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Generate a Web to Lead form in Sage CRM (Cloud Edition)

This short video explains how to generate the Web to Lead form from within the Sage CRM Cloud edition administration screens. The Web to Lead form can then be used to capture data from a website directly into Sage CRM.

  • Published by: Jeff Richards
  • Created: 04/29/2016
  • Duration: 3:08
  • Category: Technical-Training

Sage CRM and SEI - A technical introduction

This video aims to provide an introduction to the installation and configuration of the dashboard templates that can be imported into Sage Enterprise Intelligence. The video will explain how the templates allow Sage CRM data to be surfaced along with data from a Sage BMS (Sage X3, Sage 300 etc) to provide managers with full cross enterprise analysis and reporting in SEI.

  • Published by: Jeff Richards
  • Created: 04/07/2016
  • Duration: 19:04
  • Category: Technical-Training

Using the Sage CRM templates in SEI

This video aims to explain the different examples templates for Sage Enterprise Intelligence that have been created and how these can be used within SEI and within Sage CRM. It will cover each of the different SEI dashboards that the example templates contain. It will show how the sales, service, marketing and combined Sage BMS and Sage CRM dashboards can be displayed on any device. It will also explain how the SEI dashboards and report elements such charts can be displayed in Sage CRM dashboards gadgets.

  • Published by: Jeff Richards
  • Created: 04/07/2016
  • Duration: 9:47
  • Category: Technical-Training

Sage CRM Connector for Sage X3 - Preparing to upgrade a system

This short video tutorial is designed to help the System Administrator and System Implementer of systems using the Sage CRM Connector for Sage X3. This lesson, in particular, will cover the knowledge needed to understand how to upgrade a system by reference to documentation and guides. It is one of several education videos that support the release of the Sage CRM Connector version 2.0 for Sage X3.

  • Published by: Jeff Richards
  • Created: 02/23/2016
  • Duration: 33:03
  • Category: Technical-Training

Sage CRM Connector for Sage X3 - Installing and configuring the default integration

This video will explain how to install and configure the default integration between Sage CRM and Sage ERP X3. It is one of several education videos that support the release of the Sage CRM Connector for Sage X3.

  • Published by: Jeff Richards
  • Created: 01/20/2016
  • Duration: 46:19
  • Category: Technical-Training