Sage CRM Video channel

Welcome to the Sage CRM video channel.

Here, you can search, filter and stream videos on all aspects of Sage CRM. You can watch our new getting started series designed to help you get up and running quickly with Sage CRM. You can view helpful tutorials that explain the features and benefits of Sage CRM. And you can see the customer success stories featuring business people like you. These videos are in English, German, Spanish and French for your convenience.

143 Video(s)

Filter Your Results

User Type

How To Guides

Video Duration

(Reset this filter)

Posted in the last

(Reset this filter)




Content Type

The grass is greener with Sage CRM

Namgrass who have been making artificial grass for over 30 years invest in Sage CRM and see a 50% increase in productivity and efficiency.

  • Published by: Sage CRM
  • Created: 04/12/2016
  • Duration: 02:24
  • Category: Customer Story

What is CRM?

Are you looking for a better way of managing your interactions with customers? Do you want to use your valuable information about customers to become more profitable? Well, you can do all this and more with Sage CRM.

  • Published by: Sinead Mitchell
  • Created: 07/27/2015
  • Duration: 2:41
  • Category: Introduction video

Using Calendar

Sage CRM has a built-in calendar where you can manage your meetings and to-do list by creating tasks and appointments.

  • Published by: UA team
  • Created: 01/05/2017
  • Duration: 3.21
  • Category: Tutorial

Finding information

You can search for Sage CRM records in a variety of ways. The Search box on the top bar lets you quickly search for records using Quick Find, Find screens, Advanced Find, or Keyword Search.

  • Published by: UA team
  • Created: 01/03/2017
  • Duration: 3.30
  • Category: Tutorial

Setting up Sage CRM mobile apps

Sage CRM mobile apps give you online and offline access to Sage CRM by storing opportunity, contact, and calendar data on your mobile device. As a system administrator, there are a few things you must do before your users can work with Sage CRM mobile apps. This video walks you through these configuration steps.

  • Published by: Sage CRM
  • Created: 06/13/2016
  • Duration: 3.01
  • Category: Tutorial