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.
Join us July 28th for the Sage CRM User Conference 2020 a FREE, one-day, multi-track virtual conference specifically for Sage CRM users!
- 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
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!
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.
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.
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.
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.’
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.
Explore the Sage CRM REST API with a C# project that uses CRUD operations to extend the functionality of your CRM!
Add-Ons & Extensions
View your Sage CRM and Sage 300 data from within Outlook, create entities from emails, save emails, log call notes, and more.
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.
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.
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.
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.
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?
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.
This session will show you how enhancements can be made to allow users to access data easier and more efficiently.
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.
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.
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.