Taking the First Steps Towards CRM

David Beard

10:00

In this session we will consider the most appropriate to review your need for CRM and how to manage the engagement & implementation in your business.

What’s in The Box

David Beard

10:15

In this session we will look at the feature set within the product to help build your understanding of the capabilities of Sage CRM.

Overcoming Pain Points in Projects

Jeff Richards

10:30

In this session we will talk about the approaches & product capabilities to deliver a successful project.

Planning and Implementing a Low-Risk Project

Jeff Richards

10:45

In this session we will talk about the competencies required for a successful implementation.

Learn About CRM in Different Industries

David Beard

11:00

In this session we consider how Sage CRM can work for your business plus how other customers have derived benefits from their implementation.

Adding CRM to Your Accounts

David Beard

11:15

In this session we consider how adding Sage CRM on top of your Sage accounting tool delivers business benefits for your marketing, sales & customer service teams in your business.

Market Trends and promoting CRM as a Development Tool

Jeff Richards

11:30

In this video we consider market trends and how Sage CRM meets customers, and ISV's, ambitions.

What are OAuth 2 and TLS & their impacts

Jeff Richards

11:45

In this session we talk about the reasons for the use of OAuth 2 & TLS, how they work with CRM and the impacts you need to consider in installations.

Build Your CRM Knowledge

David Beard

12:00

In this session we look at the wide range of information available – Sage City, Sage University, YouTube, podcasts & more - to help build your Sage CRM understanding.

Sage CRM Add-Ons: Sage 50 & Sage 100 Integrations

Dan Cousins

12:15

In this session one of one of our CRM specialist partners, My CRM Manager, talks us through 3rd party integration tools for Sage 50 & Sage 100.

Sage CRM Add-Ons: Sage CRM working with Sage 100

Basil Malik

12:30

In this session one of our CRM specialist partners, Blytheco, talks us through their approach to managing successful CRM projects and how they work with Sage 100.

Work Your CRM

Danny Lewis

12:45

In this session one of our CRM specialist partners, Qmulus Solutions, provide an overview of leveraging data inside any business using the power of centralised CRM.

Sage CRM Add-Ons: Order Desk for Sage 100 & Sage 300

Jeff Tweardy

13:00

In this session one of our add-on providers, CAT Consulting, talks us through an add-on quoting & ordering tool that links Sage CRM to Sage 100 & Sage 300 products.

Sage CRM in action with Sage Intacct

Zainab Salihi

13:15

In this session we will talk with a specialist Sage partner, BAASS Business Solutions, and learn about the background to their integration between Sage Intaact and Sage CRM.

Simplification as Development Strategy

Jeff Richards

13:30

In this session we will talk about feature intentions that supports the strategic design thinking for Sage CRM.

Planning for Long Tail Upgrades

Jeff Richards

13:45

In this session we will talk about the imperative to remain up to date with the latest versions of Sage CRM and the tools to help do that.

Ensuring a “business flows”

Jeff Richards

14:00

In this session we talk about Sage CRM's approach to business rules that enables a “business to flow” with its data & processes.

What's New in 2022 R2

Jeff Richards

14:15

In this session we review what's inside the latest release of Sage CRM. 2022 R2.

Using Reports to Gain Valuable Insights to your Business 

Jobin Joseph John

14:30

In this session one of our Sage colleagues, Jobin Joseph John, talks us through concepts of analysis within CRM, what sort of data you need to pull it together & how to make it work it in any business.

Using Sales features to support your Business

Seema Singla

14:45

In this session one of our Sage colleagues, Seema Singla, reminds us of the range of features in Sage CRM and where to find a wide range of education to help you make the best of your CRM.

Using Administrative Tools to support your Business

Ocean Helberg

15:00

In this session one of our Sage colleagues, Ocean Helberg, reminds us of the range of technical features & best practices to improve your access to, and understanding of, the handling of data inside Sage CRM.

Practical examples of CRM Supporting a Business

Matt Gentry

15:15

In this session one of our Sage colleagues, Matt Gentry, talks us through how he used features within CRM in a former role to help a streamline a business' operations.

Sage CRM Add-Ons: Accelerator Outlook Integration

Marc Reidy

15:30

In this session one of our add-on providers, CRM Together, talks us through an add-on that links Sage CRM to Microsoft Outlook, providing extended functionality for users.

Sage CRM Add-Ons: Mobile X and Customer 365

Marc Reidy

15:45

In this session one of our add-on providers, CRM Together, talks us through two add-ons that extend Sage CRM for mobility and portal functionality.

Sage CRM Add-Ons: Multiple CRM Add-ons

Zainab Salihi

16:00

In this session we will talk with a specialist Sage partner, BAASS Business Solutions, about the range of add-on capability they have built to support their customers.

Sage CRM Add-Ons: Timelinx Project & Service Management

Jeff Gregorec

16:15

In this session one of our add-on providers, Timelinx Software, talks us through an add-on that embeds end-to-end project and service management into Sage CRM.