Tips and Tricks: SageCRM

Scheduling Tasks and Appointments

One of the benefits of using a SageCRM system is staying on top of your tasks and appointments. In this tutorial, we’ll show you the basics of appointment and task scheduling.
Duration: 6 min.

Sales Opportunity Management

SageCRM provides a powerful set of sales pipeline management tools and the process begins with your salespeople entering their Opportunities into the system. In this tutorial, we focus on the basics of creating an Opportunity in SageCRM. And once you’ve begun to enter opportunities, then you can take advantage of SageCRM’s sales reporting and forecasting tools.
Duration: 4 min. 54 sec.

Sales Forecasting

Description: SageCRM includes a sales forecasting system that can reduce the effort and time that your sales team spend each month manipulating spreadsheets to generate their forecasts. In this tutorial, we'll show you how easy it is to use.
Duration: 6 min. 5 sec.

Promoting CRM Prospects to Sage Accpac Customers

Description: SageCRM is now included with Sage Accpac ERP and this powerful, integrated combination forms the basis of the Sage Accpac Extended Enterprise Suite. In this tutorial, we’ll start with the basics of how to promote a prospect in SageCRM to a customer in Sage Accpac.
Duration: 3 min. 57 sec.

Create Marketing Target Lists with Ease

Description: SageCRM provides a strong set of marketing tools that help keep your company in front of leads, prospects and customers. The starting point for most marketing efforts is the creation of a target list. In this tutorial, we’ll show you how to build target lists for your marketing campaigns in SageCRM.
Duration: 5 min. 47 sec.

Capture Leads from Your Web Site

Capturing leads from your company’s web site is especially useful for seminar registrations, newsletter signups, and brochure requests to name a few. In this tutorial, we’ll show you how it works and how to set it up.
Duration: 4 min. 13 sec.

Create Custom Alerts Using Quick Notifications

SageCRM provides a Quick Notification feature that alerts you of important issues as they arise. In this tutorial, we'll show you how easy it is to configure and use this powerful tool.
Duration: 4 min. 17 sec.

Easily Add Selection List Fields to Screens in SageCRM

SageCRM enables you to configure your own data fields with ease. In this tutorial, we’ll take a look at how easy it is to add a selection list field to a screen in SageCRM.
Duration: 4 min. 12 sec.

Rapidly Locate Information with Powerful Search Tools

CRM systems can hold a vast amount of customer and sales information and it’s critical that the data be easily accessible. In this tutorial, we’ll take a look at how SageCRM’s powerful search tools make it easy for you to rapidly locate the information you need.
Duration: 5 min. 23 sec.