Setting Up An E-Marketing Campaign

SageCRM 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.

Duration : 5 min 55 sec

Adding Email Fields to Person Records

The standard configuration for Sage CRM provides two email address fields on Person records. Since it’s become common for people to have multiple email addresses, we’ll show you how to create additional email fields.

Duration : 3 min 13 sec

Setting Up Timings

The Timings function in Sage CRM tracks the duration of a Lead, Opportunity or Case from when the record is opened to when it’s closed. Timings also allow you to setup Service Level Agreements that take Case Duration, Business Calendars and Holidays into account. In this tutorial, we walk through setup of a Business Calendar and Holiday Set.

Duration : 6 min 38 sec

List Reports

SageCRM has an easy to use reporting tool that lets you edit and create reports. In this tutorial, we build a report that lists our contacts along with some selected details and groups them by Territory.

Duration : 11 min 55 sec

Interactive Dashboard Linked Gadgets

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.

Duration : 7 min 39 sec

Lead Conversion

Once a lead has been qualified, it can be promoted or linked to a company in the main SageCRM database and then converted into a sales opportunity. In this tutorial, we walk you through the lead conversion process.

Duration : 6 min 34 sec

Lead Management

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.

Duration : 8 min 2 sec

E-Marketing Template Merge Fields & Links

Sage E-Marketing, included in SageCRM version 7.1 and above, allows you to personalize your emails as well as track the interest of your recipients. Personalization involves insertion of merge fields into your email template and tracking interest is accomplished by hyperlinking text and images that when clicked are reported to you in SageCRM. In this tutorial, we show you how to insert merge fields and trackable hyperlinks.

Duration : 7 min 14 sec

Interactive Dashboard Flexible Layouts

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.

Duration : 5 min 12 sec

v7 Enhanced Quotes, Orders & Sage ERP Accpac Integration

SageCRM v7, integrated with Sage ERP Accpac version 6 includes significant enhancements to quoting and order entry. In this tutorial, we take a look at the new features as we walk through the quote and order entry process.

Duration : 9 min 57 sec

Advanced Find

SageCRM provides you multiple search tools that can be used to locate records and build reports and lists.These include the standard finder, Key Word Search, and Advanced Find.  We covered the standard and key word search tools in a previous tutorial, so in this demonstration, we focus on Advanced Find.

Duration : 4 min 45 sec

Standalone Person Records

SageCRM is a company-centric CRM system where the data is structured with companies at the top level and under them, you enter the affiliated people.  But what if you want to track a person in SageCRM and you don’t want to associate them with a company?  In this tutorial, we take a look at how to add a person record without a company affiliation.  We also look at how to move their record under a company if you later want to associate them with one.

Notes Functionality

The Notes function in SageCRM allows you to add notes to Leads, Companies, Persons, Opportunities and Cases.  In this tutorial, we’ll take a look at the functionality of Notes.

Printing Labels and Envelopes

One of the most common questions from new SageCRM users is how to print address labels and envelopes.  So in this tutorial, we show you how it’s done.

Outlook 2010 Integration

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.

Duration : 6 min 12 sec

Report Charts

Tabular reports can be uninspiring to look at and may not effectively convey the data they hold.  To overcome this, try adding a chart to your reports.  You may find that a simple chart can transform the mundane into the magnificent. In this tutorial, we show you how to add charts and graphs to your reports in SageCRM. 

Duration : 4 min 17 sec

Setting Up Recurring Appointments

SageCRM allows you to easily create recurring appointments and this can be useful for internal company meetings and functions as well as those you might schedule with customers. In this tutorial, we take a look at how to setup an example recurring appointment.

Duration: 5 min 32 sec

Creating List Gadgets for the Interactive Dashboard

SageCRM allows you to customize the Interactive Dashboard using Gadgets. There are a number of Gadget types to choose from, and in this tutorial, we focus on List Gadgets.

Duration: 4 min 20 sec

Introduction to the Interactive Dashboard

Introduced in version 7, the SageCRM Interactive Dashboard is a customizable workspace that gives you control over the information that’s delivered to your desktop. In this tutorial, we provide an introduction to the basic functionality of the Dashboard.

Duration: 5 min 26 sec

Customizing On-Screen Coaching

The On-Screen Coaching feature in SageCRM displays instructions to users that is specific to the task they’re performing. While this feature is designed to aid beginning users, it can be put to alternate uses, once your staff becomes proficient with SageCRM. In this tutorial we customize the on-screen coaching for Opportunities to display an incentive to our sales team that rewards them for exceeding their quota.

Duration: 2 min 58 sec

Customize Grids & Lists

SageCRM presents information in several formats including lists and grids. In this tutorial, we show you how easy it is to customize Lists and Grids to present the information that’s most important to you.

Duration: 5 min 35 sec

Adding Search Fields to Finder Screens

One of the most common requests during setup of SageCRM is how to add fields to the finder screens to allow searching by additional criteria. In this tutorial, we show you how this is done.

Duration: 3 min 55 sec