For All Users
- Easy-to-use with a fresh look and feel
- Fully customizable interactive dashboard
- End-user personalization of interface design and content
- In-built user tutorials, user guide and quick tips
- Relationship management graphs
- Impactful visual charts and highly graphical reports
- Real-time synchronization between Sage CRM and MS Exchange for seamless calendar management
- Dynamic linking of multiple information sources on a single dashboard screen
- Centralized meeting management
- Full calendar response management
- Fully customizable graphical workflow
For Sales Professionals
- Pre-installed sales dashboard available out-of-the-box
- Ability to customize the dashboard to create a bespoke workspace
- Account, contact and opportunity management
- Ability to create key accounts dashboards
- Sales forecasting and territory alignment
- Calendar and activity management
- Process and workflow automation
- Provides iPhone and Blackberry users with critical access to real-time information
- Escalation and auto notifications
- Quote and order entry
For Marketing Professionals
- Pre-installed marketing dashboard available out-of-the-box
- Multi-channel campaign management
- Fully integrated e-marketing campaign functionality
- Lead qualification and management
- Comprehensive e-mail formatting options
- Mail merge functionality
- Open, click and bounce rate tracking for e-marketing campaigns
- Attention grabbing E-marketing templates out-of-the-box
- Easy campaign cloning
- Full marketing workflow out-of-the-box
- Outbound calling
- List management
- Customer segmentation capabilities
For Customer Service Professionals
- Pre-Installed customer service dashboard available out-of-the-box
- Ability to customize the dashboard to create a bespoke workspace
- Customer self-service portal
- Case tracking and management
- Workflow automation
- Knowledge base recording customer service solutions
- Address maintenance and linking tools
- Escalation and auto notifications
For IT Professionals
- Advanced customization capabilities
- Out-of-the-box customization
- Easy to install and fast to deploy
- Easy to integrate
- Flexible deployment options
- Point-and-click MS Exchange Integration
Integration Capabilities
- Microsoft Outlook Integration
- Sage ERP integration
- MS Exchange integration
- Social media integration
- Web-self service