Category: Marketing

Sending Mass Emails from Sage CRM

Sending your newsletter, product and service announcements and marketing messages is an easy task using the mass email function in Sage CRM. In this tutorial, we walk you through the process.

Outbound Calling Campaigns in Sage CRM

The Outbound Calling feature in Sage CRM 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. We recommend that you also view the related Key Attributes video.

Using Key Attributes to Record Dynamic Data in Sage CRM

Key Attributes are a special kind of data field in Sage CRM 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.

Importing Leads into Sage CRM

After attending a tradeshow or purchasing a mailing list, you’ll need to get your new leads into Sage CRM. In this tutorial, we show you how to import them from a spreadsheet.

Use Mass Update to Edit Multiple Records in Sage CRM

Have you ever had the need to update the entries in a data field across numerous company or contact records. Editing each individual contact record to make the change is extremely time-consuming. In this tutorial, we show you how the Mass Update feature in Sage CRM makes this a quick and easy task.

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