Search Sage CRM documentation, community and videos

 

Type Title Downloads Rating

Example Mapping Component

This file can be downloaded and unzipped to provide example code for a mapping project. This component...
Posted to: Additional SDK Examples
by 19

Example Twitter Integration: C# Project code

This file can be downloaded and unzipped to provide the source code for a version of the C# Project used...
Posted to: Additional SDK Examples
by 91

Sample Yammer Integration Component

This project provides an example of an integration with Yammer, which is a cloud-based Enterprise Social...
Posted to: Additional SDK Examples
by 94

Sample Twitter Integration Component

This project provides an example of an integration with Twitter, is a microblogging system that allows...
Posted to: Additional SDK Examples
by 97

Sample Facebook Integration Component

This project provides an example of an integration with Facebook, which is a social networking website...
Posted to: Additional SDK Examples
by 93

Sage CRM Connector for Sage X3 version 4.2 - Troubleshooting Guide

This document is for system administrators who need to troubleshoot issues with the Sage CRM Connector...
Posted to: Sage CRM Connector for Sage X3
by 829

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 704

Sage CRM Connector for Sage X3 version 4.2 - Release Notes

Updated: July 2018 This document provides information about enhancements implemented and issues addressed...
Posted to: Sage CRM Connector for Sage X3
by 678

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 497

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 829

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 1380

CRM only (SEI templates)

Sales dashboard Service dashboard Marketing dashboard
Posted to: Business Partner General Downloads
by 329

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 945

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 124

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 164

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 162

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 935

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 1798

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 1765

Sage CRM Data Model (ZIP)

JPG illustrating the core Sage CRM Data Model.
Posted to: Partner Documentation (All Versions)
by 765