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

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Introducing Sage CRM Builder A better way to manage what matters

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In this SlideShare, you can learn more about how Sage CRM Builder can help your business. Sage CRM Builder isn't just flexible, it's adaptable too. Using an intuitive drag and drop interface, you can create custom modules for your unique business needs in six easy steps. And your data is stored securely in the cloud, meaning it goes where you go. You can learn more about Sage CRM Builder on www.sagecrm.com.

Transcript of 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. Shes organizing several training courses for her business. 4. Trainers Resources Attendees Suppliers Materials Documents Evaluations Course details 5. Theres a lot for Sarah to manage. 6. Keeping this information in multiple locations is frustrating for Sarah. 7. The information Sarah needs isnt centralized. 8. Its not always up-to- date or accessible. 9. And Sarah has to use multiple software tools alongside her CRM. CRM 10. What if theres a better way? 11. At Sage we listened to our customers. 12. You told us youd 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 youd 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. Thats 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. Its easy for every one to use in your business. 25. Sage CRM Builder isnt 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 youre 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