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
Заредете пълна резолюция 4.8 MB
133 прегледа

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

Качено Преди 2 месеца

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

Редактирайте или променете размерите на всяко изображение, като щракнете варху визуализацията на изображението
Редактирайте всяко изображение, като докоснете визуализацията на изображението
Качване 0 снимка (0% Завършено)
Опашката се качва, ще отнеме само няколко секунди.
Качването завърши
Каченото съдържание е добавено към . Можете да създайте нов албум с току-що каченото съдържание.
Каченото съдържание е добавено към .
Можете да създайте нов албум с току-що каченото съдържание. Трябва да създайте акаунт или Вход да запазите това съдържание във вашия акаунт.
снимка не са качени
Some errors have occurred and the system couldn't process your request.
    Забележка: Някои изображения не могат да бъдат качени. Научете повече
    Проверете доклад за грешка за повече информация.
    JPG PNG BMP GIF 20 MB