10 tips to get
more from
Sage CRM

sagecrm.com
Do you
thrive on
social media?
Inside Sage CRM
you can leverage
Twitter, Yammer
Facebook &
LinkedIn
sagecrm.com
Do you know
where your
customers are?
Set up Google Alerts for
information about customers
and display this as an RSS
feed on your dashboard

sagecrm.com
Do you find
reports
useful?
Suit your business
needs by creating a
custom report

sagecrm.com
Do you
live in
Outlook?
You can synchronise
Sage CRM with
Outlook emails
& contacts
sagecrm.com
Ready for a break?
Visit the Sage Community
community.sagecrm.com

sagecrm.com
Are your
contacts
current?
Sage CRM works
better when you
update or delete
old contacts
sagecrm.com
Does your data
live in more than
one place?
Sage CRM works best
when it holds all of your
customer data

sagecrm.com
Are KPIs
important
to you?
In Sage CRM, you can
set and manage
Key Performance Indicators

sagecrm.com
Are you running
a marketing or
sales campaign?
Consider matching revenue
to a campaign and
tracking ROI

sagecrm.com
Do you like to
listen to your
customers?
In Sage CRM, you can
store information on
customer conversations

sagecrm.com
Need
help?
You can watch tutorial videos,
read FAQs and speak to our
community

sagecrm.com
Accelerate your
business success
with Sage CRM
www.sagecrm.com

Get Social with Sage CRM &
stay up to date
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10 tips for Sage CRM users

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In this SlideShare, you can discover 10 tips for getting more out of Sage CRM.

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10 tips for Sage CRM users

  1. 1. 10 tips to get more from Sage CRM sagecrm.com
  2. 2. Do you thrive on social media?
  3. 3. Inside Sage CRM you can leverage Twitter, Yammer Facebook & LinkedIn sagecrm.com
  4. 4. Do you know where your customers are?
  5. 5. Set up Google Alerts for information about customers and display this as an RSS feed on your dashboard sagecrm.com
  6. 6. Do you find reports useful?
  7. 7. Suit your business needs by creating a custom report sagecrm.com
  8. 8. Do you live in Outlook?
  9. 9. You can synchronise Sage CRM with Outlook emails & contacts sagecrm.com
  10. 10. Ready for a break? Visit the Sage Community community.sagecrm.com sagecrm.com
  11. 11. Are your contacts current?
  12. 12. Sage CRM works better when you update or delete old contacts sagecrm.com
  13. 13. Does your data live in more than one place?
  14. 14. Sage CRM works best when it holds all of your customer data sagecrm.com
  15. 15. Are KPIs important to you?
  16. 16. In Sage CRM, you can set and manage Key Performance Indicators sagecrm.com
  17. 17. Are you running a marketing or sales campaign?
  18. 18. Consider matching revenue to a campaign and tracking ROI sagecrm.com
  19. 19. Do you like to listen to your customers?
  20. 20. In Sage CRM, you can store information on customer conversations sagecrm.com
  21. 21. Need help?
  22. 22. You can watch tutorial videos, read FAQs and speak to our community sagecrm.com
  23. 23. Accelerate your business success with Sage CRM www.sagecrm.com Get Social with Sage CRM & stay up to date
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