Sage CRM Community

Title	Date	Downloads
Sage CRM Return on Investment Calculator CRMDPAdmin This Sage CRM return-on-Investment calculator has been developed by Nucleus Research and complies with... Return on Invesment Calculator ROI Sage CRM Posted to: Business Partner Sales Tools	21 May 2010 by CRMDPAdmin	135
Sage CRM ROI Financial Modelling Tool Anonymous Posted to: Business Partner Sales Tools	1 Mar 2011 by Anonymous	187
Sage CRM Response Template David Beard New & improved for 2017 & beyond. A 67 page RFI / RFP / response template for use in your... rfi rfp response template sales guide Posted to: Business Partner Sales Tools	19 May 2017 by David Beard	103
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	91
Project Management Methodology - An Introduction Jeff Richards $core_v2_ui.GetPreviewHtml($media.File.FileUrl, "%{width=114,height=114}") This document is intended to provide a guide to concepts of project management as it relates to successfully... Sales Enablement Project Management rfi rfp response template sales guide Posted to: Business Partner Sales Tools	24 May 2017 by Jeff Richards	153
What's New in Sage CRM 2018 R3 - 4 page PDF David Beard "The 2018 R3 release of Sage CRM integrated to your Sage accounting solution offers extra features... Posted to: Business Partner Sales Tools	10 Aug 2018 by David Beard	84
Sage CRM General Demonstration Script, persona-based David Beard $core_v2_ui.GetPreviewHtml($media.File.FileUrl, "%{width=114,height=114}") This Demonstration script has been designed to provide a scenario-based demonstration of Sage CRM as... Demo Script Sage CRM demo script gatecom Sales Enablement Posted to: Business Partner Sales Tools	22 Aug 2018 by David Beard	109
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	78
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	104
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	75
"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	58
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	101
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	110
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	92
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	25
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	25
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	23
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	28
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	24
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	31

Sage CRM Return on Investment Calculator

CRMDPAdmin

This Sage CRM return-on-Investment calculator has been developed by Nucleus Research and complies with...

Return on Invesment Calculator ROI Sage CRM

Posted to: Business Partner Sales Tools

21 May 2010 by CRMDPAdmin

135

Sage CRM ROI Financial Modelling Tool

Anonymous

Posted to: Business Partner Sales Tools

1 Mar 2011 by Anonymous

187

Sage CRM Response Template

David Beard

New & improved for 2017 & beyond. A 67 page RFI / RFP / response template for use in your...

rfi rfp response template sales guide

Posted to: Business Partner Sales Tools

19 May 2017 by David Beard

103

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

91

Project Management Methodology - An Introduction

Jeff Richards

$core_v2_ui.GetPreviewHtml($media.File.FileUrl, "%{width=114,height=114}")

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

Sales Enablement Project Management rfi rfp response template sales guide

Posted to: Business Partner Sales Tools

24 May 2017 by Jeff Richards

153

What's New in Sage CRM 2018 R3 - 4 page PDF

David Beard

"The 2018 R3 release of Sage CRM integrated to your Sage accounting solution offers extra features...

Posted to: Business Partner Sales Tools

10 Aug 2018 by David Beard

84

Sage CRM General Demonstration Script, persona-based

David Beard

$core_v2_ui.GetPreviewHtml($media.File.FileUrl, "%{width=114,height=114}")

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

Demo Script Sage CRM demo script gatecom Sales Enablement

Posted to: Business Partner Sales Tools

22 Aug 2018 by David Beard

109

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

78

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

104

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

75

"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

58

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

101

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

110

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

92

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

25

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

25

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

23

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

28

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

24

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

31