Webinar: Introduction to Sage CRM

Home | Sage Events | Webinar: Introduction to Sage CRM

Missed the webinar? Watch the recording below!

Are you looking to streamline your business processes and improve customer relationships? Join our Sage CRM webinar, where you’ll gain valuable insights into the features and functionalities of this powerful tool.

What is Sage CRM?

Sage CRM is an integrated Customer Relationship Management solution. With functions specific to Sales, Marketing and Customer Service, it lets you view your customer base from one location, and make decisions that are best for them at each stage of the customer journey.

What can I expect?

During the webinar, you’ll learn about the following topics from our CRM expert Peter Clark:

  • Layout and Navigation: Get an overview of the interface.
  • Calendar: Learn how to use the calendar feature to manage your appointments and tasks.
  • Main Entities: Understand how main entities such as companies, contacts, and opportunities are used in Sage CRM.
  • Workflow: Learn how to use workflow rules to automate tasks and improve efficiency.

    And more!

The webinar also includes a live demonstration, and a Q&A.

If you would like to know more about the Sage CRM webinar or are having issues signing up, please email [email protected].