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Information Session

Sage CRM

What’s New in

Sage CRM 2019 R1

Sage CRM 2019 R1What’s New – the agenda

• Sage CRM at Sage – the year so far (David)

• Sage CRM 2019 R1 Features Overview (David & Jeff)

• User Assistance, Education and Training Update (Jeff)

• Wrap Up & Questions (The team)

Sage CRM 2019 R1What’s New – the agenda

• Sage CRM at Sage – the year so far (David)

• Sage CRM 2019 R1 Features Overview (David & Jeff)

• User Assistance, Education and Training Update (Jeff)

• Wrap Up & Questions (The team)

Sage CRM 2019 R1A reminder of 2018

17,000+ Customers

c.6,000 Active

(Approx. 90,000 users)

Seat Allocation

Integrated 73%

Standalone 27%

New Seats FY18

12,288

#CRM_As_

Foundation

Sage CRM 2019 R1The year so far – what’s the Q1 story?

#CRM_As_

Foundation

+ 1134 new licenses

203 existing customers

buying more from us

116 new to Sage CRM sites

Average size of licenses from NEW buyers is 12.5

Sage CRM 2019 R1The year so far – what else is going on?

100: Local updates to collateral; sales & migration activities

Enterprise: Enabling teams to pitch back to base

200: Developing a path for modular back to integrated

Enabling ‘better selling’ via specialist partners

300 / Evolution: Local campaigns for customers

Pricing incentives to encourage ‘do more’

Sage CRM 2019 R1The year so far – what else is going on?

Sage Forums – across Canada & Jamaica

Sage Summit – San Diego

Sage CRM 2019 R1The year so far – the market buzz /1

Sage CRM 2019 R1The year so far – what else is going on?

Sage CRM 2019 R1The year so far – what else is going on?

Sage CRM 2019 R1An update on the hosted CRM shutdown

Sage CRM 2019 R1An update on the hosted CRM shutdown

Sage CRM 2019 R1What’s New – the agenda

• Sage CRM at Sage – the year so far (David)

• Sage CRM 2019 R1 Features Overview (David & Jeff)

• User Assistance, Education and Training Update (Jeff)

• Wrap Up & Questions (The team)

Sage CRM 2019 R1Highlights of the last release, 2018 R3

Sage CRM

2018 R2

April 2018

Sage CRM

2018 R3

August 2018

Sage CRM

2019 R1

January 2019

Sage CRM

2019 R2

June 2019

Sage CRM

2020 R1

January 2020

Sage CRM

2020 R2

June 2020

Sage CRM

2021 R1

January 2021

Sage CRM 2018 R3

Release highlights

Sage CRM 2019 R1Highlights of our last release, 2018 R3 /1

• Calendar Enhancements

• Deepening of Quick Find

• MailChimp integrity

Sage CRM 2019 R1Highlights of our last release, 2018 R3 /2

• U/X Improvements

• User Assistance Updates

Sage CRM 2019 R1Highlights of our last release, 2018 R3 /3

• Sage 300 Integration – a complete

overhaul to the underpinning technology

Sage CRM 2019 R1Tracking through our roadmap

Sage CRM 2019 R1Highlights of the latest release, 2019 R1

Sage CRM

2018 R2

April 2018

Sage CRM

2018 R3

August 2018

Sage CRM

2019 R1

January 2019

Sage CRM

2019 R2

June 2019

Sage CRM

2020 R1

January 2020

Sage CRM

2020 R2

June 2020

Sage CRM

2021 R1

January 2021

Sage CRM 2019 R1

Release highlights

Sage CRM 2019 R1What we talked about for this release

Re-develop Self Service

• improve web self service portal toolkit

• Create a new set of easy to use example files that present a modern user interface.

Extend SDK

• Extend SDK with additional sample code & techniques

• Including but not limited to Yammer, Facebook & Twitter

Refresh all eLearning

• Update all streams in support of global enablement

Top CX and Usability Enhancements

• Include nominated ENHANCEMENTS and CASES from the ecosystem

User Assistance Updates

• New Software support

• 2019 R1 content

• UX changes, addressed issues

Supporting Educational Content

• New training material

• Community content and updates

Re-develop Self Service

• improve web self service portal toolkit

• Create a new set of easy to use example files that present a modern user interface.

A new Self Service demo

Sage CRM 2019 R1Self Service Demo Site

Sage CRM 2019 R1Installing and using the new Self Service Demo

Availability

• Zipped Download from the community

Supporting Articles

• The new responsive version of the Self Service Demo

• Demoing Self Service

• Understanding the code in the Self Service Demo

Sage CRM 2019 R1Easy to replace the old demo, readme available

Extend the Software Development Kit

• Extend SDK with additional sample code & techniques

• Including but not limited to Yammer, Facebook & Twitter

Sage CRM 2019 R1Customizable versions of components.

Fa

ce

bo

ok • Component

Script Published

Ya

mm

er • Component

Script Published

Tw

itte

r • Component Script Published

• Sample C# Project included

Example source code made available

for education

Sage CRM is in the first wave of the

development of the canonical APIs

Refresh all eLearning

• Update all streams in support of global enablement

Sage CRM 2019 R1New Video Content Scheduled to Support Release

Release Specific

• What’s New in Sage CRM 2019 R1

Sales & Marketing

Videos

• 14 Videos supporting colleagues and partners selling Sage CRM.

Advanced Customization

• 21 Videos to support advanced customization and covering development skills

Top CX and Usability Enhancements

• Include nominated ENHANCEMENTS and CASES from the ecosystem

Sage CRM 2019 R1Feature enhancements & usability improvements

Use

r Ex

per

ien

ce • View all your tasks and appointments in the calendar

• Quick Find cache and index improvements

• Improvements to the point chart

• File emails with an empty To or From field from Outlook

Imp

lem

enta

tio

n Im

pro

vem

ents • Connect to the

database server using its IP address

• Improved warning about missing objects.

• Ability to keep upgrade log history

• Extended browser support for the automatic login

Ad

min

istr

atio

n &

Sec

uri

ty • Increased security for user passwords

• Extended Info Admin rights on Groups

Ad

van

ced

Cu

sto

miz

atio

n • Using Document Drop on custom entities

• Descriptive values in the Updated By field when changed by Escalation Rules

Calendar List improvement

Sage CRM 2019 R1Database connectivity

bcrypt applied only when password

changes.

Sage CRMConsider forcing users to change password at next logon

update users

set User_MustChangePassword = 'True'

Sage CRM 2019 R1IIS Auto Login

User Signs on to Windows

Authenticates

Trust Relationship

Accesses Sage CRM

Sage CRM 2019 R1Release Readiness

Sprint 1

• Monday 1st Oct

Integration Testing

• Monday 7th Jan

Code Freeze

• Friday 18th Jan

Availability from Dublin

• Monday 4th Feb

GTM dates:

• Determined by region

Sage CRM 2019 R1What’s New – the agenda

• Sage CRM at Sage – the year so far (David)

• Sage CRM 2019 R1 Features Overview (David & Jeff)

• User Assistance, Education and Training Update (Jeff)

• Wrap Up & Questions (The team)

What resources and documentation

are available to support the release?

Sage CRM 2019 R1New Help look and feelWe have updated the look and feel of the User, Admin, Troubleshooting, and

Developer Help to improve navigation and usability.

Sage CRM 2019 R1New Help and User Assistance content

What’s new in the User Guide and Help

• View a complete unfiltered list of your tasks and appointments in My CRM | Calendar List. For details, see View calendar items as a list in the User Help.

What’s new in the Administrator Guide and Help

• Connect to the database server using its IP address.For details, see Connecting to the database server using its IP address in the Administrator Help.

• Configure increased security for user passwords using the bcrypt algorithm.For details, see the Release Notes and the description of the Use Dynamic Password Hash Costfield in the Administrator Help.

Localisation

Descriptions of all new features, enhancements, and addressed issues in Sage CRM 2019 R1 can be found in the Release Notes (will be published on the Sage CRM Help Center and provided with the setup package in English, German, French, and Spanish).

• NOTE: Translated help and guides have been discontinued. Only English documentation is now supplied with Sage CRM.

3/21/201957

3/21/201959

Support added

• Android 7.0 Nougat or later

• TLS 1.2 & 1.1

• Citrix XenApp 7.18, 32-bit and 64-bit editions

Support dropped

• Android 5.0 Lollipop

• Citrix XenApp 7.15, 32-bit and 64-bit editions

Sage CRM 2019 R1Changes in supported software

Sage CRM 2019 R1Planning your upgrade

Sage CRM2018 R1,

R2, R3

Sage CRM2017 R1,

R2, R3

Sage CRM2019 R1

Sage CRM7.3 sp3

(To upgrade from an earlier version you must first upgrade to one of these)

Sage CRM 2019 R1Long tail upgrades

Sage CRM 7.1Sage CRM 7.1 sp1

Sage CRM 7.1 sp2Sage CRM 7.3 sp3 Sage CRM 2019 R1

Changes to the upgrade experience

In Sage CRM 2019 R1

3/21/201963

Sage CRMUpgrading a MailChimp Integrated system

Campaign Analysis

EmailGroups

Sage CRMSage CRM 2019 R1 in a nutshell

Customer experience and usability enhanced

40+ cases resolvedA re-developed Self

Service demoAn extended SDK

Refreshed eLearningUpdated User

AssistanceSupporting content on

Community

Sage CRM 2019 R1What’s New – the agenda

• Sage CRM at Sage – the year so far (David)

• Sage CRM 2019 R1 Features Overview (David & Jeff)

• User Assistance, Education and Training Update (Jeff)

• Wrap Up & Questions (The team)

What’s New in

Sage CRM 2019 R1

Information Session

Sage CRM