Here we discuss the importance of integrating Sage CRM (Customer Relationship Management) with various business elements such as websites, emails, and Sage accounts (both Sage 50 and Sage 200). The focus is on saving time and reducing duplication of entry through integration. 

We explain how Sage CRM's customizable workflows and escalations help manage inquiries from websites, streamline communication, and ensure efficient handling of sales processes, from inquiries to quotations and sales orders. The demonstration includes showcasing the integration with a website, managing emails within Sage CRM, and generating sales orders directly from the CRM system into Sage 50. The workflow and escalation features are highlighted, emphasizing their role in keeping the team on top of critical tasks and ensuring effective follow-up on inquiries. The webinar aims to provide insights into leveraging Sage CRM for seamless business operations and improved customer relationship management.

View the full video here: 

https://www.youtube.com/watch?v=lqd-MjJ3NP0

For more videos related to Sage and Sage extensions, please visit the DB YouTube channel and take a look through our content.

https://www.youtube.com/@dbcomputersolutions
Afficher en haute définition 4.8 MB
111 vues

Learn About Sage The Perfect Link Automating Customer Relationships with Sage CRM

Envoyé il y a 2 mois

Here we discuss the importance of integrating Sage CRM (Customer Relationship Management) with various business elements such as websites, emails, and Sage accounts (both Sage 50 and Sage 200). The focus is on saving time and reducing duplication of entry through integration.

We explain how Sage CRM's customizable workflows and escalations help manage inquiries from websites, streamline communication, and ensure efficient handling of sales processes, from inquiries to quotations and sales orders. The demonstration includes showcasing the integration with a website, managing emails within Sage CRM, and generating sales orders directly from the CRM system into Sage 50. The workflow and escalation features are highlighted, emphasizing their role in keeping the team on top of critical tasks and ensuring effective follow-up on inquiries. The webinar aims to provide insights into leveraging Sage CRM for seamless business operations and improved customer relationship management.

View the full video here:

https://www.youtube.com/watch?v=lqd-MjJ3NP0

For more videos related to Sage and Sage extensions, please visit the DB YouTube channel and take a look through our content.

https://www.youtube.com/@dbcomputersolutions

Modifiez ou redimensionnez toute image en cliquant sur l'aperçu de l'image
Modifier n'importe quelle image en touchant l'aperçu de l'image
Importation 0 image (0% complété)
La liste est en cours d'importation, il ne reste que quelques secondes !
Envoi terminé
Contenu importé ajouté à . Vous pouvez Créer un nouvel album avec le contenu que vous venez de mettre en ligne.
Contenu importé ajouté à .
Vous pouvez Créer un nouvel album avec le contenu que vous venez de mettre en ligne. Vous pouvez créer un compte ou se connecter pour sauvegarder ce contenu dans votre compte.
Aucun image n'a été mis en ligne
Some errors have occurred and the system couldn't process your request.
    ou annulerannuler la file
    Note : certaines images n'ont pas pu être envoyées en savoir plus
    Regardez le rapport d'erreur pour plus d'informations.
    JPG PNG BMP GIF 20 MB