DMC is one of the UK's leading Sage business partners.
Specialising in CRM and Accountancy Software
including ACT!, Sage 200 and SalesLogix
What's New in Sage CRM v6 - DMC Software Sage CRM upgrades
The release of Sage CRM v6 centres around user experience, with particular emphasis on ease of use and simplified administration. This makes Sage CRM the most user-friendly CRM product available today.
Many other features have been added to Sage CRM v6 including:
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New Keyword Search and Advanced Search Functionality
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Groups Feature
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Mass Update
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Disable Users and Reassign Records
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Enhanced Outlook Integration
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Enhanced CTI Integration Improved User Interface
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Enhanced Graphics
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New Administration Wizard
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New System Administrator Quick Setup Guide
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New feature to disable users and reassign records
Sage CRM v6 Training & Coaching
Sage CRM now offers exceptional on-screen support.
Sage has added a new welcome tab, which is a great place for users to start - from here, you can access CRM system documentation, online training videos, system quick tips, the User Preferences Wizard, and the System Administrator Quick Set-up Guide.
Sage has introduced unique, new on-screen coaching functionality, which allows customised text to be displayed on each screen. This ensures that users know where they are in the system and what they are working on at all times. You can customise these tips depending on who is reading them and to match your business requirements.
Sage has also added quick tips on recurring themes to educate users as they work with Sage CRM.
Benefits
Sage CRM v6 Advanced Find
Sage CRM v6 has also introduced new functionality around data searching. Sage has redesigned the entire Find interface within Sage CRM v6, to improve usability even further, allowing you to search within communications, to search by keywords across any part of the system and also to perform numeric searches.
The new Advanced Find functionality also supports complex nested statements so "and/or" searches are now possible.
Sage CRM v6 Data Segmentation and Groups
Sage CRM v6 brings New Data Segmentation functionality and a new Groups tab within My CRM. The Groups functionality allows users to organise records based on common characteristics; groups are sets of companies, people, opportunities, etc.
Sage CRM can now hold two types of groups: static groups - which remain unchanged over time, regardless of any change in their circumstance, and dynamic groups - which change automatically when records are changed.
Benefits
Sage CRM Territory Management and Realignment
Sage CRM v6 features improved, more flexible territory management features. The reorganisation of territories is a common aspect of organisational change. With this in mind, the changes to the territory administration area now mean that, it's easy to create, merge and move territories and the data associated with them.
Benefits
Sage CRM Simplified Field Level Security
Sage CRM v6 has made Field Level Security even simpler to use by removing the requirement for code. Security on fields is now applied using checkboxes at the Field Level, rather than at the screen level, and can be applied to users, teams or profiles. Field Level Security applies security throughout the product including screens, lists, reports and so on.
Benefits
Find out more by calling FREEPHONE 0800 652 2423 or make an enquiry at info@dmcsoftware.co.uk