Category: Marketing

Creating Document Templates in Sage CRM

Sage CRM allows you to centralize templates for your company’s letters, proposals, quotes and other documents. In this tutorial, we show you how to create Microsoft Word document templates in Sage CRM.

Marketing Campaigns in Sage CRM

Powerful marketing tools in Sage CRM 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.

Using Groups to Create Targeted Marketing Lists in Sage CRM

Sage CRM 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 using the Groups feature in Sage CRM.

Reassigning Accounts & Tasks in Sage CRM

When an employee leaves your company, it’s important that you’re 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 person and reassign accounts and tasks function in Sage CRM.

Appointment & Task Scheduling in Sage CRM

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 in Sage CRM.

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