Sage CRM and Sage Enterprise Intelligence, A round up of essential resources.

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Technical Hints Tips and Tricks that cover customization and development using Sage CRM. API usage and coding are covered.

Sage CRM and Sage Enterprise Intelligence, A round up of essential resources.

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Sage Enterprise Intelligence is an intuitive business intelligence solution integrated with Sage business management systems such as Sage 300cloud and Sage Enterprise Management. It helps business users reduce time spent on analysis and reporting and make faster, better-informed decisions.

Sage Enterprise Intelligence provides a visual approach to reporting that allows non-technical users to perform advanced slice-and-dice analysis of data from both the front and back office of the business. This is especially important when Sage CRM is integrated with a powerful business management system like Sage 300cloud.

The ability to connect to both Sage 300cloud and Sage CRM data provides customers with consistent, up-to-date information across the entire organisation.

There are templates provided on the community that may be imported into Sage Enterprise Intelligence to create an example dashboard that will work with Sage CRM data and combine front office information with the data from a Sage BMS system like Sage Enterprise Management or Sage 300cloud. 

The links below provide short cuts to where the templates can be downloaded.

CRM only.zip

  • Sales dashboard
  • Service dashboard
  • Marketing dashboard

CRM-Full (X3 and Geography).zip

  • Sales dashboard
  • Service dashboard
  • Marketing dashboard
  • CRM X3 dashboard
  • Sales dashboard(geographical)

CRM-Geography.zip

  • Sales dashboard(geographical)

CRM-X3.zip

  • Sales dashboard
  • Service dashboard
  • Marketing dashboard
  • CRM X3 dashboard

There are a number of education resources available to you if you want to learn more about the Sage CRM / SEI integration.

Videos

 Sage CRM and SEI: A technical introduction.
 Using the Sage CRM templates in SEI


Blog Articles

Help Center Guides (http://help.sagecrm.com)

Comments
  • Hi Jeff,

    The links are wronged. You might need to swap them.

       Overview of Sage CRM Templates for Sage Enterprise Intelligence

       Sage CRM Templates Installation Guide

  • Thanks for spotting that!  They should be correct now.

  • will the templates work with the new SEI version 8.0.1.27 ? my understanding is the templates are for v7 of SEI.

  • Kannan

    We are double checking with the folks @ Tangerine.  The components work from a Sage CRM perspective.

  • , I think SEI V8 has been released and i am not sure if those templates can be upgraded or requires work

  • My understanding from talking with the SEI team is that when you upgrade from v7 to v8 all objects currently in the environment will follow to version 8.  

    I note that the dashboards section for SEI was redesigned and so the Dashboards may need to be re-created.

  • Hi Jeff, can SEI be used on standalone CRM sites?

  • Technically yes.  But you would need to discuss the commercials with your local Sage team.