Sage CRM



Gain in-depth insight on how CRM can positively impact your business across multiple departments. We will discuss how your employees can work remotely, all while managing sales with a fully integrated web-based Sage CRM and Sage 300. Explore how to bridge the gap with CRM so remote workers can access necessary financial data with ease.

12:00 - 12:10 Introduction
12:10 - 12:30

Keynote: "What else can Sage CRM do for me?” - An exploration of Sage CRM features.
If you are currently using Sage CRM to manage your relationships, great. But you may be missing out on key features that can improve your productivity and results. You will be taken through some of the advanced features that you have yet to put into action.

  Track 1
12:35 - 1:00

Build Your Own Dashboards
The dashboard is a highly-customizable workspace that allows you to control and personalize the CRM data that displays onscreen. In short, it provides a snapshot of the CRM information and tasks you use most often so you have quick access. Get creative with us in our session which explains how you can create multiple dashboards.

1:05 - 1:30 CRM Tips and Tricks
Join this session as we guide you through the rarely used core functionality of Sage CRM that could be beneficial to enhance productivity in your day-to-day workday.
1:30 - 1:40 Break
1:40 - 2:05

State of the Art Sage Integration
Enhance your business overview in Sage CRM with end-to-end visibility of Sage 300 Customer and Vendor data using a modern web interface. The result is improved productivity and more efficient communications. All of which opens up new opportunities for growth.

2:10 - 2:35

Keep Your Application Secure
Correctly configure CRM Security to prevent your data from being accidentally deleted, altered or even accessed by unauthorized users. This session will cover how to configure CRM Security from the field level, to the database level. Control User Access by Configuring User Security, Territories and Company Teams.

2:35 - 2:45 Break
2:45 - 3:10

Protect Your CRM Data
Cybercrime is constantly increasing exponentially, and both small and large companies are vulnerable to cyber-attacks. Join this session as we walk you through different ways that your IT team can apply to contribute in keeping your system secure and performing well.

3:15 - 4:00 Q & A - Closing Comments


*All agendas are subject to change. We will be finalizing the agendas by November 1, 2021

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