Sage CRM Builder is a new product that allows users to customize their Sage CRM experience. It provides tools to define custom modules, relate modules to each other, select module features, and build summary screens. This helps users centralize and manage business information like training courses, attendees, suppliers, and more. Sage CRM Builder offers flexibility to manage various business tasks and scales with the user's business needs. It's included with Sage CRM Professional Edition at no extra cost.

1. Introducing
Sage CRM Builder
A better way to manage
what matters

2. Meet Sarah

3. She’s organizing several
training courses for her
business.

4. • Trainers
• Resources
• Attendees
• Suppliers
• Materials
• Documents
• Evaluations
• Course details

5. There’s a lot for Sarah
to manage.

6. Keeping this information
in multiple locations is
frustrating for Sarah.

7. The information Sarah
needs isn’t centralized.

8. It’s not always up-to-
date or accessible.

9. And Sarah has to use
multiple software tools
alongside her CRM.
CRM

10. What if there’s a
better way?

11. At Sage we listened to
our customers.

12. You told us you’d like
to link customer
information with other
business data.

13. Sarah wants to assign
trainers to her training
courses.

14. You told us adding custom
fields to your modules will
save you time.

15. Sarah wants to add the
date and time of
training courses to her
training module.

16. You told us you’d like to
control your summary
screen in Sage CRM.
CRM

17. Sarah wants to see
details of course
attendees and a list of
training suppliers and
attendees at a glance.
CRM

18. That’s why we created
Sage CRM Builder

19. Now you can…
define the basics of
what your module
is called

20. Now you can…
define the basics of
what your module
is called
…decide how your
module will relate
to other fields in
Sage CRM

21. Now you can…
define the basics of
what your module
is called
…select the
features you want
to work with
…decide how your
module will relate
to other fields in
Sage CRM

22. Now you can…
define the basics of
what your module
is called
…select the
features you want
to work with
… and build your
summary screen.
…decide how your
module will relate
to other fields in
Sage CRM

23. Sage CRM Builder is in
the cloud. Your data
goes where you go.

24. It’s easy for every one
to use in your business.

25. Sage CRM Builder isn’t
just for training courses.

26. You can…

27. • Manage properties
• Organize events
• Oversee equipment
• Control assets
• Build customer profiles
• Create recruitment modules
• Scale CRM with your business
• Work on insurance policies
• Track competitors

28. • Manage properties
• Organize events
• Oversee equipment
• Control assets
• Build customer profiles
• Create recruitment modules
• Scale CRM with your business
• Work on insurance policies
• Track competitors
All in Sage CRM

29. If you’re a Sage CRM
Professional Edition
customer, try Sage
CRM Builder today.
There are no hidden extra
costs.

30. sagecrm.com
Sage CRM Builder isn't just
flexible, it's adaptable too
http://bit.ly/1cFbuwV