New Accpac CRM
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Sage Accpac has released version 5.8 of its CRM software featuring new end-user dashboard options, improved data management capabilities and extended system administration features.

The new administration capabilities include new default templates that allow system administrators to quickly create new user profiles from existing baseline security and role-based settings. New monitoring features allow managers to measure system usage at team or individual user levels. Usage reports include historical session duration, user activity, access methods and more. New log-on features include configurable ID and password strength checks to ensure system security.

Users can create multiple dashboards to track metrics and key performance indicators that provide the visibility they need to improve their sales, marketing or customer care operations, says the company.

Enhanced dashboard capabilities allow end users to create custom dashboards that contain the information most relevant to their daily workflow. Dashboards can include a variety of data components such as favourite reports, embedded charts with drill-down capabilities, saved data searches, customer snapshots, lists of hot leads, high priority customer support issues and more.

New data management capabilities include improved data imports and conversion, report organisation and list management. The new contact import feature is designed to better support businesses that market and sell to end consumers. The enhanced lead-to-opportunity conversion capability retains all historical communications for improved data tracking.

“Our customers can choose the Sage Accpac CRM Solution that is right for their growth model, workflow and budget,” explained Mike Lorge, general manager (Pacific), Sage Accpac. “The flexibility of having on-demand and on-premises deployment options provides the ideal level of control for small or mid-sized businesses. All of an organisation’s deployment priorities are addressed, whether these are centred on 24/7 availability and administration, end-user adoption, depth of CRM capabilities, ease of configuration, integration or total cost of ownership.”

The Accpac CRM system works either as an on-demand or on-premises solution and provides the ability to migrate between them.