See how Sage CRM works in the key areas of the software with the following videos which will give you demonstrations of how Sage CRM works and give you an overview of some of the features and benefits of the system in different scenarios.

• Sage CRM Videos
• • Sage CRM for Customer Service Users

  • 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.

• • Sage CRM for Marketing Users

  • Sage CRM provides powerful marketing features, which allow you to target the right customers at the right time. This video demonstrates how to perform some typical marketing tasks.

• • Sage CRM for Sales Users

  • 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.

• • Managing Documents in Sage CRM

  • 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.

• • Getting Started with Sage E-Marketing for Sage CRM

  • 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.

• • Getting Started with Exchange Integration

  • 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.

• • Performing a Data Upload

  • 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.

• • Preparing a Data Upload

  • 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.

• • Getting Started with the Interactive Dashboard

  • The Interactive Dashboard - Sage CRM's highly-customisable workspace - has got even better with the release of Sage CRM v7.1!