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    The guide explains how to configure the Sage Enterprise Intelligence (SEI) data source environment for Sage CRM, and how to import the Sage CRM templates into SEI. Revision: SEI_DST-ENG-72-1.0 Updated: May 2016
  • Media: Overview of Sage CRM Templates for Sage Enterprise Intelligence

    Sage Enterprise Intelligence (SEI) is an intuitive Business Intelligence solution that lets you transform complex, fragmented data into meaningful information. SEI integrates fully with Sage Business Management Solutions (BMS) and Sage CRM. It provides intuitive tools that let you securely access and...
  • Media: CRM-Full X3 and Geography (SEI templates)

    CRM-Full (X3 and Geopgraphy).zip Sales dashboard Service dashboard Marketing dashboard CRM X3 dashboard Sales dashboard(geographical) Note: You will need the Mapping Component for geographical dashboards found here .
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    CRM-Geography.zip Sales dashboard(geographical) Note: You will need the Mapping Component for geographical dashboards found here .
  • Media: CRM-X3 (SEI templates)

    CRM-X3.zip Sales dashboard Service dashboard Marketing dashboard CRM X3 dashboard Note: You will need an X3 installation for X3 dashboards. You will need 7-zip or WinRar to open this file.