Streamline your business processes and improve customer relationships
Sage CRM helps you gain a better picture of your business. Integrate with Sage 200 Professional, and a range of additional systems, to manage all your contacts, track leads and make informed business decisions based on accurate information.
The Agenda
During the webinar, our CRM expert Peter Clark goes over the following:
- 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.
The webinar also includes a Sage CRM demo, and a Q&A. Complete the form to access the recording.