Sage Software 5.8 manual Chapter Introduction, What is CRM Self Service

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Chapter 1

Introduction

This guide is for Sage CRM Implementers.

Please note that while the document refers to Sage CRM, CRM, or the CRM system throughout, all functionality covered is also relevant to Sage CRM MME, Sage Accpac CRM, and Softline Accpac CRM.

We assume that you have:

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Experience in carrying out CRM implementations.

Proficiency in customizing CRM systems.

A working knowledge of eWare blocks, HTML, creation of Active Server Pages (ASPs), Include files, cascading style sheets (CSSs), and general Web design concepts.

„Knowledge of database administration and security concepts.

What is CRM Self Service

CRM Self Service lets you create a Self Service Web site that integrates traditional corporate Web sites with Sage CRM.

With CRM Self Service, customers can log onto the Self Service Web site to perform functions, such as viewing account information, reporting problems, or requesting product information.

The extent of the customer access to corporate data or their ability to perform these functions is determined by the particular Self Service implementation. Registered and anonymous visitors can access the site, and different information can be made available to them on that basis.

The CRM Self Service application server can be run remotely from the CRM database server, via a link between Self Service and CRM.

For example, a customer care case entered via the CRM system can be viewed on the Self Service Web site. This functionality is achieved though ASP pages.

Self Service Guide 1–1

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Contents Sage Accpac CRM Self Service Guide Page Contents Self Service Functionality Chapter Introduction What is CRM Self ServiceChapter Summary Chapter SummaryChapter Getting Started Prerequisites for Self Service ImplementationsInstalling Self Service Now you can… Setting up Self ServiceTo begin creating a Self Service Web site Chapter Self Service Web SitePlanning a Self Service Web Site EWaress.js File Understanding Basic Self Service ArchitectureAccessing the Site Block Name Type of Block Description Customizing the Self Service Web SiteWithout the Extensibility Module With the Extensibility Module Application Level Security Chapter Self Service Security„ Explain Self Service security Visitor List Chapter Self Service Administration in CRMSelf Service Administration To view the Self Service administration area in CRM Self Service ConfigurationField Description Visitor Maintenance Enabling a Person for Self ServiceTo enable a person for Self Service To remove anonymous visitorsSelf Service page before user is enabled Enabling a Company for Self Service Logging On Chapter Self Service FunctionalityTo log onto the Self Service Web site Newsletter To access the Newsletter area of the siteAnonymous Visitors Registered Visitors Reviewing Existing Cases To access the Support area of the Self Service siteProblem details Requesting Information Logging a New CaseTo find a solution Finding SolutionsSolutions list CRM Document Version Code IMP-SEL-ENG-580-1.0
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5.8 specifications

Sage Software 5.8 is a robust accounting and business management solution designed to cater to the needs of small to medium-sized enterprises. This version brings forth a multitude of enhancements that streamline operations and improve overall performance in financial management.

One of the main features of Sage Software 5.8 is its enhanced user interface. The software embraces a more intuitive design that simplifies navigation, allowing users to access crucial information quickly. This improved usability is complemented by customizable dashboards that give users a snapshot of their business performance at a glance.

In terms of functionality, Sage Software 5.8 includes advanced financial management capabilities. Users can efficiently handle accounts payable and receivable, manage payroll, and conduct detailed reporting with ease. The software’s reporting tools are particularly noteworthy, offering pre-built reports and an intuitive report builder that empower users to create custom reports tailored to their specific business needs.

Furthermore, Sage 5.8 integrates seamlessly with various third-party applications, enhancing its capabilities. This integration allows for real-time data synchronization, ensuring that users have access to up-to-date information across different platforms. Such interoperability is crucial for businesses looking to create a cohesive ecosystem of applications that work together harmoniously.

Security is another critical characteristic of Sage Software 5.8. The software utilizes advanced encryption protocols to protect sensitive financial data, ensuring compliance with industry regulations. Additionally, the implementation of user roles and permissions helps businesses safeguard their information, allowing access only to authorized personnel.

Another valuable feature is the mobile accessibility that Sage Software 5.8 offers. This functionality enables users to manage their accounting tasks on-the-go, providing flexibility and convenience. The cloud-based deployment option offers further scalability and ensures that businesses can access their data from anywhere, enhancing productivity.

Sage Software 5.8 stands out in its ability to support multi-currency transactions, making it an ideal choice for businesses operating on a global scale. Users can easily manage foreign currencies, track exchange rates, and generate reports that account for currency fluctuations.

In summary, Sage Software 5.8 combines advanced financial management, improved user experience, robust security measures, and flexible accessibility to deliver a comprehensive solution for businesses. Its ability to integrate with other applications and support multi-currency operations position it as a leading choice for organizations looking to enhance their accounting processes and overall operational efficiency.
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