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
Carregar visualização completa 4.8 MB
0 0 Compartilhar
dbcomp dbcomp
119 visualizações

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

Enviado a 2 meses atrás

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

Edite ou redimensione qualquer imagem clicando na visualização da imagem
Edite ou redimensione qualquer imagem tocando na visualização da imagem
Enviando 0 imagem (0% completo)
Suas imagens estão sendo enviadas, deve levar apenas alguns segundos para o envio ser totalmente concluído.
Envio completo
Conteúdo enviado adicionado a . Você pode criar um álbum novo com o conteúdo acabado de ser enviado.
Conteúdo enviado adicionado a .
Você pode criar um álbum novo com o conteúdo acabado de ser enviado. You must criar uma conta or entrar to save this content into your account.
Nenhum imagem foi carregado
Some errors have occurred and the system couldn't process your request.
    ou CancelarCancelar restantes
    Nota: Algumas imagens não puderam ser enviadas. Saber mais
    Verifique o relatório de erro para mais informações.
    JPG PNG BMP GIF 20 MB
    resetar fechar Cancelar Cancelar restantes