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crm Tag

Home > Posts tagged "crm"

Posted on April 17, 2017
In Educational, Sage

This short video tutorial is designed to help the new System Administrator. It is part of a series of lessons that build towards gaining the Extending CRM Fundamentals badge. This lesson in particular will cover the knowledge needed to understand how in principle it is possible to extend Sage CRM using a wide range of different API options. [embed]https://www.youtube.com/watch?v=rSkDRr--47I[/embed] Sage CRM - How to Extend Sage CRM...

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Posted on April 14, 2017
In Educational, Sage

This short video tutorial is designed to help the new System Administrator. It is part of a series of lessons that build towards gaining the Extending CRM Fundamentals badge. This lesson in particular will cover the knowledge needed to understand how to use the Component Manager to record customisations and create a component that can be exported to another system. [embed]https://www.youtube.com/watch?v=032Jdq6BZWo[/embed] Sage CRM - Creating a Component for Sage CRM 2017 R2...

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Posted on March 31, 2017
In Educational, Sage

Forecasting lets you view all your current sales opportunities and helps you calculate the value of your pipeline. You can use forecasting to determine if you're on track to meet your sales quota. http://help.sagecrm.com/ [embed]https://www.youtube.com/watch?v=AFX3Tw-64s4[/embed] Sage CRM - Creating a sales forecast - YouTube...

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Posted on March 28, 2017
In Educational, Sage

Setting up email templates can help your users respond to customers in a consistent and professional way. [embed]https://www.youtube.com/watch?v=7BL7L5E7jSY[/embed] Sage CRM - Setting up an email template - YouTube...

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Posted on March 24, 2017
In Educational, Sage

Set up new Sage CRM users and specify the features they can access such as creating reports and groups. Set up user templates defining user rights to speed up the administration process. [embed]https://www.youtube.com/watch?v=J-AYcL9zWOg[/embed] Sage CRM - Setting up a new user - YouTube...

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Posted on March 23, 2016
In Cloud, Educational, NetSuite, Uncategorized, Webinar

Featuring NetSuite's Chris Hering, Industry Marketing Lead (Advertising, Media, & Publishing) and Ryan Lazaro, Solution Consultant (Advertising, Media, & Publishing), this live demonstration highlights how NetSuite’s agile, reliable and scalable business platform equips agencies with all the tools they need for sustainable growth and continued success. [embed]https://www.youtube.com/watch?v=4qg6h6pTiwM[/embed] Demo: NetSuite for Advertising and Creative Agencies - YouTube...

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Posted on February 15, 2016
In Cloud, Educational, NetSuite, Uncategorized

SuiteWorld Is The #1 Cloud ERP Conference And The World’s Largest Gathering Of NetSuite Users, Partners, And Developers. Get inspired by exceptional NetSuite executive keynotes Educate yourself about everything NetSuite at more than 150 breakout sessions Network with other users and solution providers in the SuiteWorld Expo Expand your expertise with one- or two-day pre-event training sessions Celebrate the NetsSuite experience in style at the SuiteWorld Gala! Immerse yourself in the future of cloud computing. Ask...

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