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What’s new guide Sage CRM 2019 R2

The 2019 R2 release of Sage CRM integrated to your Sage accounting solution offers extra features to...
Posted to: Business Partner Sales Tools
by 49

What’s new Guide Sage CRM 2019 R1 [3 page PDF]

"The 2019 R1 release of Sage CRM integrated to your Sage accounting solution offers extra features...
Posted to: Business Partner Sales Tools
by 61

'Has your business outgrown spread sheets?'

Our target audience is potential and existing customers.
Posted to: Business Partner Marketing Tools
by 71

'What is CRM?'

This contains a blog post, source files, email templates and everything else needed to promote the webinar...
Posted to: Business Partner Marketing Tools
by 89

Integrated CRM ERP eBook

As the owner or manager of a successful company, you may already know the benefits of an Enterprise Resource...
Posted to: Business Partner Marketing Tools
by 14

Skyrocket your profits with these 5 proven sales tips

Posted to: Business Partner Marketing Tools
by 13

Data Upload Workbook

The Data Upload feature of Sage CRM is a powerful tool that can save you time and resources when you...
Posted to: Partner Documentation (All Versions)
by 1491

Sage CRM Data Management Forms

Editable MS Excel sheets of Sage CRM fields and drop-down lists. Aimed at Sage CRM implementers preparing...
Posted to: Partner Documentation (All Versions)
by 549

Sage CRM Data Model (ZIP)

JPG illustrating the core Sage CRM Data Model.
Posted to: Partner Documentation (All Versions)
by 830

Sage CRM Implementation Workbook

Updated: August 2018 The links in the document now point to the Sage CRM 2018 R3 help topics. A workbook...
Posted to: Partner Documentation (All Versions)
by 2382

CRM only (SEI templates)

Sales dashboard Service dashboard Marketing dashboard
Posted to: Business Partner General Downloads
by 351

CRM-Full X3 and Geography (SEI templates)

CRM-Full (X3 and Geopgraphy).zip Sales dashboard Service dashboard Marketing dashboard CRM X3 dashboard...
Posted to: Business Partner General Downloads
by 181

CRM-Geography (SEI templates)

CRM-Geography.zip Sales dashboard(geographical) Note: You will need the Mapping Component for geographical...
Posted to: Business Partner General Downloads
by 178

CRM-X3 (SEI templates)

CRM-X3.zip Sales dashboard Service dashboard Marketing dashboard CRM X3 dashboard Note: You will need...
Posted to: Business Partner General Downloads
by 141

Info-Tech's 'Select and Implement a CRM Platform' report July 2016

Info-Tech's 'Select and Implement a CRM Platform' report July 2016
Posted to: Business Partner General Downloads
by 919

Overview of Sage CRM Templates for Sage Enterprise Intelligence

Sage Enterprise Intelligence (SEI) is an intuitive Business Intelligence solution that lets you transform...
Posted to: Business Partner General Downloads
by 1003

SEI Sage CRM Templates Installation Guide

The guide explains how to configure the Sage Enterprise Intelligence (SEI) data source environment for...
Posted to: Business Partner General Downloads
by 1921

Sage CRM Connector for Sage X3 version 2.2 - Release Notes

This document provides information about enhancements implemented, issues addressed, and issues known...
Posted to: Sage CRM Connector for Sage X3
by 990

Sage CRM Connector for Sage X3 version 2.2 - Installation Guide

This guide covers the installation and configuration of the Sage CRM Connector for Sage X3 version 2...
Posted to: Sage CRM Connector for Sage X3
by 1912

Sage CRM Connector for Sage X3 version 4.2 - Installation Guide

This document provides information about how to install and configure the Sage CRM Connector for Sage...
Posted to: Sage CRM Connector for Sage X3
by 802