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Sage CRM Videos

Title: Maintaining Addresses in Sage CRM
Description: How to minimize duplication of contact addresses by using Address Linking in Sage CRM. 
Duration: 3 min

Title: Advanced Search Techniques in Sage CRM
Description: A closer look at Keyword Search and Advanced Find, and de-mystifying wild cards and search clauses.
Duration: 4 min

Title: What's New in Sage CRM v7.1 SP2
Description: A comprehensive walk-through of What's New in Sage CRM v7.1 SP2, including cross-browser compatibility, mail merge and document attachment enhancements, and Library Management.
Duration: 8 min

Title: Creating and Sharing a Mail Merge Template 
Description: A more detailed look at how to set up and share a new mail merge template including quote items.
Duration: 3 min

Title: Introducing Mail Merge
Description: Also covered in the full What's New in Sage CRM v7.1 SP2 video, this is a quick look at the mail merge feature. Great for users who are already familiar with mail merge from earlier versions, and as a quick introduction for new users.
Duration: 3 min

Title: Uploading and Attaching Documents
Description: Also covered in the full What's New in Sage CRM v7.1 SP2 video, this is a walk-through of uploading multiple files, using the document drop zone, and attaching multiple files to a communication.
Duration: 4 min

Title: Working with Library Management
Description: How to keep on top of your library storage - all from within the Sage CRM Administration area.
Duration: 1 min

Title: Sage CRM Quick Start Video
Description: An overview of the major feature areas of Sage CRM to help you get started with the product.

Title: Sage CRM for Customer Service Users 
Description: An overview of Sage CRM’s customer service features, which are designed to help customer service users capture customers’ queries and track their progress through to resolution.

Title:Sage CRM for Marketing Users 
Description:Sage CRM provides powerful marketing features, which allow you to target the right customer at the right time. This video demonstrates how to perform some typical marketing tasks.

Title: Sage CRM for Sales Users
Description: A short video to help Sales users get started with Sage CRM; Sage CRM allows you to effectively analyse and manage your sales pipeline, tracking leads from first contact to final sales closure.

Title: Managing Documents in Sage CRM 
Description: An overview of Sage CRM’s document management feature, which enables you to create documents by merging customer contact details with templates, and to manage documents using shared templates.

Title: Getting Started with Sage E-marketing for Sage CRM 
Description: With Sage E-marketing for Sage CRM, you have the ability to profile your database, improve marketing communications, present your products and services and increase customer retention.

Title: Getting Started with Exchange Integration
Description: As soon as Sage CRM's Exchange Integration feature is correctly configured on your Sage CRM system, all of your Appointments, Tasks, and Contacts will sync seamlessly between the Sage CRM server and the Exchange server.

Title: Performing a Data Upload
Description: There are a number of steps that you can take to ensure that your data upload is successful, and that the data you import is displayed the way you want it in Sage CRM.

Title: Preparing for a Data Upload
Description: There are a number of important steps that you must take to ensure that files containing data you wish to import will be successfully uploaded to Sage CRM.

Title: Getting Started with the Interactive Dashboard
Description: The Interactive Dashboard - Sage CRM's highly-customisable workspace - has got even better with the release of Sage CRM v7.1!

Title: Notes Functionality
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.
4 min 9 sec
Title: Track Web Leads by Linking Web Forms to Marketing Wave Activities
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
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.
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
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.
5 min 16 sec
Title: Importing Leads
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.
8 min 56 sec
Title: Customize Grids & Lists in SageCRM
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.
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.
Duration: 6 min 58 sec
Title: Sending Mass Emails
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.
Duration: 7 min 47 sec
Title: Order Entry Integration
Sage CRM
Title: Email Templates
Sage CRM