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  • Getting started with Sage CRM in 5 days - part 1 of 2

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    By guest blogger, Ralph Garte of Timespare in Germany who has been working with the SageCRM for over 20 years, helping SMEs with the implementation of business solutions, as well as the successful development of businesses and business idea...
    • 15 Jun 2022
  • | Sage CRM Podcast | A session with Jeff Ryan from AWCape | Ep. 2 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
      Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Jeff Ryan, MD, from our partner AW Cape (AWCAPE.co.za) who specialize in delivering CRM and accounting solutions across the South African region. In this epi...
    • 7 Jun 2022
  • Standardizing the quoting and quote follow-up systems

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    By guest blogger, Don Grubor who has been working with the SageCRM for over 10 years. In his role at Effective Solutions, Don spends his days implementing and supporting Sage CRM systems integrated with the Sage 100 accounting system across Nort...
    • 24 May 2022
  • Build. Connect. Deliver. Sage CRM at Partner Summit 2022.

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    Sage CRM has seen 20% growth globally over the last 3 years. CRM brings opportunities for additional license & services revenue, while also extending customer lifetime value. Join us to learn more & hear from your partner peers in Dallas....
    • 13 May 2022
  • | Sage CRM Podcast | A session with Jeff Ryan from AWCape | Ep. 1 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
      Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Jeff Ryan, MD, from our partner AW Cape (that's AWCAPE.co.za) who specialize in delivering CRM and accounting solutions across the South African region. In t...
    • 2 May 2022
  • Video: 2022 April Partner Briefing, for Africa and Middle East - Local best practice

    Sage CRM
    Sage CRM
    https://youtu.be/GssrT6Xw81Y This is an extract from the Sage CRM Partner Update for Africa and Middle East - 6th April 2022. This extract covers local best practice for Logging cases Sage CRM registration Accessing the FTP site Speakers: Patty Dube,...
    • 29 Apr 2022
  • Video: 2022 April Partner Briefing, for Africa and Middle East - Sales and Marketing Resources Update

    Sage CRM
    Sage CRM
    https://youtu.be/OekWSh4veV0 This is an extract from the Sage CRM Partner Update for Africa and Middle East - 6th April 2022. This extract is a updated about Sales and Marketing Resources available to partners. Speakers: David Beard, Jeff Richards
    • 27 Apr 2022
  • Video: 2022 April Partner Briefing, for Africa and Middle East - Sage 300 Integration Roadmap Update

    Sage CRM
    Sage CRM
    https://youtu.be/VrytgR3G1vg This is an extract from the Sage CRM Partner Update for Africa and Middle East - 6th April 2022. This extract is a briefing on the Sage 300 Integration Roadmap. Speakers: Patty Dube, Ocean Helberg
    • 25 Apr 2022
  • Video: 2022 April Partner Briefing, for Africa and Middle East - Roadmap and ISV Overview

    Sage CRM
    Sage CRM
    https://youtu.be/W2ulW0og1Qs This is an extract from the Sage CRM Partner Update for Africa and Middle East - 6th April 2022. This extract is a briefing on the technical Roadmap and Developer news. Speakers: David Beard, Jeff Richards
    • 21 Apr 2022
  • Video: 2022 April Partner Briefing, for Africa and Middle East - Commercial Strategy Explained

    Sage CRM
    Sage CRM
    https://youtu.be/nAKMCMYS7ys This is an extract from the Sage CRM Partner Update for Africa and Middle East - 6th April 2022. This extract is a briefing on the commercial progress. Speakers: David Beard, Jeff Richards
    • 19 Apr 2022
  • Benefits of Sage CRM Workflow Escalation Rules

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    By guest blogger Caroline Robertson, Project & Planning Manager at Avrion who help customers collect, manage and automate business information, using CRM software blended with other proven and emerging software technologies. Invest...
    • 12 Apr 2022
  • | Sage CRM Podcast | A session with Les Horenfeldt of The Responsible Gaming Council | Ep. 2 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
      The Responsible Gambling Council (RGC) is an independent non-profit organization who work in the prevention of problem gambling in Canada and globally for more than 35 years. Les has overseen the implementation of both Sage Intacct & Sage ...
    • 29 Mar 2022
  • Less email, more CRM

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    By guest blogger, Arlene Welty who is the Principal Consultant at Dataquest who help customers make better business decisions by surfacing the right data within Sage 300 ERP and Sage CRM.  If you complain that you’re &l...
    • 14 Mar 2022
  • | Sage CRM Podcast | A session with Les Horenfeldt of The Responsible Gaming Council | Ep. 1 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
      The Responsible Gambling Council (RGC) is an independent non-profit organization who work in the prevention of problem gambling in Canada and globally for more than 35 years. Les has overseen the implementation of both Sage Intacct & Sage ...
    • 21 Feb 2022
  • Using CRM to win and increase operational effectiveness

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    By our guest blogger, Basil Malik, who started working with CRM systems in the health insurance industry. He turned his interest into a passion when he was introduced to Sage CRM. Leading the CRM practice at Blytheco, Basil works with the small and m...
    • 17 Feb 2022
  • How to choose the perfect CRM solution for your business - part 5

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    Implementing the System What is the best way to make the implementation process a smooth and successful one? Consider the following guidelines: Create a blueprintTo smooth the implementation process create a 'blueprint' of your CRM related bu...
    • 10 Jan 2022
  • | Sage CRM Podcast | A session with Nick Rainbird of Rainbird Business Solutions | Ep. 3 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
     In this episode, we talk to Nick about the practicalities of running a front & back office project in parallel, the models he follows to ensure everyone is on the 'same page' when implementing & Nick shares customer stories on how they...
    • 6 Jan 2022
  • How to choose the perfect CRM solution for your business - part 4

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    Select a System That's Right for You Now that you've evaluated a number of possible solutions, its time to make a decision. Consider the following when selecting a software vendor: Interview the resellers before the demo Familiarise yourself ...
    • 25 Nov 2021
  • | Sage CRM Podcast | A session with Nick Rainbird of Rainbird Business Solutions | Ep. 2 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
      In this episode, we talk with Nick Rainbird, of Entegraty Rainbird Business Solutions who specialize in SageCRM consultancy, implementation, and support services to both the Sage business partner and Sage customer community. In this episo...
    • 10 Nov 2021
  • How to choose the perfect CRM solution for your business - part 3

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    Planning the Project Involve the Right People The decision to choose a specific CRM solution should be delegated to a core team of individuals to serve and represent the functional needs of various departments. This requires full cooperation and coll...
    • 28 Oct 2021
  • Price objections and sales coaching - more from Peri Shawn

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    If you are like most sales managers, your salespeople regularly hear price objections.  If this is the case for your team members, you can help them sell more by getting into greater depth about what happened during their price objection sales c...
    • 28 Oct 2021
  • | Sage CRM Podcast | A session with Nick Rainbird of Rainbird Business Solutions | Ep. 1 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
      Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Nick Rainbird, of Entegraty Rainbird Business Solutions who specialize in SageCRM consultancy, implementation, and support services to both the Sage business...
    • 20 Oct 2021
  • | Sage CRM Podcast | A session with Ken Schmidt of s5CRM | Ep. 3 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
     Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Ken Schmidt from s5CRM.ca, based in London, Ontario, Canada. In this, the third & final episode, Ken explains how his latest product, S5Maps, is m...
    • 13 Oct 2021
  • How to choose the perfect CRM solution for your business - part 2

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    Step 3: Planning your CRM project Involve the right people The decision to choose a specific CRM solution should be delegated to a core team of individuals to serve and represent the functional needs of various departments. This requires full coopera...
    • 29 Sep 2021
  • | Sage CRM Podcast | A session with Ken Schmidt of s5CRM | Ep. 2 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
       Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Ken Schmidt from s5CRM.ca, based in London, Ontario, Canada. In this episode, Ken explains how his latest product, S5Maps, is much more than ju...
    • 22 Sep 2021
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