Sage CRM User Conference Returns on July 28th

Move faster. Sell smarter. Win more.

We now live in a customer experience economy.

Business as usual doesn’t cut it any longer. True differentiators are harder than ever to come by, and the ones we once relied on are disappearing. Our customers demand consistent, high-quality experiences or else they’ll move on. And as our remote business world leaves more and more people feeling disconnected, the customer experience is more important than ever before.

That’s where CRM shines.

CRM has become the central piece of technology that delivers those consistent, high quality experiences our customers demand. But the best technology is nothing without the best practices to drive it.

So, are YOU getting the most from your Sage CRM system?

Join us July 28th for the Sage CRM User Conference 2020 a FREE, one-day, multi-track virtual conference specifically for Sage CRM users!

Our team of expert presenters will show you how to unlock the full potential of your Sage CRM and your business by introducing you to tools and tactics to:
  • Provide a consistent, high-quality customer experience
  • Increase sales per salesperson and per customer
  • Reduce customer turnover
  • Save time and money
  • Keep your customers and your team connected
  • Make your system easier to use
  • Customize your system to fit your unique needs
  • Maximize your return on your CRM investment

Plus, we’re giving away a total of $1500 in prizes to lucky attendees!*

*must be present to win


Jeff Richards & David Beard

Sage CRM is strategically focused on adding a strong CRM toolset to extend the return on investment for our Sage financial customers across the globe.

Join to hear seasoned CRM specialists highlight the recent releases and take a high-level look at the future for Sage CRM!

David Beard

Experts from around the channel will blend traditional “uncovering needs & building value” ideas with advice on how to connect CRM features to clear employee and business benefits and highlight why buy-in matters more than ever before.

David Beard

Learn how to get the most from the resources published in Sage City, a global community with more than 10,000 members focussed exclusively on integrated Sage CRM.

Best Practices

Don Grubor

There are key reports that every SageCRM company should use in their system. Some are built into SageCRM, some can be quickly built to provide you with information to keep CRM users accountable and to manage one’s sales and service activities.

Dan Cousins

Not everyone realizes how much Sage CRM can bend to be easier to use.

In this session, seasoned CRM specialists will cover examples from the field of how organizations have made Sage CRM ‘easier.’

Dan Cousins

In this session, experts from around the channel will cover examples of Sage CRM’s workflow engine, when and why it makes sense (or not), and review the steps required to implement a workflow successfully.

Conrad Roux

Explore the Sage CRM REST API with a C# project that uses CRUD operations to extend the functionality of your CRM! 

Add-Ons & Extensions

Marc Reidy

View your Sage CRM and Sage 300 data from within Outlook, create entities from emails, save emails, log call notes, and more.

Dan Cousins

In this session, seasoned CRM specialists will review the design, functionality, features, benefits, and key differences between Greytrix integration and the free integration provided by Sage.

Paul Caron

In this session, Paul Caron will walk you the through a planned and deliberate approach to maximize benefits and minimize costs when adding Sage CRM to Sage 300.

Marc Reidy

Sage CRM works on any mobile device, as it’s fully customizable and extendable. Users can view their pipeline, log calls, scan business cards and more.

Dhiraj Singh

Greytrix, a Sage Gold Development Parnter, helps organizations enrich customer experiences with their ‘Productivity Suite’ comprising of Self Service Portal, CTI, and Business Manager for Sage CRM.

Jeff Gregorec

TimeLinx PSM (Project and Service Management) extends the functionality of the entire customer, project and service delivery lifecycle in a single system. Reduce errors, duplicate data entry, faster time to cash, real-time reporting along with alerts and notifications.

If you are a project or service organization using Sage CRM, you will definitely be interested in this 30 minute session.

Jeff Richards & Elizabeth Pienaar

Sage refactored Sage CRM 2020 R1 to remove ActiveX dependency for features such as the Outlook Plugin installation and document drop.

What does this mean for Sage CRM customers? What are the challenges and opportunities that are opened up by this news? 

Marc Reidy

With Editable Grids you can speed up data entry and improve the user experience. With the free open source tools you can speed up quote creation, have inline editing, signature capture and add a WYSIWYG Editor to your Sage CRM screens.

Jeff Tweardy

This session will show you how enhancements can be made to allow users to access data easier and more efficiently.

Don Grubor

Give CRM users the option to display all of your CRM company records in Google Maps.

If your salespeople do route sales, there is also the option to build pre-defined routes with this add-on.

Joni Girardi

Join us to see:
– how to use natural language for report and dashboard creation
– must-have reports and dashboards for unparalleled insights
– low investment, 30-min deployment overview.
– how data warehousing can add value to your business.

Marc Reidy

Empower your customers by providing an online portal integrated to Sage CRM including allowing customers build their own orders and push to Sage 100/300, See how you expose Crystal Reports via Sage CRM.


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