CRM Video 1: Sage CRM: Create Custom Alerts Using Quick Notifications Video
SageCRM has a Quick Notifications feature that allows you to create your own custom alerts based on the criteria that you set. In this tutorial, we show you how easy it is to configure and use this powerful tool.
Duration: 4 min 17 sec
CRM Video 2: Sage CRM: Rapidly Locate Information with Powerful Search Tools Video
SageCRM can hold a vast amount of customer and sales information and it is critical that the data be easily accessible. In this tutorial, we take a look at how the powerful search tools in SageCRM make it easy for you to rapidly locate the information you need.
Duration: 5 min 23 sec
CRM Video 3: Sage CRM: Easily Add Selection List Fields to Screens in SageCRM Video
SageCRM allows you to add your own data fields with ease. In this tutorial, we take a look at how easy it is to add a selection list field to a screen in SageCRM.
Duration: 4 min 10 sec
CRM Video 4: Sage CRM: Capture Leads from Your Web Site Video
Capturing leads from your web site into SageCRM is useful for seminar registrations, brochure requests and newsletter signups to name a few. In this tutorial, we show you how it works and how to set it up.
Duration: 4 min 13 sec
CRM Video 5: Sage CRM: Assigning Tasks and Appointments Video
One of the benefits of using a CRM system is staying on top of your tasks and appointments. In this tutorial, we show you the basics of appointment and task scheduling.
Duration: 6 min 0 sec
CRM Video 6: Sage CRM: Sales Opportunity Management Video
SageCRM provides powerful sales pipeline management tools and the process begins with your salespeople entering their Opportunities into the system. In this tutorial, we focus on the basics of creating an Opportunity in SageCRM. And once you start entering your opportunities, then you can take advantage of SageCRM’s sales reporting and forecasting tools.
Duration: 4 min 54 sec
CRM Video 7: Sage CRM: Sales Forecasting Video
SageCRM includes a sales forecasting function that reduces the time and effort that your sales team spends each month manipulating spreadsheets. In this tutorial, we show you how easy it is to use.
Duration: 6 min 5 sec
CRM Video 8: Sage CRM: Introduction to CRM Marketing Tools Video
Powerful marketing tools in SageCRM help you target the right prospects and customers, execute campaigns, and track responses. In this tutorial, we focus on the basics of setting up a campaign.
Duration: 5 min 43 sec
CRM Video 9: SageCRM Mass Update Feature Video
Have you ever had the need to update the entries in a 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 show you how the Mass Update feature in SageCRM makes this quick and easy.
Duration: 4 min 34 sec
CRM Video 10: Sage CRM: Track and Manage Related Entities in Sage CRM Video
The Related Entities feature in SageCRM lets you track relationships between holding companies and their subsidiaries, vendors and their customers, and the firms that compete against you on sales opportunities to name a few. In this tutorial, we show you how the related entities feature is used and how to set it up for your specific needs.
Duration: 5 min 51 sec
CRM Video 11: Sage CRM: Using Email Templates Video
Creating templates for frequently sent emails, such as quotes, brochures, among others can save time and promote consistency across your company. In this tutorial we show you how to create and use email templates in SageCRM.
Duration: 6 min 8 sec
CRM Video 12: Sage CRM: Team CRM Video
The Team feature in SageCRM allows you to categorize your staff by function and gives you a consolidated, global view of their activities and sales and customer service pipelines. In this tutorial, we show you how Teams are used and how to set them up.
Duration:6 min 58 sec
CRM Video 13: Sage CRM: Upload Leads Video
After attending a tradeshow or purchasing a mailing list, you'll need to get your new leads into SageCRM. This is an easy task in SageCRM and in this tutorial we show you how it’s done.
Duration: 8 min 56 sec
CRM Video 14: Sage CRM: LinkedIn Integration Video
SageCRM and LinkedIn are invaluable tools for building and maintaining business relationships and by integrating the two, their power increases 10-fold. In this tutorial we show you how to setup the integration between SageCRM and LinkedIn.
Duration: 4 min 38 sec
CRM Video 15: Case Management
SageCRM includes a formalized Case Management system for tracking and resolving customer service issues. In this tutorial, we show how you can use Case Management to keep your customers satisfied and loyal.
Duration: 7 min 29 sec
CRM Video 16: Setting User Preferences in Sage CRM
SageCRM provides a Wizard that leads new users through settings that control display of information and how features behave. The Wizard is very helpful in getting you started, however there are many other options available to you. In this tutorial, we show you the options not covered by the Wizard.
Duration: 8 min 54 sec
CRM Video 17: Using Key Attributes Functionality in Sage CRM
Key Attributes give you a way to set dynamic sets of data associated with People, Companies, Opportunities, Cases and Leads. In this tutorial, we show an example of how Key Attributes can be used to register customers for a seminar.
Duration: 8 min 53 sec
