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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:
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
Today’s Presenters
Kelly Hummel | Net@Work
Practice Director - Sage 300
Sean Fleming | Net@Work
Senior Solutions Engineer
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
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.
Webinar Series
Webinar Series
Webinar Poll
• Answer the Polling Question to the Right
Focus on
what’s
Included?
4/18/2017 9
Webinar Series - Today’s Focus
Providing Innovative Solutions for Business Success
“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
• 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
Sage CRM has a fresh, contemporary look and feel.
With a new navigation, Sage CRM is more intuitive than before.
Sage CRM
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
Lets Take a Live Look!
Sage CRM
4/18/2017 19
Please type in
your questions
Any questions?
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
netatwork.com/blog
Net@Work YouTube
Follow us on Twitter: @netatwork_corp
Follow Net@Work on LinkedIn
Follow Net@Work on Google+
Follow Net@Work on Facebook
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
Be Sure to Register for the
Next Webinar in the Series:
Sean Fleming
Email: sfleming@netatwork.com
Register: netatwork.com/Sage300WebinarSeries
Questions…

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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
  • 3. Today’s Presenters Kelly Hummel | Net@Work Practice Director - Sage 300 Sean Fleming | Net@Work Senior Solutions Engineer
  • 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.
  • 8. Webinar Poll • Answer the Polling Question to the Right
  • 9. Focus on what’s Included? 4/18/2017 9 Webinar Series - Today’s Focus Providing Innovative Solutions for Business Success
  • 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
  • 14. Lets Take a Live Look! Sage CRM
  • 15. 4/18/2017 19 Please type in your questions Any questions?
  • 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 netatwork.com/blog Net@Work YouTube Follow us on Twitter: @netatwork_corp Follow Net@Work on LinkedIn Follow Net@Work on Google+ Follow Net@Work on Facebook 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…