Sage Software Introduces SageCRM v6 With New User Training Tools And Enhanced System Administration Capabilities

New built-in training features accelerate user productivity and encourage user adoption; enhanced territory management and field-level security simplify administrator tasks

Scottsdale, Ariz. - Sage Software announced today the latest version of its award-winning customer relationship management (CRM) solution, SageCRM v6, for small and mid-sized businesses (SMBs). SageCRM delivers a feature-rich and customizable suite of sales, marketing and customer support capabilities through a Web-based architecture that allows users the freedom to choose flexible deployment options including on-premises, on-demand and wireless. Version 6 introduces new user training tools including instructional feature tours and on-screen coaching, new data management features including expanded search queries and grouping functionality, and enhanced system administration capabilities.

SageCRM v6 User Enhancements

A new Quick Start tab provides access to on-screen training and coaching tools including instructional videos, user preference setup wizards, feature summary captions and quick tips that assist users as they navigate SageCRM.

An advanced search engine includes a redesigned interface that can now search for keywords within communications such as e-mails and phone logs. Advance query building supports “and/or” searches and allows users to specify search fields and values.

New data segmentation capabilities allow users to create static or dynamically updated groups that can contain people, companies, opportunities and other data categories to better organize and automatically update records based on common characteristics.

Enhanced Microsoft® Outlook® integration allows SageCRM to be used within the Outlook folder navigation pane or via a SageCRM toolbar in Outlook. A new company record can be created in SageCRM when adding a contact to Outlook, while also checking for duplicate records. Users can file individual e-mails or batches of e-mails sent from Outlook in SageCRM and attach global documents in new Outlook e-mails.

SageCRM v6 Administration Enhancements

Enhanced SageCRM v6 system administration capabilities include an improved territory tree for moving records from one sales territory to another and for merging sales territories. Shared data fields and multiple records can be updated in a single step.

Simplified field-level security throughout the product requires no coding and can be applied using checkboxes for granting or restricting data access for individual users, specific user type profiles and teams.

SageCRM v6 also adds support for the telephony server application programming interface (TSAPI) and for computer-supported telecommunications applications (CSTA).

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What's New in SageCRM 6.0 Datasheet