Sage CRM Community

Media: Webinar Recording: Sage CRM – An overview, part 1: Navigation, the main entities & the functional basics of using CRM

David Beard

A recording helping users & resellers understand product fundamentals, ahead of any in-depth training Presented by David Beard. The matching slides are also located here. Abstract: "Moving Around the product: How the system is made available, understanding the layout & usage of the...

on 3 Sep 2020

Media: Slides: Sage CRM – An overview, part 1: Navigation, the main entities & the functional basics of using CRM

David Beard

Slides to accompany the recording making the case, and demonstrating Sage CRM capabilities, by persona, for standalone & integrated CRM Presented by David Beard. The matching slides are also located here. Abstract: "Moving Around the product: How the system is made available, understanding...

on 3 Sep 2020

Media: Webinar Recording: Sage CRM – An overview, part 2: Looking at the functional tools for marketing, sales & service

David Beard

A recording helping users & resellers understand product fundamentals, ahead of any in-depth training Presented by David Beard. The matching slides are also located here. Abstract: "Working with emails, calendars & documents: Understanding the functions & usage of the leads, opportunities...

on 3 Sep 2020

Media: Slides: Sage CRM – An overview, part 2: Looking at the functional tools for marketing, sales & service

David Beard

Slides to accompany the recording making the case, and demonstrating Sage CRM capabilities, by persona, for standalone & integrated CRM Presented by David Beard. The matching recording is also located here. Abstract : "Working with emails, calendars & documents: Understanding the functions...

on 3 Sep 2020

Media: Webinar Recording: Sage CRM – Getting the Basics right, part 2: Configuration Basics - tailoring the system with the built-in tools

David Beard

A recording helping users & resellers understand product fundamentals, ahead of any in-depth training Presented by David Beard. The matching slides are also located here. Abstract: "Working with the ‘out of the box’ tools, part 2: How to change the look & operation of...

on 23 Sep 2020

Media: Slides: Sage CRM – Getting the Basics right, part 2: Configuration Basics - tailoring the system with the built-in tools

David Beard

Slides helping users & resellers understand product fundamentals, ahead of any in-depth training Presented by David Beard. The matching recording is also located here. Abstract: "Working with the ‘out of the box’ tools, part 2: How to change the look & operation of Sage...

on 23 Sep 2020

Media: Webinar Recording: Sage CRM – Under the Hood, part 2: Extended Features – leveraging other parts of Sage CRM

David Beard

A recording helping users & resellers understand product fundamentals, ahead of any in-depth training. Presented by David Beard. The matching slides are also located here. Abstract : "Taking configuration to the next level – how to programmatically extend the product & understand...

on 21 Oct 2020

Media: Slides: Sage CRM – Under the Hood, part 2: Extended Features – leveraging other parts of Sage CRM

David Beard

Slides helping users & resellers understand product fundamentals, ahead of any in-depth training Presented by David Beard. The matching recording is also located here. Abstract : "Taking configuration to the next level – how to programmatically extend the product & understand the...

on 21 Oct 2020