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sagecrm.com 10 tips to get more from Sage CRM
23

10 tips for Sage CRM users

Jan 22, 2017

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Technology

Gayle Morse
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Page 1: 10 tips for Sage CRM users

sagecrm.com

10 tips to get more fromSage CRM

Page 2: 10 tips for Sage CRM users

01

Do you thrive on social media?

Page 3: 10 tips for Sage CRM users

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Inside Sage CRM you can leverageTwitter, YammerFacebook & LinkedIn

Page 4: 10 tips for Sage CRM users

02

Do you know where your customers are?

Page 5: 10 tips for Sage CRM users

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Set up Google Alerts for information about customers and display this as an RSS feed on your dashboard

Page 6: 10 tips for Sage CRM users

03

Do you find reports useful?

Page 7: 10 tips for Sage CRM users

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Suit your business needs by creating a custom report

Page 8: 10 tips for Sage CRM users

04

Do you live inOutlook?

Page 9: 10 tips for Sage CRM users

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You can synchroniseSage CRM with Outlook emails & contacts

Page 10: 10 tips for Sage CRM users

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Ready for a break?Visit the Sage Community community.sagecrm.com

sagecrm.com

Page 11: 10 tips for Sage CRM users

05

Are yourcontactscurrent?

Page 12: 10 tips for Sage CRM users

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Sage CRM works better when you update or delete old contacts

Page 13: 10 tips for Sage CRM users

06

Does your data live in more than one place?

Page 14: 10 tips for Sage CRM users

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Sage CRM works best when it holds all of your customer data

Page 15: 10 tips for Sage CRM users

07

Are KPIs important to you?

Page 16: 10 tips for Sage CRM users

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In Sage CRM, you can set and manage Key Performance Indicators

Page 17: 10 tips for Sage CRM users

08

Are you running a marketing or sales campaign?

Page 18: 10 tips for Sage CRM users

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Consider matching revenue to a campaign and tracking ROI

Page 19: 10 tips for Sage CRM users

09

Do you like to listen to yourcustomers?

Page 20: 10 tips for Sage CRM users

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In Sage CRM, you can store information on customer conversations

Page 21: 10 tips for Sage CRM users

10

Need help?

Page 22: 10 tips for Sage CRM users

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You can watch tutorial videos, read FAQs and speak to ourcommunity