10 tips for Sage CRM users
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Transcript of 10 tips for Sage CRM users
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10 tips to get more fromSage CRM
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01
Do you thrive on social media?
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Inside Sage CRM you can leverageTwitter, YammerFacebook & LinkedIn
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02
Do you know where your customers are?
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Set up Google Alerts for information about customers and display this as an RSS feed on your dashboard
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03
Do you find reports useful?
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Suit your business needs by creating a custom report
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04
Do you live inOutlook?
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sagecrm.com
You can synchroniseSage CRM with Outlook emails & contacts
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Ready for a break?Visit the Sage Community community.sagecrm.com
sagecrm.com
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05
Are yourcontactscurrent?
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Sage CRM works better when you update or delete old contacts
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06
Does your data live in more than one place?
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Sage CRM works best when it holds all of your customer data
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07
Are KPIs important to you?
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In Sage CRM, you can set and manage Key Performance Indicators
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08
Are you running a marketing or sales campaign?
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Consider matching revenue to a campaign and tracking ROI
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09
Do you like to listen to yourcustomers?
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In Sage CRM, you can store information on customer conversations
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10
Need help?
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You can watch tutorial videos, read FAQs and speak to ourcommunity
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