Sage xRM Workshop

 

 

The aim of the Sage xRM  Introduction Workshop is to enable our clients to fully appreciate the capabilities of this internet application to not only provide a world class solution for Sales and Service (please see further detail in the Inecom solution area) but to also appreciate the capabilities to integrate and present all data held in database silos throughout the business.  Or it maybe that there is now further required functionality for that core application that is so very perfect in all other ways!

Inecom invite you to join us to review Sage xRM!  

 

Navigation

• Finding your way around Sage xRM 
• Menus, toolbars, navbars, right-click

Basic Lookups

• Find a person, company and opportunity
• Combining Search Criteria
• Wild card search
• Saving searches

Companies

• The company view in detail
• Company tabs
• Adding new companies and contacts and editing
• Alternate addresses
• Company teams

People

• The people view in detail
• Adding additional people, editing, associating and deleting
• People tabs
• Alternate addresses

Opportunities

• The opportunity view in detail
• Enter an opportunity
• Adding quotes
• Closing opportunities
• View opportunities

My CRM

• Calendar
• Dashboard
• My contacts

Communication

• Scheduling a Call
• Scheduling an appointment
• Reassigning activities
• Perform a basic mail merge
• Send an email

Reports

• Overview of reports
• Modify a report

Call 03-9847-7300 or email sage@inecom.com.au to book your workshop with a Sage xRM Consultant!