Sage CRM Implementation Workbook

Updated: August 2018
The links in the document now point to the Sage CRM 2018 R3 help topics.

A workbook to guide you through the scoping, planning, installation, customization, and roll out of a Sage CRM implementation. This workbook provides sample questions about the business that you can ask key people in the company, forms where you can record their answers, customization guidelines, and links to supporting documentation.

  • Sage CRM Implementation Workbook

    Excellent document