Those users within the directory are not only filtered and imported easily into Sage CRM but also have security and profile rights automatically assigned to them.
Flexible CRM Licensing
The new Sage CRM v7 concurrent licensing structure includes a named user option to ensure that key users always have guaranteed access to CRM.
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