Sage CRM Learning Series

David and Jeff from the Sage CRM global continue their series by inviting along a few of our specialist CRM partners from around the globe, to share their views on Sage CRM, their experiences and their favorite customer stories. 

David and Jeff from the Sage CRM global continue their series by inviting along a few of our specialist CRM partners from around the globe, to share their views on Sage CRM, their experiences and their favorites customer stories.

David Beard and Jeff Richards from the Sage CRM global team continue the series with a reminder on what Sage CRM can do ‘out of the box’, and how to plan for a CRM lifecycle that delivers value & reduce risk for your business – now & in the future.

David & Jeff from the Sage CRM HQ team talk about planning for a successful deployment. They speak about aiming for measurable benefits, different approaches to implementation & how your partner will help you deliver a system your entire company will benefit from.

David & Jeff from the Sage CRM HQ team highlight the core elements of the product’s proposition: With a focus on marketing, sales & service feature sets, this session will help any business understand how they could put modular CRM into action to support their data capture & business process needs.

David Beard and Jeff Richards from the Sage CRM global team continue their series: This time they talk about the history of Sage CRM & its evolution over time.  We look at examples of the first product versions & those early customers, how the product moved into Sage & and a vision for of the product’s future.

Join David Beard and Jeff Richards from the Sage CRM global team as they reflect on history – the business imperatives, the basic ideas & the evolution of technology that supports business’ around the world.

Moving Around the product: How the system is made available, understanding the layout & usage of the interface and common operations

Working with emails, calendars & documents:  Understanding the functions & usage of the leads, opportunities & service entities

Working views and reports: Understand how to design & build report templates, including list, cross-tab & summary reports

Abstract: The objective of the session is to help you better understand how Sage CRM works with your Sage accounting solution. We will look at how your finance team can utilize the tools within Sage CRM to make better & more informed decisions. We will also look at how CRM can enable other functional areas of your business to have access to accounting data from the safety of Sage CRM. 

We hope this session encourages you to think about ways of improving your business processes and to ask more about how Sage CRM can benefit your business immediately.

Timing: 45 minutes

Abstract: Did you know you have a full suite customer management tool—comprising sales, marketing, and customer service features—that works with your Sage accounting product? In this session, you’ll understand how Sage CRM enables this end-to-end business management for any type of company. 

More than 16,000 organizations in 70 countries use the Sage CRM modules to manage their critical sales, marketing, and customer service activities every day. Shouldn’t you be learning why, and how it could work for your business? 

Timing: 30 minutes

Abstract: Sage CRM helps makes the most of cross-selling and up-selling opportunities. With access to pipelines, calendars, reports, contacts, and much more, teams can be freed up to focus their efforts on “doing” the selling. Automated workflow and pipeline management enable activities to be progressed quickly, while data can be shared with anyone that needs it. With easy access to information, every stage of a sale - from lead generation to closing sales – can be managed efficiently. Integrated with your accounting system, you can pull together all the data you need for successful customer management. 

Attend this session, along with colleagues responsible for business development, to see how Sage CRM can be utilized within your organization. 

Timing: 30 minutes

Agenda:

• Setting up automated reminders – 10 minutes.
• Setting up a call campaign – 15-20 minutes.
• Changing Sage CRM Splash screen – 5 minutes.

Abstract: Make use of Sage CRM from home. Help ensure that opportunities are not missed by setting up automatic reminders, and have Sage CRM set up and control a call campaign for your users to contact clients and gather information. This webinar intended for Sage CRM system administrators will cover how to set up automated reminders for users if an item is overdue, and how to set up a call campaign for users to contact customers and log survey information. Also customize your Sage CRM with company messages to help communicate to your users.

Timing: 45 minutes

Abstract: Planning, executing, and measuring the success of marketing campaigns becomes much easier with Sage CRM in your business. Be sure you get the right messages to the right people at the right time, by blending profile information, purchase histories, interests, demographics & more to deliver more highly targeted campaigns. You can monitor budgets, calculate direct revenue yields, and track leads and opportunities, ensuring that you focus all your efforts on the prospects most likely to purchase. 

Attend this session, along with colleagues who are responsible for marketing, to see how Sage CRM can be utilized within your organization.

Timing: 30 minutes

Agenda:

• Specialized report – 10-15 minutes.
• Mass email/Mailchimp email campaign – 15-20 minutes.
• Web to lead – 10 minutes.

Abstract: Use Sage CRM to connect to customers. Set up specialized reports to find clients who have not been contacted in a while. Use Mailchimp to set up e-marketing campaigns and create email templates. Set up a web-to-lead webpage to allow customers and prospects to submit their own leads to Sage CRM. This webinar is intended for Sage CRM system administrators and will demo creating a specialized view and report, using Mailchimp e-marketing integration, and explore the web-to-lead functionality.

Timing: 30 minutes

Abstract: Winning a new customer is only the beginning of what should be a long and profitable relationship. Sage CRM gives you the tools you need to enable high quality customer care and maintain satisfied customers, making every customer interaction informative, effective, and profitable. Designed to help you manage and resolve customer queries and issues efficiently and effectively, with integration to your accounting system, Sage CRM can deliver real time customer information from both front and back office systems to your customer service team. 

Attend this session, along with colleagues who are responsible for after-sales and service functions, to see how Sage CRM can be utilized within your organization. 

Timing: 30 minutes