Sage CRM What’s New with Sage CRM 7.2 - Standalone
Sage CRM
Agenda
7.2 On Premise Release End User Features
Other Features Technology Changes Integrations Roadmap On Premise Integration 2013 R1 Cloud Release Smart Builder
Other End User Features Cloud Update
Sage CRM What’s New with Sage CRM 7.2 - Standalone
Sage CRM 7.2
Sage CRM 7.2
Feature Overview
Mobile CRM
– Sage CRM Sales Lite for the iPhone
– Sage CRM Sales Tracker for Windows 8
– Full support for the iPad OS
– Adds to our existing mobile features including Sage CRM for iPhone, iPad & Android devices
Social CRM – Sage CRM for
– Adds to our existing social CRM features including Sage CRM for Twitter and LinkedIn
Sage CRM Bootcamp 2013
Sage CRM 7.2
Mobile Features
– iPhone App – Sage CRM Sales Lite – Windows 8 App – Sage CRM Sales
Tracker
– End user support for the iPad OS
Sage CRM
Mobile CRM Made Simple
Our new mobile apps at a glance...
Sage CRM Sales Lite
For sales users on the road who need up-to-date information on their phone, even when out of coverage. Sage CRM Sales Lite gives users mobile access to their Sage CRM data, tasks and
appointments, and integrates the iPhone allowing users to track and
log outbound calls, email and SMS activities
Sage CRM Sales Tracker
Sage CRM Sales Tracker for Windows 8 gives users access to their Sage CRM
company, person & opportunity records from
their Windows 8 Tablet device. Users can even
build a watch list of opportunities key to their pipeline. Sage CRM Sales
Tracker can also be accessed via a Windows 8
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Sage CRM 7.2
For Facebook
– Light Facebook Integration
– View Company or Person Facebook details on the Person and Company screens
– Facebook Search on the Dashboard
Sage CRM 7.2
Business Collaboration
– Business Collaboration for individual users and teams of users
– Collaborate with Yammer Groups – Yammer feed in My CRM work area
– Collaborate across records using Yammer Topics
– Yammer feed will be available for Companies in Sage CRM
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Sage CRM 7.2
Smarter Reporting
– Clone Reports
– Manage export on Reports for greater security
– All charts generated in HTML5 – Flash not required
– New chart types
– Fusion widgets for further reporting customisations
Sage CRM 7.2
User Experience Enhancements
Notifications
• On screen notifications no longer interrupt user
• New notifications area at the top of the screen – with an icon that flags any active notifications.
• Expand / hide notifications and snooze or dismiss
Browser Buttons
• Browser forward and back buttons now supported
Online Help
Sage CRM What’s New with Sage CRM 7.2 - Standalone
Sage CRM 7.2
Sage CRM 7.2
Technology Changes
Implementation Enhancements
• JRE Bundled with Sage CRM • IIS URL Re-writer for IIS 7
SMART UI
• jQuery • HTML 5
• Kendo web UI Framework
Latest Fusion Widgets Library
• Latest version of the charts
• New Library of widgets available for customizations
Use native SQL identity management
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Sage CRM 7.2
Features
Mobile• Sage CRM Sales Lite for iPhone
• Sage CRM Sales Tracker for Windows 8 • Support for end user browsing on iPad OS
Social
• Sage CRM for Facebook
Collaboration
• Business Collaboration powered by Yammer
User Experience
7.2 Supported Software
Updates
Dropping support for
• Solo • SQL 2005 • IE 7 and 8 • Windows Vista • Windows XP • Citrix 5.0
• Microsoft Windows 2003 Server R2 • Microsoft Windows 2008 Server
Microsoft SQL 2008 (Enterprise and Standard Editions) ** Note: continue to support 2008 R2
• IIS 6 (Windows Server 2008 ships with IIS 7)
Add Support for
• Windows 8 / IE 10 compatibility mode (7.1g)
• Windows Server 2012 (7.1g)
• iPad OS (end user browsing on iPad) • Citrix 6.0
• IE 9 64 bit (note, no Chrome / Firefox 64 bit)
• IIS 8 (7.1g)
Post 7.2 Additions (7.2a TBC)
• Office 2013 for OTL Plugin • Exchange 2013
• IE 10 (full)
Software Support Matrix
Sage CRM What’s New with Sage CRM 7.2 - Standalone
Sage CRM
Sage CRM 7.2
On Premise Integrations
– Sage 100 ERP (coming soon!)
– Sage 300 ERP (coming soon!)
– Officeline
– Murano
– Sage 1000
– Sage ERP X3
Currently in beta
Sage CRM What’s New with Sage CRM 7.2 - Standalone
Sage CRM
Agenda Evolution Vision • Product Vision • UI and UX • Social • Mobile • Customization • Cloud Architecture Vision • Architecture Progress to Date • Product • Technology
Sage CRM Bootcamp 2013
Sage CRM
At the heart of integrated business...
Evolution
Evolution
Sage CRM What’s New with Sage CRM 7.2 - Standalone
Evolution
User Interface & User Experience
Navigation
Evolution
User Interface & User Experience
Visualisation of data
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Product Vision
Mobile
Short to Medium Term
• Build out existing Native apps • Different User Personas
• Increased functionality • Support additional devices
• Enhanced Integrated Experience
Longer Term
– Mobile for evolution – Responsive design
Product Vision
Social CRM
• Social CRM is a growing trend
• Sage CRM is evolving to become more social
• Building Evolution product with social in mind with the aim of helping our customers add value to their business
• Big focus on Collaboration (leveraging Business Collaboration features and SelfService)
• Focus on SMB requirements - free, lite, add-ons
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Product Vision
Customization
• Codeless Customization
• Build Modules / Customize existing modules
• Smart API for complex customizations and third-party Integrations
• Smart API leveraged by Sage CRM to build out Evolution feature set
Product Vision
Cloud first Strategy
Cloud first Strategy
Rapid roll out of Evolution
SaaS 38% of the CRM market’s total software revenue in 2015, over $6 billion (Gartner)
SaaS 50% of the overall CRM market by 2020 (ISM)
SaaS-based CRM will grow twice as fast as on-premise CRM solutions
Sage CRM What’s New with Sage CRM 7.2 - Standalone
Evolution
• Rapid roll out on Cloud followed by On-Premise v7.2 7.2 v7.3 2013 R1 2013 R2 2014 R1/R2 Sage CRM R1 2015 Sage CRM v7.1 SP2 Sage CRM R1 2015
Strategy and Execution
Cloud First Strategy
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Strategy and Execution
Key Takeaways
• Lots of progress made to date
• Next Steps Under Way – Smart Builder
and Smart UI for Vertical slice of the
application
• Tangible plan to do this with milestones
• Opportunity for rapid rollout on Cloud
Sage CRM 7.2
Sage CRM Bootcamp 2013
Sage CRM 7.2
Implementation Enhancements
Bundling JRE (Java Runtime Engine)
• JRE will be bundled and unpacked to Sage\CRM\Services\JRE (1 instance for all CRMs)
• The JRE will not be installed as such so it has no registry entries. The CRM tomcat service will be installed to use this. Installing/updating other JRE’s on the same machine should have no effect on CRM.
• The zip file that will be unpacked will be located in the following folder on the CD …Sage\CRM\Utils\EN\JRE
JWC passwords in registry
• JWC passwords now accessible from registry • No need to change from different places
IIS URL Rewrite
• The Application Request Routing extension for Microsoft IIS is installed • The package includes:
• Microsoft URL Rewrite Module for IIS 7
• Microsoft Web Farm Management for IIS 7
