CRM Training Videos

Wordpress

Overview

Whitepapers

Sage CRM Video

Sage ERP Video

Manufacturing

Accounting and
Financial Management

Business Intelligence
and Reporting

Customer
Relationship Management

Customize and Personalize

HR Management

Multi Company and Global
Operations Management

Operations and
Distribution Management

Payroll Management

Payment Processing

Services and
Project Management

Technology

Sage CRM Videos

	Title:Notes Functionality Description: The Notes function in SageCRM allows you to add notes to Leads, Companies, Persons, Opportunities and Cases. In this tutorial, we take a look at the functionality of Notes. Duration: 4 min 9 sec

	Title: Track Web Leads by Linking Web Forms to Marketing Wave Activities Description: The Web to Lead feature creates a lead in SageCRM when a visitor fills out a form on your web site. In a previous tutorial, we showed you how to create a basic Web to Lead form and insert it into your site. Now we get a bit more advanced and show you how to add some functions to better track your web generated leads. Duration: 9 min 13 sec

	Title: Capture Leads from Your Web Site Description: Capturing leads from your company’s web site is especially useful for seminar registrations, newsletter signups, and brochure requests to name a few. In this tutorial, we’ll show you how it works and how to set it up. Duration: 4 minutes 13 seconds

	Title:Creating List Gadgets for the Interactive Dashboard Description: SageCRM allows you to customize the Interactive Dashboard using Gadgets. There are a number of Gadget types to choose from and in this tutorial we focus on List Gadgets. Duration: 4 min 20 sec

	Title: AR Collections Manager Description: Beginning with version 5.5, when you upgrade or purchase your Sage Accpac ERP system you receive what’s known as the Extended Enterprise Suite. Importantly, this suite includes SageCRM along with an AR Collections Manager component. In this tutorial, we show how your accounting department can use the AR Collections Manager to proactively shorten your AR time and have more cash available for your business. Modules: Sage Accpac ERP Duration: 5 min 16 sec

	Title: Importing Leads Description: Importing leads that you’ve obtained from a mailing list, tradeshow or other source is an easy task in SageCRM. In this tutorial we show you how it’s done. Modules: Sage Accpac ERP Duration: 8 min 56 sec

	Title: Customize Grids & Lists in SageCRM Description: SageCRM presents information in several formats including lists and grids. In this tutorial, we show you how easy it is to customize Lists and Grids to present the information that’s most important to you. Modules: Sage Accpac ERP Duration: 5 min 35 sec

	Title: Outlook Contact Synchronization in SageCRM Description: SageCRM provides tight integration with Microsoft Outlook for your contacts, calendar and email. In this tutorial, we demonstrate how to synchronize your contacts between these vital applications. Modules: Sage Accpac ERP Duration: 6 min 58 sec
	Title: Sending Mass Emails Description: Sending your newsletter, product and service announcements and marketing messages is an easy task using the mass email function in SageCRM. In this tutorial, we walk you through the process. Modules: Sage Accpac ERP Duration: 7 min 47 sec

	Title: Order Entry Integration Modules: Sage Accpac ERP

	Title: Email Templates Modules: Sage Accpac ERP