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  • Media: Sage CRM v7.1 Data Management Forms (XLS)

    Editable MS Excel sheets of Sage CRM’s fields and drop-down lists. Aimed at Sage CRM implementers preparing customization tasks such as data migration and field and screen customization.
  • Media: Sage CRM v7 Screen Customization Guide (MS Word)

    Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 ...
  • Media: Sage CRM v7 SP1 Data Model (ZIP)

    PDF, Readme, and source of Sage CRM v7 SP1 Data Model.
  • Media: Sage CRM v7.1 SP2 Data Model (ZIP)

    PDF and Readme for Sage CRM v7.1 SP2 Data Model. If you have any queries about this data model, please email sagecrmteam@sage.com .
  • Media: Sage CRM v7.1 SP1 Screen Customization Guide (DOCX)

    This guide documents User Interface Screens and Lists that are commonly customized in CRM. The guide can be used as a template for implementation customization work. Current document version number: IMP-SCG-ENG-711-1.0
  • Media: Construction Management for SageCRM

    HELP Solutions’ Construction CRM Module for SageCRM provides a unique solution for organizations in the construction industry to improve Bid and Job Management. The Construction CRM Module’s customized entities, screens, and workflow allow managers and employees to more easily fulfill...
  • Media: MasterBuilder Integration for SageCRM

    HELP Solutions’ Sage MasterBuilder (SMB) Integration for Sage CRM provides a complete business solution for companies in the construction industry. The Integration allows Sage CRM users to access critical job-specific information from Sage MasterBuilder, and maintain consistent account information...
  • Media: Sage CRM for iPhone

    Available free at Apple's App Store, sCRM Lite from Serversys is a powerful mobile client that lets more users utilise your Sage CRM investment on their iPhones at the touch of a button. Simply download , and open the door to information on your existing CRM systems, with no need for additional coding...
  • Media: SalesFUSION 360

    SalesFUSION 360 is a powerful, yet easy to use and deploy marketing automation platform that is pre-integrated to Sage CRM. Our solution provides all marketing functionality in a single, cloud-based platform. Key features include email marketing, nurture marketing, landing pages, website visitor tracking...
  • Media: Document Bundling

    Tricostar's Timebase Document Bundling/Archiving software is a 100% web-based solution that is available to any team that has a requirement to bundle large amounts of documents. Typical Timebase document bundling software Users Include: Procurement Teams bundling large amounts of documents...
  • Media: AppointmentPlanner for Sage CRM

    AppointmentPlanner for Sage CRM can reschedule several expired appointments at the same time, show free time slots and help field representatives in managing their activities. After installation there will be a new index card "Appointment Planning" under "My CRM". Here you can...
  • Media: Loan and Grant Management for SageCRM

    HELP Solutions’ Loan and Grant Module for Sage CRM empowers your organization’s management team and employees to become more organized and productive in administering Loan and Grant Programs. The goal of the Loan and Grant module is to provide a central database to track and report on...
  • Media: Sage Pay for CRM

    Sage Pay for CRM A Payment System That’s Right for Your Business Safe and Easy way to accept payments Sage Pay , the most trusted payment system in Europe, can now be integrated with Sage CRM, enabling Sage CRM clients to accept and process credit and debit card payments directly...
  • Media: TKDialogs for Sage CRM

    TKDialogs is an easy-to-use call scripting add-on for Sage CRM and SageCRM.com. It is typically used in call centres for scripting inbound and outbound calls, and for self-service on the website. There are two components to TKDialogs: Dialog Player: the runtime element which can be deployed...
  • Media: CRM-411 for Sage CRM

    CRM-411, created by Lexnet Consulting Group, is the lowest TCO mobile solution for Sage CRM, since it doesn’t require any local software to be installed and maintained. Plus, there’s no synchronization and there are no firewall issues to worry about. CRM-411 allows users to easily query...
  • Media: S-Link - Sage 50 / Sage CRM Integration

    S-Link is Marda’s flagship product that has recently been launched to the Sage channel. S-Link is an innovative new product integrating Sage 50 with Sage CRM which saves customers valuable time whilst enabling them to maximise returns. Developed in response to customer requests, S-Link provides...
  • Media: Horizon Spa & Pool Parts makes big splash with Sage Software

    Challenge Horizon Spa & Pool Parts needed to automate processing of 500 orders per day, including order entry, financials, warehouse management, and returns. Solution The company chose Sage CRM because of its complete suite of financial modules and integrated warehouse management software. Results...
  • Media: Sage CRM based solution helps Suffolk County Council Legal Services face the future with confidence

    Challenge Suffolk County Council recognized the importance of sourcing a case management system that would combine time recording with document management. Its aim was to find a more efficient system that would allow it to share legal expertise and capacity between Councils in Suffolk and closely track...
  • Media: Sage software gets CPS back on track

    Challenge A mishmash of programs to track customer data, deliver quotes, and create orders hindered CPS’s efficiency and accuracy, while a lack of effective tracking hampered sales processes. Solution Sage CRM integrates with Sage ERP and Microsoft Outlook so outside sales staff can share information...
  • Media: Sage CRM empowers Waveform Solutions to serve customers even better

    Challenge The company realized it needed to increase efficiencies and improve processes to enable it to serve their customers better. Solution Sage CRM was chosen and rolled-out to Waveform’s technical, sales and marketing teams which increased efficiencies and led to much higher levels of customer...
  • Media: Hosted CRM opens new markets for Tilney

    Challenge Tilney needed a CRM solution to enable them to develop and manage relationships with IFAs and to record the interactions between them and third-parties. They had been using Goldmine but they needed something that was more flexible and could support a broad range of roles across the organisation...
  • Media: The ifs School of Finance counters the competition with Sage CRM

    Challenge A decline in membership figures for ifs, led them to re-position itself as a business school focussed on providing advisory and support services to the financial services authority. This challenge meant that the school had to build effective and lasting relationships with this new target market...
  • Media: Widex builds customer loyalty with Sage CRM

    The Chinese subsidiary of Widex, a Danish manufacturer of hearing aids, has been running its business out of Shanghai since 1998 and employs 127 people. Because the products are made in Denmark, the focus of the office in China is on marketing and distribution, growing sales through distributors and...
  • Media: Wong Fong Engineering delivers excellent customer service with Sage CRM

    Wong Fong Engineering is a leading provider of integrated engineering, waste handling and load management solutions in the Asia Pacific region. For over 20 years, the company has built a reputation for quality work and forged trusted partnerships with many multinational corporations as well as government...
  • Media: Sage CRM delivers a clear business direction for Nexus Solutions

    Find out how Nexus has successfully implemented Sage CRM in their business.