Issuu on Google+

Introducing Sage CRM Builder A 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-todate 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

…decide how your module will relate to other fields in Sage CRM

…select the features you want to work with

… and build your summary screen.


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.


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

sagecrm.com


Introducing Sage CRM Builder