Introducing Sage CRM BuilderA better way to manage what matters

Meet Sarah

She’s organizing several training courses for her business.

• Trainers

• Resources

• Attendees

• Suppliers

• Materials

• Documents

• Evaluations

• Course details

There’s a lot for Sarah to manage.

 

Keeping this information in multiple locations is frustrating for Sarah.

 

The information Sarah needs isn’t centralized.

 

It’s not always up-to-date or accessible.

 

And Sarah has to use multiple software tools alongside her CRM.

CRM

What if there’s a better way?

At Sage we listened to our customers.

You told us you’d like to link customer information with other business data.

Sarah wants to assign trainers to her training courses.

You told us adding custom fields to your modules will save you time.

Sarah wants to add the date and time of training courses to her training module.

You told us you’d like to control your summary screen in Sage CRM.

CRM

Sarah wants to see details of course attendees and a list of training suppliers and attendees at a glance.

CRM

That’s why we created Sage CRM Builder

Now you can…define the basics of what your module is called

Now you can…define the basics of what your module is called

…decide how your module will relate to other fields in

Sage CRM

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

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

Sage CRM Builder is in the cloud. Your data goes where you go.

It’s easy for every one to use in your business.

Sage CRM Builder isn’t just for training courses.

You can…

• 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

• 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

If you’re a Sage CRM Professional Edition customer, try Sage CRM Builder today.

There are no hidden extra costs.

sagecrm.com

Sage CRM Builder isn't just flexible, it's adaptable too http://bit.ly/1cFbuwV