10 tips to get more from sagecrm

23
sagecrm.com 10 tips to get more from Sage CRM

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Page 1: 10 Tips to Get More from SageCRM

sagecrm.com

10 tips to get

more from

Sage CRM

Page 2: 10 Tips to Get More from SageCRM

Do you

thrive on

social media?

Page 3: 10 Tips to Get More from SageCRM

sagecrm.com

Inside Sage CRM

you can leverage

Twitter, Yammer

Facebook &

LinkedIn

Page 4: 10 Tips to Get More from SageCRM

Do you know

where your

customers are?

Page 5: 10 Tips to Get More from SageCRM

sagecrm.com

Set up Google Alerts for

information about customers

and display this as an RSS

feed on your dashboard

Page 6: 10 Tips to Get More from SageCRM

Do you find

reports

useful?

Page 7: 10 Tips to Get More from SageCRM

sagecrm.com

Suit your business

needs by creating a

custom report

Page 8: 10 Tips to Get More from SageCRM

Do you

live in

Outlook?

Page 9: 10 Tips to Get More from SageCRM

sagecrm.com

You can synchronise

Sage CRM with

Outlook emails

& contacts

Page 10: 10 Tips to Get More from SageCRM

sagecrm.com

Ready for a break?

Visit the Sage Community

community.sagecrm.com

sagecrm.com

Page 11: 10 Tips to Get More from SageCRM

Are your

contacts

current?

Page 12: 10 Tips to Get More from SageCRM

sagecrm.com

Sage CRM works

better when you

update or delete

old contacts

Page 13: 10 Tips to Get More from SageCRM

Does your data

live in more than

one place?

Page 14: 10 Tips to Get More from SageCRM

sagecrm.com

Sage CRM works best

when it holds all of your

customer data

Page 15: 10 Tips to Get More from SageCRM

Are KPIs

important

to you?

Page 16: 10 Tips to Get More from SageCRM

sagecrm.com

In Sage CRM, you can

set and manage

Key Performance Indicators

Page 17: 10 Tips to Get More from SageCRM

Are you running

a marketing or

sales campaign?

Page 18: 10 Tips to Get More from SageCRM

sagecrm.com

Consider matching revenue

to a campaign and

tracking ROI

Page 19: 10 Tips to Get More from SageCRM

Do you like to

listen to your

customers?

Page 20: 10 Tips to Get More from SageCRM

sagecrm.com

In Sage CRM, you can

store information on

customer conversations

Page 21: 10 Tips to Get More from SageCRM

Need

help?

Page 22: 10 Tips to Get More from SageCRM

sagecrm.com

You can watch tutorial videos,

read FAQs and speak to our

community