SageCRM
12 videos found in SageCRM:
Outlook 2010 Integration
Since its introduction, SageCRM has featured tight integration with Microsoft Outlook. This integration has relied on Outlookís web browser support for its functionality. With the release of Outlook 2010, Microsoft dropped web browser support. This in turn has required some modifications to the integration with SageCRM. In this tutorial, we walk you through the changes.
6 min 12 sec
Sales Opportunity Management
SageCRM provides a powerful set of sales pipeline management tools and the process begins with your salespeople entering their Opportunities into the system. In this tutorial, we focus on the basics of creating an Opportunity in SageCRM. And once youíve begun to enter opportunities, then you can take advantage of SageCRMís sales reporting and forecasting tools.
4 min 54 sec
Introduction to SageCRM Marketing Tools
Powerful marketing tools in SageCRM allow you to target the right customers, execute campaigns, and track responses. In this tutorial, we focus on the basics of setting up a campaign.
5 min 43 sec
Introduction to the Interactive Dashboard
Introduced in version 7, the SageCRM Interactive Dashboard is a customizable workspace that gives you control over the information thatís delivered to your desktop. In this tutorial, we provide an introduction to the basic functionality of the Dashboard.
5 min 26 sec
Sales Forecasting
Description: SageCRM includes a sales forecasting system that can reduce the effort and time that your sales team spend each month manipulating spreadsheets to generate their forecasts. In this tutorial, we'll show you how easy it is to use.
6 min 5 sec
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