Sage CRM Community

Title	Date	Downloads
Sage CRM 2021 - General Demonstration Script, persona-based David Beard This Demonstration script has been designed to provide a scenario-based demonstration of Sage CRM as... Sage 100 Sage 300 Demo Script Sage 50 integrated CRM CRM demonstration persona Posted to: Business Partner Sales Tools	15 Apr 2021 by David Beard	86
Project Management Methodology - An Introduction v3 Jeff Richards This document is intended to provide a guide to concepts of project management as it relates to successfully... Posted to: Business Partner Sales Tools	25 Mar 2021 by Jeff Richards	68
Slides: Sage CRM for Customer Service: Make the most of every customer service interaction David Beard Slides to accompany the recording making the case, and demonstrating Sage CRM capabilities, by persona... Sage 100 usa Sage 300 Sage 50 integrated CRM CRM Beard North America Posted to: Business Partner Sales Tools	3 Sep 2020 by David Beard	117
Customer Webinar Recording: Sage CRM for Customer Service: Make the most of every customer service interaction David Beard A recording making the case, and demonstrating Sage CRM capabilities, by persona, for standalone &... Sage 100 usa Sage 300 Sage 50 integrated CRM CRM Beard North America Posted to: Business Partner Sales Tools	3 Sep 2020 by David Beard	132
Slides: Sage CRM for Marketing: Making your budgets focus on the results you need David Beard The slides to accompany the recording. Making the case, and demonstrating Sage CRM capabilities, by persona... Sage 100 usa integrated CRM CRM Beard North America Posted to: Business Partner Sales Tools	3 Sep 2020 by David Beard	114
Customer Webinar Recording: Sage CRM for Marketing: Making your budgets focus on the results you need David Beard A recording making the case, and demonstrating Sage CRM capabilities, by persona, for standalone &... Sage 100 usa Sage 300 Sage 50 integrated CRM CRM Beard North America Posted to: Business Partner Sales Tools	3 Sep 2020 by David Beard	99
Slides: Sage CRM for Sales: Making sales teams work smarter, not harder David Beard Slides to accompany the recording making the case, and demonstrating Sage CRM inside NA's Sage 100... Sage 100 usa Sage 300 Sage 50 integrated CRM CRM Beard North America Posted to: Business Partner Sales Tools	3 Sep 2020 by David Beard	115
Customer Webinar Recording: Sage CRM for Sales: Making sales teams work smarter, not harder David Beard Recording (MP4 format) of a 40 minute session making the case, and demonstrating Sage CRM inside NA's... Sage 100 usa Sage 300 Sage 50 integrated CRM CRM Beard North America Posted to: Business Partner Sales Tools	3 Sep 2020 by David Beard	101
Slides: Sage CRM for Finance (Part II): A 360 View of Your Business David Beard Slides to accompany the recording making the case, and demonstrating Sage CRM inside NA's Sage 100... Sage 100 usa Sage 300 Sage 50 integrated CRM CRM woodward Beard North America Posted to: Business Partner Sales Tools	3 Sep 2020 by David Beard	93
Customer Webinar Recording: Sage CRM for Finance (Part II): A 360 View of Your Business David Beard Recording (MP4 format) of a 40 minute session making the case, and demonstrating Sage CRM inside NA's... Sage 100 usa integrated CRM CRM woodward Beard North America Posted to: Business Partner Sales Tools	3 Sep 2020 by David Beard	96
Customer Webinar Slides: Sage CRM for Finance (Part I) David Beard Slides that accompany the recording of a 40 minute session making the case, and demonstrating Sage CRM... Sage 100 usa integrated CRM CRM woodward Beard North America Posted to: Business Partner Sales Tools	3 Sep 2020 by David Beard	93
Customer Webinar Recording: Sage CRM for Finance (Part I) David Beard Recording (MP4 format, zipped) of a 40 minute session making the case, and demonstrating Sage CRM inside... Sage 100 usa Sage 300 Sage 50 integrated CRM CRM woodward Beard North America Posted to: Business Partner Sales Tools	3 Sep 2020 by David Beard	133
What’s new Guide Sage CRM 2020 R2 [3 page PDF] David Beard The focus for this release has been on ensuring compatibility with security led environmental changes... 2020 R2 Posted to: Business Partner Sales Tools	17 Aug 2020 by David Beard	309
What’s new guide Sage CRM 2019 R2 David Beard The 2019 R2 release of Sage CRM integrated to your Sage accounting solution offers extra features to... 2019 R2 release information pdf Posted to: Business Partner Sales Tools	20 Aug 2019 by David Beard	165
Sage CRM Overview Presentation 2019 David Beard This deck is for staff & resellers to help them position the Sage CRM story and show how every business... overview presentation deck powerpoint sales marketing pitch Posted to: Business Partner Sales Tools	20 Aug 2019 by David Beard	283
"Umsatzpotentiale finden und ausschöpfen" - Sage 100 CRM German Brochure David Beard "Sage 100 crm Umsatzpotentiale finden und ausschöpfen Wer seine Kunden kennt, kennt den Weg... CRM german 100 Posted to: Business Partner Sales Tools	2 Apr 2019 by David Beard	105
Overview brochure: "Put your business on the path to growth" [9 page PDF] David Beard Overview brochure: "Put your business on the path to growth" [ Nine page PDF ] Designed for... brochure crm integrated Posted to: Business Partner Sales Tools	13 Feb 2019 by David Beard	134
What’s new Guide Sage CRM 2019 R1 [3 page PDF] David Beard "The 2019 R1 release of Sage CRM integrated to your Sage accounting solution offers extra features... what's new 2019R1 Posted to: Business Partner Sales Tools	12 Feb 2019 by David Beard	155
Sage CRM Buyer Personas for Sales, Marketing and Service modules of Sage Business Management Solutions David Beard Looking for some ideas to spark new conversations with people you already know in your customer base... Sage CRM Sales Enablement rfi rfp response template sales guide Posted to: Business Partner Sales Tools	22 Aug 2018 by David Beard	173
Business Canvas Template Jeff Richards A business case canvas is an initial sketch of your business case that can be done early in the sales... Posted to: Business Partner Sales Tools	19 May 2017 by Jeff Richards	155

Sage CRM 2021 - General Demonstration Script, persona-based

David Beard

This Demonstration script has been designed to provide a scenario-based demonstration of Sage CRM as...

Sage 100 Sage 300 Demo Script Sage 50 integrated CRM CRM demonstration persona

Posted to: Business Partner Sales Tools

15 Apr 2021 by David Beard

86

Project Management Methodology - An Introduction v3

Jeff Richards

This document is intended to provide a guide to concepts of project management as it relates to successfully...

Posted to: Business Partner Sales Tools

25 Mar 2021 by Jeff Richards

68

Slides: Sage CRM for Customer Service: Make the most of every customer service interaction

David Beard

Slides to accompany the recording making the case, and demonstrating Sage CRM capabilities, by persona...

Sage 100 usa Sage 300 Sage 50 integrated CRM CRM Beard North America

Posted to: Business Partner Sales Tools

3 Sep 2020 by David Beard

117

Customer Webinar Recording: Sage CRM for Customer Service: Make the most of every customer service interaction

David Beard

A recording making the case, and demonstrating Sage CRM capabilities, by persona, for standalone &...

Sage 100 usa Sage 300 Sage 50 integrated CRM CRM Beard North America

Posted to: Business Partner Sales Tools

3 Sep 2020 by David Beard

132

Slides: Sage CRM for Marketing: Making your budgets focus on the results you need

David Beard

The slides to accompany the recording. Making the case, and demonstrating Sage CRM capabilities, by persona...

Sage 100 usa integrated CRM CRM Beard North America

Posted to: Business Partner Sales Tools

3 Sep 2020 by David Beard

114

Customer Webinar Recording: Sage CRM for Marketing: Making your budgets focus on the results you need

David Beard

A recording making the case, and demonstrating Sage CRM capabilities, by persona, for standalone &...

Sage 100 usa Sage 300 Sage 50 integrated CRM CRM Beard North America

Posted to: Business Partner Sales Tools

3 Sep 2020 by David Beard

99

Slides: Sage CRM for Sales: Making sales teams work smarter, not harder

David Beard

Slides to accompany the recording making the case, and demonstrating Sage CRM inside NA's Sage 100...

Sage 100 usa Sage 300 Sage 50 integrated CRM CRM Beard North America

Posted to: Business Partner Sales Tools

3 Sep 2020 by David Beard

115

Customer Webinar Recording: Sage CRM for Sales: Making sales teams work smarter, not harder

David Beard

Recording (MP4 format) of a 40 minute session making the case, and demonstrating Sage CRM inside NA's...

Sage 100 usa Sage 300 Sage 50 integrated CRM CRM Beard North America

Posted to: Business Partner Sales Tools

3 Sep 2020 by David Beard

101

Slides: Sage CRM for Finance (Part II): A 360 View of Your Business

David Beard

Slides to accompany the recording making the case, and demonstrating Sage CRM inside NA's Sage 100...

Sage 100 usa Sage 300 Sage 50 integrated CRM CRM woodward Beard North America

Posted to: Business Partner Sales Tools

3 Sep 2020 by David Beard

93

Customer Webinar Recording: Sage CRM for Finance (Part II): A 360 View of Your Business

David Beard

Recording (MP4 format) of a 40 minute session making the case, and demonstrating Sage CRM inside NA's...

Sage 100 usa integrated CRM CRM woodward Beard North America

Posted to: Business Partner Sales Tools

3 Sep 2020 by David Beard

96

Customer Webinar Slides: Sage CRM for Finance (Part I)

David Beard

Slides that accompany the recording of a 40 minute session making the case, and demonstrating Sage CRM...

Sage 100 usa integrated CRM CRM woodward Beard North America

Posted to: Business Partner Sales Tools

3 Sep 2020 by David Beard

93

Customer Webinar Recording: Sage CRM for Finance (Part I)

David Beard

Recording (MP4 format, zipped) of a 40 minute session making the case, and demonstrating Sage CRM inside...

Sage 100 usa Sage 300 Sage 50 integrated CRM CRM woodward Beard North America

Posted to: Business Partner Sales Tools

3 Sep 2020 by David Beard

133

What’s new Guide Sage CRM 2020 R2 [3 page PDF]

David Beard

The focus for this release has been on ensuring compatibility with security led environmental changes...

2020 R2

Posted to: Business Partner Sales Tools

17 Aug 2020 by David Beard

309

What’s new guide Sage CRM 2019 R2

David Beard

The 2019 R2 release of Sage CRM integrated to your Sage accounting solution offers extra features to...

2019 R2 release information pdf

Posted to: Business Partner Sales Tools

20 Aug 2019 by David Beard

165

Sage CRM Overview Presentation 2019

David Beard

This deck is for staff & resellers to help them position the Sage CRM story and show how every business...

overview presentation deck powerpoint sales marketing pitch

Posted to: Business Partner Sales Tools

20 Aug 2019 by David Beard

283

"Umsatzpotentiale finden und ausschöpfen" - Sage 100 CRM German Brochure

David Beard

"Sage 100 crm Umsatzpotentiale finden und ausschöpfen Wer seine Kunden kennt, kennt den Weg...

CRM german 100

Posted to: Business Partner Sales Tools

2 Apr 2019 by David Beard

105

Overview brochure: "Put your business on the path to growth" [9 page PDF]

David Beard

Overview brochure: "Put your business on the path to growth" [ Nine page PDF ] Designed for...

brochure crm integrated

Posted to: Business Partner Sales Tools

13 Feb 2019 by David Beard

134

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

David Beard

"The 2019 R1 release of Sage CRM integrated to your Sage accounting solution offers extra features...

what's new 2019R1

Posted to: Business Partner Sales Tools

12 Feb 2019 by David Beard

155

Sage CRM Buyer Personas for Sales, Marketing and Service modules of Sage Business Management Solutions

David Beard

Looking for some ideas to spark new conversations with people you already know in your customer base...

Sage CRM Sales Enablement rfi rfp response template sales guide

Posted to: Business Partner Sales Tools

22 Aug 2018 by David Beard

173

Business Canvas Template

Jeff Richards

A business case canvas is an initial sketch of your business case that can be done early in the sales...

Posted to: Business Partner Sales Tools

19 May 2017 by Jeff Richards

155