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
Laadt de volledige resolutie 4.8 MB
0 0 Delen
dbcomp dbcomp
95 weergaven

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

Geüpload: 2 maanden geleden

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

Bewerk of pas formaat aan van de afbeelding door op de voorvertoning te klikken
Bewerk iedere afbeelding door het voorbeeld aan te raken
Uploading 0 afbeelding (0% afgerond)
De wachtrij wordt geupload, dit duurt een aantal seconden voordat het gereed is.
Upload voltooid
Geuploade afbeeldingen toegevoegd aan . U kunt een nieuw album maken met de afbeeldingen die net zijn geupload.
Geuploade afbeeldingen toegevoegd aan .
U kunt een nieuw album maken met de afbeeldingen die net zijn geupload. U moet Maak een account of Log in om de informatie op te slaan in uw account.
Geen afbeelding is geupload
Some errors have occurred and the system couldn't process your request.
    of annulerenannuleer resterende
    Opmerking: bepaalde afbeeldingen kunnen niet geüpload worden. Meer informatie
    Zie het foutrapport voor meer informatie!
    JPG PNG BMP GIF 20 MB
    reset sluiten annuleren annuleer resterende