How To Guides
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This video is one of several education videos that cover the Sales, Marketing and Service for Sage 200 Connector. It considers the previous integration with Sage CRM and the requirements for the new solution. It then covers the installation and configuration of the Connector and demonstrates the standard functionality of the integration.
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.
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.
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.
This video demonstrates how to customise screen provided in Sage CRM through the Connector. It is one of several education videos that support the release of the Sage CRM Connector for Sage 200.