Category: Sage CRM Tutorials

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.

Sales Forecasting in Sage CRM

Sage CRM includes a sales forecasting tool that eliminates the monthly manipulation of spreadsheets by your sales team. In this tutorial, we show you how easy it is to use.

Sales Opportunity Management in Sage CRM

Sage CRM provides powerful sales pipeline management, tracking and reporting 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 Sage CRM. And once you start entering your opportunities, then you can take advantage of the sales reporting and forecasting tools included in Sage CRM.

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.

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