Sage Customer Relationship Management (CRM)

Keynote: CRM and Our New Reality
David Beard, Sage CRM

Optimizing MY Organizational Process
David Beard, Sage CRM & Zainab Salihi, BAASS
Real life examples! Join David and Zainab as they interview a few companies about how they identified their challenges, and additional needs, and how they got their ROI by implementing CRM.

Positioning Sage CRM to Non-Believers
David Beard, Sage CRM
Getting your business—and your employees—on board with the benefits of a CRM system can be tough, but you won't succeed without buy-in from top to bottom. Join David Beard of Sage to learn how to tactically introduce and manage a Sage CRM discussion into your business. We will blend traditional "uncovering needs and building value" ideas with advice on how to connect CRM features to clear employee and business benefits *and* highlight why buy-in matters more than ever before.

Tips and Tricks in Sage CRM!
Tomas Blomqvist & Annie Charlebois, BASSS
Join Tomas and Annie as they guide you through rarely used core functionality of Sage CRM that could be beneficial to enhance productivity in your day-to-day workday.

What's in the Box?
David Beard, Sage CRM
Adding CRM capability inside your business brings a wealth of tools that can make improvements to every corner of your business. Join David Beard & Jeff Richards, as we walk you through the functional highlights of Sage CRM including: marketing email automation, process design via in-built workflow engine, ticket & solution management and much more. Understand what Sage CRM can offer any business – from small to large.

Unleash the Power of Advanced Reporting
Tomas Blomqvist & Annie Charlebois, BASSS
While the stock reports in CRM are useful, some tasks can be very time sensitive and require immediate attention. Unlock the potential of Sage CRM & get your users loving the power of custom reports and dashboards to help manage marketing, sales and service reporting. Join us as we look example custom reports and dashboards built for Sage CRM, to deliver the information and insights you need. Join Tomas and Annie as we walk you through the tools at your disposal.

The Value of Integrating Sage 300 with CRM!
James Tang & Zainab Salihi, BAASS
Maximize your business benefits, from end to end visibility and a single view of the customer, when you integrate Sage CRM with Sage 300. The result is improved productivity and more efficient communications. All of which opens up new opportunities for growth. We will also demonstrate our custom tool for Collections and more. Join James and Zainab as they present the integration in detail.

Can CRM Integrate with ….?
Zainab Salihi, BASSS
Every day, people think "How wonderful it would be if X, Y, Z integrated with CRM". Join us as we present a few examples of custom integrations built by BAASS, such as SharePoint, DocuSign and more.

Unleash the Power of Reporting in CRM
David Beard, Sage CRM
Every company has key reports they need to help understand their business. Unlock the potential of Sage CRM & get your users loving the power of reports and dashboards to help manage marketing, sales and service reporting. Join us as we look at the standard reports within Sage CRM and how you can build your own to deliver the information and insights you need. Join David and Jeff as we walk you through the tools at your disposal.

Tired of copy and pasting emails to CRM?
Marc Reidy, CRM Together
Tired of copy and pasting emails to CRM? Sales team not updating CRM with contact details? CRM User adoption is poor and stalling the project? All these issues can be solved with the best Sage CRM Outlook Integration. Join Marc Reidy as he presents the Accelerator Plugin from CRM Together.

Unleash the Power of eMarketing Integration
Jeff Richards, Sage CRM
Mailchimp campaigns let you send automated emails to groups of contacts from Sage CRM. You can build campaigns using predefined templates or create a new template from scratch. Once you've kicked off a Mailchimp campaign, you can view how recipients have interacted with the campaign emails so you can follow up with appropriate actions. Join David and Jeff as we walk you through the tools at your disposal.

InsideView
Sara Coffey
Knowledge is the currency of sellers today. But becoming an expert on every prospect and multiple industries is extremely time-consuming. InsideView Sales embeds real-time B2B data and intelligence directly into sellers’ daily workflow. Its task-based user experience optimizes the entire sales process, paving the way for smarter sellers and faster closers. In this course you will learn about: 1. An introduction to InsideView 2. Finding and screening opportunities 3. Prioritizing opportunities 4. Preparing your message.

Sage CRM Tools for Business Process Automation
Jeff Richards, Sage CRM
Join Jeff Richards, as he walk you through the functional highlights of Sage CRM including: email automation, process design via in-built workflow engine, on-screen and email notifications, escalation rules and more.