Sage CRM 2014 R2 - Welcome to your new Sage CRM experience

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

Introducing a simpler and faster way to navigate and use your Sage CRM every day

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

Contents 01

A fresh new look

02

Getting started

03

New Main menu

04

Quick Access toolbar

05

Finding information

06

Adding information

07

Working with information

08

Contextual information

09

Administration

10

Responsive UI

Introduction Each Sage CRM release aims to create an even better experience for our customers with new features designed to help growing businesses like yours, work smarter and faster. Sage CRM 2014 R2, our latest Cloud release, offers this and more with a completely redesigned user interface that’s more organized and easy to use.

This is facilitated by new and improved navigation, designed to help you be more productive and access all the information you need quickly and easily. Working with your important business data is now much simpler and easier than before. The new navigation and added functionality enables quick and efficient access to important information, improving your teams’ efficiency and productivity.

We have put together this simple guide to help as you get accustomed to the new user interface and improved navigation in Sage CRM 2014 R2.

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

What’s new?

Image to go here

Improved navigation

Quick Access toolbar

Sage CRM 2014 R2 brings many new enhancements to the Sage CRM user interface. A new Main menu, including a new Quick Access toolbar, makes navigating through your information much more intuitive and easier than before.

The Quick Access toolbar is a new area for fast access to important information including:

This new navigation is home to your key CRM information such as Opportunities, Companies, Leads, People, Calendar, Cases and more. The menu contents change depending on whether you have chosen My CRM or Team CRM mode from the profile drop-down. Brand new areas enable you to search for your information, access your notifications and recent records, and easily create and access a list of your favorited records.

Keyword Search Searching your CRM database can become a challenge as your list of prospects and customers grows. A new Keyword Search feature lets you perform a quick search across any of the main CRM entities (Company, Person, Opportunity, Lead, and Case) by simply typing key terms in the search field. This helps you locate a record even if you don’t remember the full name.

The new search area also contains advanced search and logical search functions that enable you to carry out more complex searches within Sage CRM.

• Recent list – a list of your recently accessed records.

• Favorites – a list of records marked as favorites with the star icon.

• Notifications – a list of reminders for important tasks and appointments.

The information above is displayed in a right menu, launched by clicking the relevant icon on the Quick Access toolbar.

Adding new information Adding information in Sage CRM 2014 R2 is a much simpler and efficient process.

Wherever you are within Sage CRM, all you need to do is click the New button to add anything from a new lead or a new order to a new customer communication.

Responsive UI* In Sage CRM 2014 R2, the new Sage CRM navigation and your new custom modules will respond to the tablet or smartphone device on which you are working, enabling you to access your important information when and where you need it. This enables a seamless and consistent experience across every mobile device.

*Please note: Core entities, such as Companies and People, will still have areas that will not respond to the native device and will have screen elements that display off screen.

01 A fresh new look

Welcome to your new Sage CRM experience

A fresh new look

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

New buttons New icons New tab style

New coaching captions

Color coded messages

New cleaner font style

New style weblinks

New interface The new look and feel of Sage CRM delivers a slick new interface with a cleaner navigation menu, a new icon set, new fonts and headers, new colors and styles, and a brand new pipeline for leads, opportunities, and cases.

A fresh new look

New Sales Dashboards Two new pre-installed sales dashboards are available out-of-the-box for Sales Directors and Sales Managers.

This gives Sales Directors and Managers an at a glance snapshot of key business metrics with highly visual graphs for quick analysis.

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

A fresh new look

New look sales funnel Gain a quick snapshot of all opportunities with the new look sales funnel.

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

A fresh new look

New look cases pipeline Easily monitor customer cases with the new look cases pipeline.

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

02 Getting started

Welcome to your new Sage CRM experience

Getting started

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

Getting started A new Getting Started page has been created to help you get familiar with Sage CRM quickly and easily. This page is a great resource with links to help topics and video tutorials to guide you through specific tasks.

Getting started

UI and navigation tour A quick two-minute tour is available to bring you through the new navigation experience and to guide you through the key areas of the new UI.

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

03 New Main menu

Welcome to your new Sage CRM experience

New Main menu

Profile drop-down Several options that used to be found on the Main menu are now housed in a Profile drop-down area – the My CRM/Team CRM switcher, the Logout option and, for Administrator users, the Administration link.

The Preferences option from My CRM has also been moved into this Profile drop-down, and a new option here is the ability to upload a profile image allowing you to personalize your Sage CRM experience.

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

New Main menu

Advanced search A new search area enables you to find your information quickly and easily. This new search area contains three types of search.

The Keyword Search box at the top-right of the screen, and a search drop-down containing Advanced Search and Logical Search options.

These three search options are covered in more detail in section 05, Finding Information.

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

New Main menu

My CRM When working in My CRM mode, the My CRM menu tabs will be persistent throughout the system, giving you easy access to the lists of records that are assigned to you.

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

New Main menu

Team CRM mode When working in Team CRM mode, the Team CRM menu tabs will be persistent throughout the system, giving you easy access to the lists of records that are assigned to your team.

The profile image will switch to a Team CRM image when you are working in Team CRM mode.

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

New Main menu

More drop-down A new More drop-down menu can be found on the navigation bar.

Options such as Reports and Marketing are now housed here. This displays in both My CRM and Team CRM mode.

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

New Main menu

Companies list and People list A new addition to the My CRM and Team CRM menus is a list of the Companies and People assigned to the logged in user or team.

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

New Main menu

New drop-down menu A New drop-down menu has been created which makes adding a new record in Sage CRM much simpler.

Clicking the New button launches a drop-down menu that allows you to create new entity records and new communications items regardless of what screen you’re in.

Any custom modules created with Sage CRM Builder are added automatically to this menu.

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

04 Quick Access toolbar

Welcome to your new Sage CRM experience

Quick Access toolbar

Quick Access toolbar The Quick Access toolbar is a new area for fast access to your important information.

It houses icons for the Recent list, moved from the old Main Menu, a newly introduced Favorites list, and your list of notifications.

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

Quick Access toolbar

Quick Access menu The right menu that is launched by clicking any of the icons on the Quick Access toolbar will display a list of: • Recently accessed records • Favorite records • Notifications

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

05 Finding information

Welcome to your new Sage CRM experience

Finding information

Improved search functionality A new Search area in Sage CRM helps to improve the search experience for customers. You can now quickly and easily find the relevant information you need with 3 types of search options.

1. Keyword Search Keyword Search allows you to perform a search across all text fields on any entities.

2. Advanced Search Advanced Search allows you to search on a per entity basis, combining any number of criteria on the Search screen.

3. Logical Search Logical Search allows you to perform more complex searches using SQL. Any custom modules created with Sage CRM Builder are added automatically to this menu.

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

Finding information

Find information quickly and easily Other places that you can quickly and easily find information are the: • Recent list, which will display a list of recently accessed records • Favorites list, which will display a list of any favorited records.

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

06 Adding information

Welcome to your new Sage CRM experience

Adding information

Create new record or communication Adding information in Sage CRM 2014 R2 is a simple and quick process.

Wherever you are in the system, you can click the New button to create either a new record or a new communication item.

Any custom modules created with Sage CRM Builder are added automatically to this menu.

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

07 Working with information

Welcome to your new Sage CRM experience

Working with information

Action buttons When working with your customer data in Sage CRM 2014 R2, the action buttons that used to be located on the right-hand side of the screen, e.g. Summary Report, are now located at the top right of the screen.

Any workflow buttons are also located in this area, consolidated into a single drop-down button called Actions.

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

08 Contextual information

Welcome to your new Sage CRM experience

Contextual information

Adding information in context Adding information in context is also straightforward - simply click the New action button when working with your customer records.

For example, when in the My CRM Companies tab, clicking New will bring you to the screen on which you can enter a new company.

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

Contextual information

Context information Context information that used to be located at the top of the screen has now been moved directly above the information to which it relates.

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

09 Administration

Welcome to your new Sage CRM experience

Administration

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

Administration left menu Sage CRM has made it easier for administrator users to navigate around the Administration area by introducing a flat, persistent left menu.

10 Responsive UI

Welcome to your new Sage CRM experience

Responsive UI

Sage CRM 2014 R2 Welcome to your new Sage CRM experience

Responsive menu

Old template is not responsive

Responsive UI Sage CRM 2014 R2 offers a new responsive UI. The My CRM/Team CRM menu will collapse into a mobile menu responding effectively to the device you are using.

Any new modules created with Sage CRM Builder will also be responsive.

New template is responsive

Over 15,000 small and medium sized companies across the globe use Sage CRM every day to accelerate sales, drive business productivity and make every customer interaction count. It is used by enterprising, growing companies seeking new ways to interact with customers, leverage the power of social media and take advantage of the latest mobile developments to further grow their business. When combined with Sage ERP, our customers enjoy better business insight, increased efficiencies and productivity, and gain a single, customer-centric view across their entire business. So whether you’re just starting out or have already grown to several hundred employees, Sage CRM can help accelerate your business success.

Accelerate your business success with a free 30-day trial at www.sage.com.

C Š 2014 Sage Group Plc.