10 tips for Sage CRM users
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The document provides 10 tips for getting more from the Sage CRM software, including leveraging social media through Twitter, Yammer, Facebook and LinkedIn within Sage CRM; setting up Google Alerts to display customer information on the Sage CRM dashboard; creating custom reports to suit business needs; synchronizing Sage CRM with Outlook emails and contacts; updating or deleting old contacts to keep data current; holding all customer data within Sage CRM; setting and managing Key Performance Indicators; matching revenue to marketing/sales campaigns to track return on investment; storing information on customer conversations; and accessing tutorial videos, FAQs and community support for help.
10 tips for Sage CRM users
- 1. 10 tips to get more from Sage CRM sagecrm.com
- 2. Do you thrive on social media?
- 3. Inside Sage CRM you can leverage Twitter, Yammer Facebook & LinkedIn sagecrm.com
- 4. Do you know where your customers are?
- 5. Set up Google Alerts for information about customers and display this as an RSS feed on your dashboard sagecrm.com
- 7. Suit your business needs by creating a custom report sagecrm.com
- 9. You can synchronise Sage CRM with Outlook emails & contacts sagecrm.com
- 10. Ready for a break? Visit the Sage Community community.sagecrm.com sagecrm.com
- 12. Sage CRM works better when you update or delete old contacts sagecrm.com
- 13. Does your data live in more than one place?
- 14. Sage CRM works best when it holds all of your customer data sagecrm.com
- 16. In Sage CRM, you can set and manage Key Performance Indicators sagecrm.com
- 17. Are you running a marketing or sales campaign?
- 18. Consider matching revenue to a campaign and tracking ROI sagecrm.com
- 19. Do you like to listen to your customers?
- 20. In Sage CRM, you can store information on customer conversations sagecrm.com
- 21. Need help?
- 22. You can watch tutorial videos, read FAQs and speak to our community sagecrm.com
- 23. Accelerate your business success with Sage CRM www.sagecrm.com Get Social with Sage CRM & stay up to date