Sage CRM
Revolutionize the way you manage your business.

SageCRM Video Library

These tutorial videos are great for training new employees and advanced training for experienced users. Click and enjoy!

Just learning SageCRM or want to become a real pro? Be sure to check the third section below for our SageCRM user tutorial videos.

Hover over the video titles below for a description and duration of each video.

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What a great way to spend a lunchtime: increasing your knowledge AND making points with the boss!

SageCRM Product Demo Videos

Introduction and Overview
(8 minutes)

Overview	( 1 min 05 sec)
Navigation	( 0 min 30 sec)
Main Screen Elements	(1 min 48 sec)
Quick Tour of Tabs	( 4 min 26 sec)

My Calendar and Tasks
(15 minutes)

Course Overview	(2 min 19 sec)
Managing Your Calendar	(2 min 52 sec)
Scheduling Tasks/Appointments	(5 min 57 sec)
Sending Emails	(4 min 19 sec)

Outlook Integration
(5 minutes)

Installing Outlook Integration	(1 min 8 sec)
The Outlook Navigation Bar	(1 min 22 sec)
Appointments and Tasks	(1 min 27 sec)
Emails and Contacts	(1 min 33 sec)

Reporting in Sage CRM
(10 minutes)

Introduction	( 0 min 51 sec)
The Reports Work Area	(1 min 27 sec)
Report Categories	(1 min 53 sec)
Running Reports	( 2 min 57 sec)
Writing Reports	( 2 min 32 sec)

Finding and Adding Information
(5 minutes)

Finding Information	(1 min 20 sec)
Viewing Information	(1 min 23 sec)
Adding Information	( 1 min 47 sec)

Managing your Documents
(5 minutes)

Mail Merge	(3 min 55 sec)
Document History	(1 min 23 sec)
Shared Documents	( 1 min 5 sec)
Quotes and Orders	( 2 min 27 sec)

System Administration

Customizing Sage CRM	( 7 minutes)
Setting up Users	( 5 minutes)
Uploading Contacts	( 5 minutes)

SageCRM is a full-featured, web-based CRM solution that is easy to use and quick to deploy. Thousands of customers use SageCRM to help their sales, marketing, and customer service teams build more profitable relationships every day. It offers front- to back-office integration across CRM and ERP. SageCRM.com is hosted by Sage making it the ideal solution for SMBs seeking a low-cost CRM solution.

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