Sage CRM Tutorials, Tips, Tools and Tricks
Sage CRM Knowledge Center - Your source for on-demand, tips, tricks, and tutorials
Please select from our Sage CRM tutorials, tips and tricks videos to help better understand the functionality of your Sage CRM customer relationship and contact management software.
Importing Leads into Sage CRM
Importing leads that you’ve obtained from a mailing list, tradeshow or other source is an easy task in Sage CRM. In this tutorial we show you how it’s done.
Duration: 8 min 56 sec
Use Cases to Manage Your Customer Support Issues
Sage CRM provides a formalized Case Management system for resolving customer support issues. In this tutorial, we show how you can use Case Management to keep your customers happy and loyal.
Duration: 7 min 29 sec
SageCRM has an address management function that makes it easy for you to maintain and update addresses and see the relationships for the companies and people in your system. Importantly, it also helps keep your CRM system free of duplicate addresses.
Duration: 6 minutes 10 seconds
All Aspects of Your Business Will Gain from Sage CRM's Integration with Sage Accpac Order Entry
The integration between Sage CRM and the Sage Accpac Order Entry system gives your sales, customer service and accounting departments access to a vast amount of information regarding orders, inventory and sales history. It also allows your sales and accounting department the ability to enter quotes and orders from within Sage CRM. In this tutorial, we give you an overview of the integration points.
Duration: 6 min 10 sec
Creating and Using Email Templates in SageCRM
Using email templates saves time and promotes consistency across your company. In this tutorial we show you how to create and use templates in Sage CRM.
Duration: 6 min 8 sec
Update Multiple Contacts Simultaneously with Mass Update in SageCRM
Have you ever had the need to update the same data field across numerous contact records in your CRM system. This can be a time-consuming effort if you have to visit each contact record to make the change. In this tutorial, we'll show you how the Mass Update feature in Sage CRM makes this quick and easy.
Duration: 4 min 34 sec
Sales Forecasting in Sage CRM
Sage CRM includes a sales forecasting system that can reduce the effort and time that your sales team spend each month manipulating spreadsheets to generate their forecasts. In this tutorial, we'll show you how easy it is to use.
Duration: 6 minutes 5 seconds
Sales Opportunity Management in SageCRM
In this tutorial we focus on the basics of creating an Opportunity in Sage CRM. And once you’ve begun to enter opportunities, then you can take advantage of SageCRM’s sales reporting and forecasting tools.
Duration: 4 min 54 sec
Scheduling Tasks and Appointments
One of the benefits of using a CRM system is staying on top of your tasks and appointments. In this tutorial, we’ll show you the basics of appointment and task scheduling.
Duration: 6 minutes 0 seconds
Sage CRM Outlook Integration
In this tutorial, you’ll see how to enable the integration between Outlook and SageCRM, and how to file emails from your Outlook Inbox into Sage CRM.
Duration: 4 minutes 40 seconds
Rapidly Locate Information with Powerful Search Tools
In this tutorial, we’ll take a look at how SageCRM’s powerful search tools make it easy for you to rapidly locate the information you need.
Duration: 5 min 23 sec
Merging Duplicate Companies and People
Sage CRM provides several tools for keeping your data as clean as possible. This includes a function that allows you to merge duplicate companies and people. The merge function is also useful for combining company records when one of your customers acquires another. In this tutorial, we’ll show you how easy it is to use the merge tool.
Duration: 4 min 12 sec