Sage Accpac Accounting Software Vancouver Blog – Unisoft

Upgrading to Sage CRM V7.1 will allow you to benefit from additional features such as:

• Sage CRM Interactive Dashboard for users to manage their business, priorities and key accounts from a single screen
- Connect multiple gadgets on a single dashboard for a more dynamic and complete view of your customer data
- Flexible gadget sizing enables users to re-position and re-size gadgets on their dashboard
- Tailored company dashboards for key accounts can be easily created for focused account management
- Custom dashboards can be easily created by users and configured with the key data they want to view

• New Sage CRM Report Charts for even better insight on business performance
– Incorporation of new FusionCharts 3.2 into reporting and dashboard areas
– Visual re-vamp which blends in nicely with current look and feel of Sage CRM
– Charts with rotating, slicing and printing options available
– Configurable, customizable and skin-able FusionCharts styles, fonts, backgrounds and legends

• Sage CRM Total Campaign Management with new marketing workflow and the ability to clone your most successful campaigns

• Sage CRM for iPhone® so you can update and access real-time customer information, view customer cases and manage opportunities and leads on the move.

• Support for Microsoft® Office 2010 so you can share your Outlook® contacts, calendar, appointments and tasks with SageCRM.com v7.1

If you are interested in upgrading to SageCRM Version 7.1 please contact Scott at Scott@Unisoft.net or 1-888-UNISOFT. For more Sage CRM resources please visit the Sage CRM ecosystem at www.sagecrm.com.

Please do not hesitate to contact us regarding your upgrade. Scott@Unisoft.net or 1-888-UNISOFT

The Sage CRM Community is for all users of Sage CRM.  Anyone can read the most of the content and registerd memebers may participate in the forums.    

Here is your latest summary from the Sage CRM Ecosystem at-a-glance! Some articles require Community membership access.Community Update 

Recent popular blogs 

• Email Marketing Segmentation – Setting Objectives – find out why setting even the simplest segmentation methods can greatly boost performance ?
• Email Marketing Segmentation – Finding the right data – determine the best way to segment your database ?
• Using the .NET API to Clone a Record – learn how to use the .NET API to clone a record ?
• Making E-mail templates Read-Only using Clientside code contained in Translations – find out how to lock down the Email editor for certain templates ?
• Automatically Publishing DLLs – discover another way of handling distribution of the DLL ?

Apps & Extras 

You might be interested in this tool that allows CRM users to look up Accpac inventory items: 

• DCAA – Inventory Finder for Sage Accpac CRM ?

Sage CRM Developer Program members can post their add-ons in the Apps & Extras section for free – email us for more information. ? 

Quick Links & Tips 

• To access exclusive business partner material – upgrade your account here ?
• Need a Sage CRM Community password reminder? You can reset it here ?
• Need help with Sage CRM? Read our online documentation ?

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SageCRM is an intuitive, fast and flexible business workflow application that is easily configured to meet your specific business automation needs.  SageCRM is designed to optimize your time no matter what your role is in the company. From sales, marketing, IT, and customer service through to collections and vendor management SageCRM helps all areas of your business increase productivity. The new MS Exchange integration allows users to access real-time calendars, task, and contact information using a smart phone and Total Campaign Management enables easy execution of multi-channel marketing campaigns.  Learn more.

There are now more ways than ever to fully engage your customers including the new Sage CRM for Android™ Beta and Sage E-marketing for Sage CRM. Register for this webinar to learn about:?

• The new Sage CRM for Android™ Beta and the tools available
• How Sage and Swiftpage can help with your marketing and sales for Sage E-marketing
• How to effectively demo Sage E-marketing for Sage CRM

Recent blogs

• The Importance of being the Organizer (a Primer for Exchange Integration Appointment Sync Rules) – Understand the “organizer” when it comes to meetings and appointments ?
• Exchange Server Integration Appointment Sync Rules – a Deep Dive – This article explores the intricacies of calendar syncing between Sage CRM and Exchange Server ?
• Sage Summit 2011 – How to win friends and BE influenced by people – Read more about the Sage CRM Team’s experience at Summit in Washington DC last month ?
• Company Dashboard in Sage CRM v7.1 SP1 – How to choose which default screen to land on – Company Summary or Company Dashboard ?

Sage has been awarded a CRM 2011 Market Leader Award by DestinationCRM.com in the small business suite CRM category. DestinationCRM.com describes how Sage “settled in far above the industry average in all categories”. Read the blog article here. ?

SageCRM v7.1 enables marketing users to communicate with prospects and existing customers in a compelling and timely manner using the Sage E-marketing module. It is a crucial weapon for companies who are trying to focus on successful marketing techniques through a cost effective medium.

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Sage Accpac Roadmap May 2011

In this video tutorial, you will learn about the major change and key new features in Sage Accpac 6.0.  In this release Sage has improved specific areas in the product that customers have asked them for.  The video covers the five areas of that have been improved.  

1. Sage Accpac 6.0 Portal – Improved usablity of the product with a new user freindly interface and simplified navigation.  The Sage Accpac protal now runs in a broswer and replaces the Accpac desktop.   

2. Sage Accpac 6.0 Snapshots – A customizable home page that highlights key financial data to give you a visual of what is happening in your business day to day. 

3. Sage Accpac 6.0 Inquiry – Quickly and eaisly extract data out of Accpac  to view key preformace indicators so you can monitor your business.

4. Sage CRM Integration Improvements – Sales reps can now efficently turn quotes into orders.

5. Sage Accpac Fiscal Period Management – You can now lock down Fiscal Periods by module.