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