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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:
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