SageCRM Tutorials – Online Training – Sage Software Learning

Creating List Reports in Sage CRM

Sage CRM 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 | Posted: February 1, 2012
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Interactive Dashboard Linked Gadgets

The Sage CRM 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 | Posted: January 1, 2012
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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 | Posted: December 1, 2011
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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 | Posted: November 1, 2011
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Sage E-Marketing Template Merge Fields & Trackable 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 | Posted: October 1, 2011
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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 | Posted: September 1, 2011
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Importing Email Templates Into Sage E-Marketing for SageCRM

SageCRM v7.1 includes Sage E-Marketing, an integrated system that makes it easy to setup and track your email campaigns. One of the initial steps when setting up a campaign is to create the email you’re going to send. To help you get started, Sage E-Marketing comes with a number of templates. Alternatively, if already have an email template, you can easily import it into Sage E-Marketing and in this tutorial, we walk you through the process.
Duration: 4 min 56 sec | Posted: August 1, 2011
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v7 Quote, 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: 10 min 32 sec | Posted: July 1, 2011
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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 | Posted: June 1, 2011
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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 we later want to associate them with one.
Duration: 5 min 39 sec | Posted: May 2, 2011
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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.
Duration: 4 min 9 sec | Posted: April 1, 2011
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Printing Address Labels & Envelopes in SageCRM

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.
Duration: 4 min 43 sec | Posted: March 1, 2011
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Link Your Web Forms to Wave Activites To Better Track Web Leads in SageCRM

The Web to Lead feature creates a lead in SageCRM when a visitor fills out a form on your web site. In a previous tutorial, we showed how to create a basic Web to Lead form and insert it in your web site. Now we get a bit more advanced and show you how to better track your web generated leads by linking your web forms to marketing wave activities in SageCRM.
Duration: 9 min 13 sec | Posted: January 31, 2011
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Work Easier & Faster Using Hot Keys and Shortcuts

In this tutorial, we show you a number of hot keys and shortcuts in SageCRM that can make it easier and quicker for you to work within the system.
Duration: 5 min 56 sec | Posted: January 3, 2011
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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 | Posted: December 1, 2010
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Spice Up Your Reports with 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 | Posted: November 1, 2010
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Scheduling Recurring Appointments

With SageCRM you can easily create recurring appointments and this can be especially useful for internal company meetings 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
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Creating List Gadgets for the Interactive Dashboard

The Interactive Dashboard is comprised of Gadgets that you can configure to present information on your SageCRM desktop. There are a number of Gadget types to choose from, and in this tutorial, we focus on List Gadgets and show you how to set one up.
Duration: 4 min 20 sec
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Interactive Dashboard Introduction

Introduced in SageCRM version 7.0, the Interactive Dashboard is a customizable and configurable workspace that allows you to control the information that’s presented on your desktop. In this tutorial, we introduce you to the basic Dashboard functionality.
Duration: 5 min 26 sec
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Customize On-Screen Coaching to Place Your Company's Messages on Screens in SageCRM

On-Screen Coaching in Sage CRM displays instructions to users that is specific to the task they’re working on. While this feature is designed to assist new users, it can be used for other purposes, after your staff becomes familiar with SageCRM. In this tutorial, we show you an example alternate use of on-screen coaching by customizing it to display an incentive to our sales team that rewards them for exceeding their quarterly quota.
Duration: 8 min 21 sec
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Customize Grids & Lists in SageCRM

SageCRM presents information in several formats including lists and grids. Grids present the results of searches and lists display information under the Company, Person, Communication, Opportunity and Case Tabs. 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
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Adding Search Fields to Finder Screens in SageCRM

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
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Synchronizing Contacts Between SageCRM and Outlook

SageCRM provides tight integration with Microsoft Outlook for your contacts, calendar and email. In this tutorial, we demonstrate how to synchronize your contacts between these vital applications.
Duration: 6 min 58 sec
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Sending Mass Emails from SageCRM

Sending your newsletter, product and service announcements and marketing messages is an easy task using the mass email function in SageCRM. In this tutorial, we walk you through the process.
Duration: 7 min 47 sec
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Setting Up User Preferences in SageCRM

SageCRM provides a Wizard that leads new users through settings that control how information is displayed and how some features behave. While the Wizard is very helpful in getting you underway, it doesn’t cover all of the available options. In this tutorial, we show you the options not covered by the Wizard.
Duration: 8 min 54 sec
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Outbound Calling Marketing Campaigns in SageCRM

The Outbound Calling feature in SageCRM automates your internal telemarketing efforts. In this tutorial, we show you an example of how it can be used and how to setup your own Outbound Calling campaigns.
Duration: 10 min 28 sec
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Use Key Attributes to Record Dynamic Data in SageCRM

Key Attributes are special kind of data field in SageCRM that gives you a method for setting up 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
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Increase the Power of SageCRM with LinkedIn Integration

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
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Use the SageCRM Team CRM Feature for a Global View

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
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Import your Leads into SageCRM

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
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Build a Knowledgebase in SageCRM

SageCRM has a built-in, searchable Knowledgebase that helps you solve customer issues involving your product or service. In this tutorial, we show you how to enter and use knowledgebase solutions.
Duration: 6 min 19 sec
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Manage Customer Issues Using Cases in SageCRM

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
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Improve Your Receivables the AR Collections Manager in SageCRM

When you purchase the Sage Accpac Extended Enterprise Suite, you also receive SageCRM along with a built-in AR Collections Manager. In this tutorial, we show how your accounting department can use the SageCRM AR Collections Manager to proactively shorten your AR time and have more cash available for your business.
Duration: 5 min 16 sec
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Tour of Sage Accpac Order Entry Integration

Order Entry is one of the many points of integration between SageCRM and Sage Accpac ERP. This integration gives your sales, customer service and accounting departments access to information about orders, sales history and inventory. It also allows your sales and accounting departments to enter quotes and orders into Sage Accpac from the SageCRM interface, eliminating double-entry. In this tutorial, we give you an overview of the integration points.
Duration: 6 min 10 sec
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Address Management in SageCRM Facilitates Accurate Contact Records

Maintaining accurate addresses for your CRM contacts can be difficult when a company in your database has multiple locations and numerous contacts. Fortunately, the Address Management feature in SageCRM makes it easy for you to see the address relationships within each company, no matter how complex and facilitates maintainenance of accurate records for the companies and people in your system. In this tutorial, we show you how it works.
Duration: 6 min 10 sec
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Use Email Templates to Save Time and Promote Consistency

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
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View and Manage Relationships In SageCRM Using Related Entities Feature

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
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Edit Multiple Records Simultaneously Using Mass Update

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
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Creating Document Templates in SageCRM

SageCRM allows you to centralize templates for your company's letters, proposals, quotes and other documents. In this tutorial, we show you how to create a document template in SageCRM.
Duration: 6 min 32 sec
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Overview of Marketing Campaigns in SageCRM

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
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Sales Forecasting

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
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Sales Opportunity Management

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
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Promoting SageCRM Prospects to Customers in Sage Accpac

SageCRM is now included with Sage Accpac ERP and this powerful, integrated combination forms the basis of the Sage Accpac Extended Enterprise Suite. In this tutorial, we’ll start with the basics of how to promote a prospect in SageCRM to a customer in Sage Accpac.
Duration: 3 min 57 sec
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Create Targeted Marketing Lists

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 targeted list. In this tutorial, we show you how to create target lists in SageCRM.
Duration: 5 min 47 sec
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Reassigning Accounts & Tasks

When an employee leaves your company, it is important that you are able to quickly pick up where they left off, particularly if they were in a sales or customer service role. In this tutorial, we show you how to use the disable and reassign function.
Duration: 3 min 59 sec
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Scheduling Tasks & Appointments

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
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Capture Leads from your Web Site

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
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Quick Notifications Let you Build your own Custom Alerts

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
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Introduction to Outlook Integration

In this tutorial, we show you how to enable the integration between Outlook and SageCRM, and how to file emails from your Outlook Inbox into SageCRM.
Duration: 4 min 40 sec
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Adding Selection List Fields to SageCRM

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
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Locate Information in SageCRM with Powerful Search Tools

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
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Merging Duplicate Companies and People in SageCRM

SageCRM provides several tools for keeping your data as clean as possible. This includes a function that allows you to merge duplicate records. The merge function is also useful for combining company records when one of your customers or prosepcts acquires another. In this tutorial, we show you how to use the merge tool.
Duration: 4 min 12 sec
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Customizing the Company Summary Report

The Company Summary report in SageCRM provides a snapshot of a customer's interactions with your company. In this tutorial, we'll show you how to access and customize this report.
Duration: 3 min 16 sec
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