SAGE CRM VIDEO TUTORIALS

Sage CRM version 7.1 and above includes Sage E-Marketing, an integrated system that makes it easy to setup and track your email campaigns. In previous tutorials, we've shown how to create your list of recipients, import your email template and how to insert merge fields and hyperlinks for personalization and tracking. In this tutorial, we show you how to setup an E-Marketing Campaign and send an email blast.

SageCRM 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.

Powerful marketing tools in SageCRM allow you to target the right customers, execute campaigns, and track responses. In this tutorial, we focus on the basics of setting up a campaign.

Since its introduction, SageCRM has featured tight integration with Microsoft Outlook. This integration has relied on Outlook's web browser support for its functionality. With the release of Outlook 2010, Microsoft dropped web browser support. This in turn has required some modifications to the integration with SageCRM. In this tutorial, we walk you through the changes.

With the release of SageCRM v7.1, the Interactive Dashboard gained some significant features including Flexible Layouts. In this tutorial we show you how to take advantage of flexible layouts.

SageCRM maintains your leads separate from your customers and qualified prospects. In this tutorial we walk through an example of lead qualification using the out-of-the-box workflow.

The SageCRM Interactive Dashboard is customizable by placing Gadgets on your workspace. Some of these Gadgets can be linked together for dynamic filtering. In this tutorial, we demonstrate this feature by linking Company, Opportunity and Case list gadgets so that when we scroll through the Company list, the other gadgets are filtered by the selected company.

SageCRM offers a Knowledgebase that helps you solve customer issues involving your product or service. In this tutorial, we show you how to create and use knowledgebase solutions.

SageCRM 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.

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 SageCRM.

SageCRM provides a powerful set of 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’ve begun to enter opportunities, then you can take advantage of SageCRM’s sales reporting and forecasting tools.

SageCRM provides a strong set of marketing tools that help keep your company in front of leads, prospects and customers. The starting point for most marketing efforts is the creation of a target list. In this tutorial, we’ll show you how to build target lists for your marketing campaigns in SageCRM.

The Teams feature in SageCRM allows you to group your staff by function and provides 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.

SageCRM and LinkedIn are valuable 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 enable the integration.