CRM is Included – What is it and How Does it Work With Sage 300
1. CRM is Included, what is it and
how does it work with Sage 300?
4/18/2017 1
Kelly Hummel, Sage 300 Practice Director
Sean Fleming, Sr. Solutions Engineer
Presented by:
2. Webinar Details
• Presentation is roughly 30-60 minutes
• All phone lines are muted
• If anyone has any questions during this webinar – please type them in your
Questions Box located at the bottom of your webinar panel
4. 180+ Business
Technology Architects
and Consultants
IT Road
Mapping
& Strategic
Planning
Business
Process Review
Ecosystem
BI, Analytics
& Reporting
Cloud & IT
Managed Services
ERP/
Accounting
Web
Development &
e-Commerce
Sister Company
Payment
Processing
SWYPE
Sister Company
CRM &
Marketing
Automation
HRMS/
Employer
Solutions
Document
Management
Nonprofit
Solutions
Managed Print
Services
Sister Company
5. Goal’s of the Webinar
Introduction and exposure to key features that
are in Sage 300 that companies can use to gain
efficiencies with proper use
Educate our end users about a webinar series
that we will be running approximately every three
weeks where we will take a deep dive into the
features of Sage 300 and how they may benefit
your company.
10. “With information readily available at their fingertips,
sales representatives can deliver unparalleled
customer service and strengthen client relationships. In
short, Sage CRM and Sage 300 deliver the business
management capabilities we need to stay competitive.”
Jean-Marc Pigeon, President, Inortech, Inc.
Sales Marketing and Customer Service
11. • Improve customer service
• Market more effectively
• Empower more productive people teams
• Work faster and smarter
• Use visibility to drive profitability
• Pitch new products to the right people
Harness the Power of Built –in CRM
12. Sage CRM has a fresh, contemporary look and feel.
With a new navigation, Sage CRM is more intuitive than before.
Sage CRM
13. Supports iPhone, iPad, Android Phone and Tablets
Create and display custom data for people and opportunities
Create appointments & tasks on your phone
Add phone contacts as a Person or Lead record in Sage CRM
Sage CRM Mobile App
16. 4/18/2017 20
Thank You For Attending!
Kelly Hummel | Net@Work
Sage 300 Practice Director
(P) 800-719-3307
(E) khummel@netatwork.com
Connect with
800-719-3307
www.netatwork.com
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Contact your Net@Work Account Manager for any questions or concerns.
Or you can reach out to us via the information below!
Sean Fleming | Net@Work
Sage 300 Solutions Engineer
(P) 800-719-3307
(E) sfleming@netatwork.com
17. Be Sure to Register for the
Next Webinar in the Series:
Sean Fleming
Email: sfleming@netatwork.com
Register: netatwork.com/Sage300WebinarSeries
Questions…