SAGE CRM v7 Interactive Dashboard

"As a user, my customer data and the critical information on the performance of my staff and my business is scattered throughout Sage CRM and on the web which makes me less organised and unproductive."
"As a business owner, I want to improve user productivity and adoption of Sage CRM across the organisation."

Boost the productivity of your staff and your business

The Sage CRM v7 interactive dashboard is a customisable and intuitive workspace from where users can manage and co–ordinate their daily activities and tasks. The interactive dashboard pulls data and feeds from within Sage CRM, integrated Sage ERP systems and external websites in real–time and displays them through gadgets on the dashboard. This ensures that your staff have all the data they need at their fingertips and are fully equipped to consistently provide your customers with a professional service without having to switch between screens. Within the interactive dashboard, information in one gadget can be dynamically linked to another gadget for maximum productivity. This provides your staff with the ability to drill–down into prospect and customer information and without having to switch between screens. This overview of relevant and comprehensive information empowers you to make informed decisions and facilitates more insightful conversations with customers.


E.g. The screenshot above shows a user’s customer list by territory in the first gadget, which is dynamically linked to the second gadget, which displays the current opportunities for that customer, which in turn dynamically displays the key facts for that company (number of employees/revenue etc.) in the third gadget.

• Sage CRM v7 can revolutionise how you manage your business and your staff manage their day, thanks to the new Sage CRM v7 interactive dashboard
• The interactive dashboard allows your staff to control and manage activities and tasks from one workspace in real–time including; managing their sales pipeline, co–ordinating their calendar and tasks, monitoring industry news as well as displaying web and RSS feeds, driving productivity throughout your organisation
• The interactive dashboard pulls data and feeds from within Sage CRM, integrated Sage ERP systems and external websites in real–time so users have all the data they need at their fingertips
• The interactive dashboard delivers a convenient and intuitive way to view and action items from a single screen, reducing the need to switch between screens for maximum productivity
• Pre–installed dashboards by role for Sales, Marketing, Customer Service and Management are available out–of–the–box providing relevant content for each department on their desktop when they logon
• RSS and website feeds deliver powerful and relevant content such as news headlines, news monitoring services, blogs and content summaries straight to the interactive dashboard. This allows your staff to opt-in to feeds that are relevant to their role
• Sage CRM v7 is built on advanced and powerful AJAX technology which enables Sage to provide your staff with a rich, personalised user experience through the new interactive dashboard
• Customised workspaces for teams can be created to ensure that the content is appropriate for their needs, delivering maximum usability and flexibility across your organisation
• Personalised workspaces can be created by individuals and layout and content can be customised using drag and drop capabilities for a rich, personalised user–experience
• Your staff can accomplish more thanks to a tailored workspace that combines the data they use the most every day
• Gadgets can be dynamically linked enabling your staff to drill–down into customer data without switching between screens.
• Your staff can tap into the endless possibilities of social networking for instant knowledge about customers and networking opportunities through out–of–the–box integration with LinkedIn®. Your staff can extend this to other social media sites thanks to the website gadget on the interactive dashboard.

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To discuss your requirements, please contact our consultants on 0845 026 2255 or email us.