Category: Sage CRM Tutorials

Lead Management in Sage CRM

Sage CRM 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.

Sage E-Marketing Template Merge Fields & Trackable Links

Sage E-Marketing, now included in Sage CRM, 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 Sage CRM. In this tutorial, we show you how to insert merge fields and trackable hyperlinks into your email templates.

Importing Email Templates Into Sage E-Marketing for Sage CRM

Sage now 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 one, you can easily import it into Sage E-Marketing and in this tutorial, we walk you through the process.

Quotes, Orders & Sage 300cloud (Accpac) Integration

Sage CRM v7 and later, integrated with Sage 300cloud (Accpac) version 6 and later 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.

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