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Media:
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 NA's Sage 100 accounting proiduct Presented by David Beard & John Woodward. The matching slides are also located here. Abstract: "Sage CRM for Finance (Part I): Increase visibility...
on
3 Sep 2020
Media:
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 inside NA's Sage 100 accounting proiduct Presented by David Beard & John Woodward. Abstract: "Sage CRM for Finance (Part I): Increase visibility, improve efficiency, and support strategy...
on
3 Sep 2020
Media:
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 accounting product Presented by David Beard & John Woodward. The matching slides are also located here. Abstract : "Did you know you have a full suite customer management...
on
3 Sep 2020
Media:
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 accounting product Presented by David Beard & John Woodward. The matching recording is also located here. Abstract: Did you know you have a full suite customer management tool—comprising...
on
3 Sep 2020
Media:
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 accounting proiduct Presented by David Beard. The matching slides are also located here. Abstract: "Sage CRM helps makes the most of cross-selling and up-selling opportunities...
on
3 Sep 2020
Media:
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 accounting product Presented by David Beard. The matching recording is also located here. Abstract: "Sage CRM helps makes the most of cross-selling and up-selling opportunities. With access...
on
3 Sep 2020
Media:
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 & integrated CRM Presented by David Beard. The matching slides are also located here. Abstract : "Planning, executing, and measuring the success of marketing campaigns becomes much easier with...
on
3 Sep 2020
Media:
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, for standalone & integrated CRM Slides to accompany the recording making the case, and demonstrating Sage CRM capabilities, by persona, for standalone & integrated CRM Presented by...
on
3 Sep 2020
Media:
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 & integrated CRM Presented by David Beard. The matching slides are also located here. Abstract: "Winning a new customer is only the beginning of what should be a long and profitable relationship...
on
3 Sep 2020
Media:
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, for standalone & integrated CRM Presented by David Beard. The matching recording is also located here. Abstract: "Winning a new customer is only the beginning of what should be a long...
on
3 Sep 2020
Media:
Webinar Recording: Sage CRM – Getting the Basics right, part 1: Basic System Setup – getting all the pieces in place to support your installation
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 general settings: Setting up the installation & controlling the behaviors for day to...
on
9 Sep 2020
Media:
Slides: Sage CRM – Getting the Basics right, part 1: Basic System Setup – getting all the pieces in place to support your installation
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 general settings: Setting up the installation & controlling the behaviors for day to...
on
9 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:
Slides: Sage CRM – Under the Hood, part 1: Customization Basics – extending the system beyond configuration
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: Understanding the workflow engine & how you...
on
21 Oct 2020