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Project Management Methodology - An Introduction
This document is intended to provide a guide to concepts of project management as it relates to successfully implementing CRM systems. The desired result after reading this document is to demonstrate how a CRM project can be deftly executed using an “information set”. This information set...
24 May 2017
Sage CRM General Demonstration Script, persona-based
This Demonstration script has been designed to provide a scenario-based demonstration of Sage CRM as it would be used on a daily basis across a number of customer-facing roles. Each section is accompanied by supporting narrative as well as a detailed walk-through of the area being discussed. This product...
22 Aug 2018
Sage CRM Buyer Personas for Sales, Marketing and Service modules of Sage Business Management Solutions
Looking for some ideas to spark new conversations with people you already know in your customer base? There are two key customer personas that already use Sage Business Management Solutions (BMS) or Accounting products yet perhaps do not think of Sage in the first instance as someone who can solve...
22 Aug 2018
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