This sage crm interactive dashboard support guide aims to provide additional knowledge about the interactive dashboard and other java related features in sagecrm version 7. Sage customer relationship management sage coretime. Interactive dashboard top five list sage crm general. With over two decades of experience as a journalist and small business owner, he cares passionately about the issues facing businesses worldwide. An interactive dashboard acts as a central hub for sage crm s sales features, allowing users to monitor and manage opportunities, reports, and forecasting from one place. As we know the interactive dashboard of sage crm is a wonderful feature that allows us to have immediate access to a wide variety of information. Sage crm is a crm solution aimed at small, medium and large businesses.
Highly intuitive and customisable, the interactive dashboard allows you to choose the data you want to see which is relevant to you. These strategies involve defining the target audience, customer segmentation, logging previous conversations and feedbacks, email marketing, social media marketing and many other relevant aspects. This includes their calendar, their tasks, their lists, their opportunity and web and rss read more. Sage crm software interactive dashboards appeal to all learning styles. A basic guide to interactive dashboards for small business. Sage crm, sage crm support suntel technologies inc. Sage crm user assistance pdfs sage crm guidessage crm guides product information. Sage crm user can view his tasks, opportunities through dashboards. This dashboard provides users with information and analysis in a stunning, interactive. In short, it provides a snapshot of the crm information and tasks you use most often so you have quick access and can be effective in your job. In this blog ill be looking at the interactive dashboard. The interactive dashboard delivers a rich and personalized user experience that boosts productivity and helps drive user adoption across the business. This dashboard is chockful of great resources to help you figure out your way around sage crm. Applications include integrated modules for sales and marketing automation, customer service, help desk, social crm and more.
The dashboard gives visibility on the current sales deals and the reporting and analytic features help in forecasting sales performance and tracking new opportunities. Whether youre a salesperson, support rep, manager, or vp, the interactive dashboards in sage crm can be a really important tool in helping you leverage crm data most effectively. The software can be deployed in the cloud and onpremise. The sage crm interactive dashboard is a highly visual workspace which can be. They use our customer relationship management solution to increase sales. Sage crm is a cloudbased platform intended for the needs of the small business sector. Using interactive dashboards, charts and outofbox reports, you can see how your business is peforming in realtime. Sage crm provides essential business intelligence to senior managers from a centralised system which delivers real time data. To do this, click tools, then click options and click view.
You can now switch between list and dashboard view in the relevant modules. Sage crm also makes it easy to identify sales trends such as monthly sales volumes. In this blog, we will explain how user can view his ongoing opportunities in an interactive dashboard. Excerpt from a basic guide to interactive dashboards for small business. Interactive dashboard top five list avolpe 29 days ago i have a client that would like a widget on their dashboard the lists the top 5 clients by revenue. May 30, 20 learn how to fix sage crm interactive dashboard errors. To use the dashboards they must be switched on in your software. This lesson in particular will cover the knowledge needed to understand how gadgets and the interactive dashboard can be used by. Spend some time on our dashboard software buyers guide to learn what the software. This video shows you how to take dashboards to a new level. Interactive dashboard sage crm tips, tricks and components. Sage crm interactive dashboard tutorials this is part 1 of 3 on a series of howto videos that cover the user features and work processing for sage crm interactive dashboard. In this tutorial, we demonstrate this feature by linking company, opportunity and case list gadgets.
Blytheco home software sage crm overview sage crm marketing. The sage crm interactive dashboard is configurable by placing gadgets on your workspace. Sage crm manage customer services and sales onesys. Feb 11, 2020 sage crm is a cloudbased platform intended for the needs of the small business sector. The interactive dashboard of sage crm is a wonderful tool that allows you to have immediate access to a wide variety of information. Part 2 will illustrates how to create a list gadget with the interactive dashboard.
Dashboards when you first log into sage crm you will see the welcome dashboard. Clear the turn off all dashboards check box, then click ok. Some of these gadgets can be linked together for dynamic filtering. With a few simple moves you can get dashboard widgets interacting with each other, make selections, focus and filter down to a fine level all without leaving the dashboard. Get in touch if you need some help setting up, using, or customizing your sage crm interactive dashboards. Explore how sage crm could help manage your business and discover new opportunities. Sage crm software includes a very important feature needed to leverage your customer and sales informationthe interactive dashboard.
Evaluating campaigns via the interactive dashboard. Crm software automates sales tasks, such as creating quotes and orders, forecasting sales, pursuing leads, and converting them into opportunities using sales workflows. Sage crm software helps capture leads, improve sales, and stay connected with customers. Learn how to fix sage crm interactive dashboard errors. It gives them an easy to use crm software tool with email integration to store the latest update on their sales leads, to schedule future calls and manage their sales activities. This session will explain how to create new views that can be then used as the underlying data source for interactive dashboard gadgets. Sage crm interactive dashboard tutorials this is part 2 of 3 on a series of howto videos that cover the user features and work processing for sage crm interactive dashboard. As you become more comfortable with crm, you will learn to create new dashboards and customize gadgets to help you become more organized and perform daily tasks. Crm dashboards can be incredibly useful to all kinds of crm users. Sage crm is the leading supplier of business management solutions to small and medium businesses. There are a number of gadget types to choose from, and in this tutorial, we. Nextec erp crm business intelligence software consulting.
Sage crm is trusted by hundreds of businesses from a variety of industries around the world. This module covers the setup requirements, general usage and troubleshooting for the interactive dashboard. We believe that were now one of the leaders in the industry in providing critical information. Ready to take control of sage crm with a custom interactive dashboard gadget.
In this article, well take a look at how to use and customize these powerful dashboards. The sage crm interactive dashboard saves time and improves efficiency by giving you instant access to the data you need via your workspace. You will find a wealth of information relating to what can be achieved using the interactive dashboard on our ecosystem site. Sage crm interactive dashboard errors quick solutions. Crm for sage 100 sage customer relationship management. Out of the box, sage crm provides numerous dashboard templates and gadgets to get you started however, these may not be everything you need in case you were wondering the difference, dashboard templates are a collection of gadgets, while gadgets are. The dashboards of small business accounting software to show how you can quickly and easily implement the tools within your business. Whether you like to control cases, look after leads or even just see what you have on your calendar. As an integrated solution, sage crm leverages the transactional information in your sage 100 erp system to present a comprehensive and detailed view of your. Sage crm has an inbuilt interactive dashboard which is used to display sage crm data. It includes instruction on how to configure and use different dashboards and dashboard widgets.
Mar 01, 2012 sage crm reports and dashboards provide detailed analysis on metrics such as call volume, case resolution times, communications, followup statistics and escalations. Sage crm is a powerful and easy to use customer relationship management crm solution that increases productivity, fosters collaboration, and improves the customer experience. An interactive dashboard is a highlycustomizable workspace that allows you to control and personalize the crm data that displays onscreen. Apr 06, 2016 whether youre a salesperson, support rep, manager, or vp, the interactive dashboards in sage crm can be a really important tool in helping you leverage crm data most effectively. They use our customer relationship management solution to increase sales, generate more from marketing campaigns and build valuable customer relationships. This dashboard provides users with information and analysis in a stunning, interactive format. Connect your existing sage 50c accounts solution with act. Erp crm business intelligence software consulting nextec. Targeted measurable marketing plan, execute and measure your campaigns. It allows more effective management of sales, marketing and customer service functions. As you become more comfortable with crm, you will learn to create new dashboards. Sage crm s interactive dashboard revolutionises the way you manage your business. Apr 05, 2012 sage crm interactive dashboard tutorials this is part 2 of 3 on a series of howto videos that cover the user features and work processing for sage crm interactive dashboard. Thousands of customers use sage s customer relationship management software.
Creating list gadgets for your sage crm interactive dashboard. Jan 08, 2016 in this blog, we will explain how to add calendar gadget in an interactive dashboard. Mar 29, 2012 sage crm interactive dashboard tutorials this is part 1 of 3 on a series of howto videos that cover the user features and work processing for sage crm interactive dashboard. Customer relationship management crm software is a ticket to winning your customers loyalty. The pros of sage crm for marketing teams sage coretime. How to set up and leverage user dashboard in sage crm. Crm to create a single unified resource that enables you to manage all your customer interactions. It is a business solution that gives you the ability to connect with and understand real people covering every interaction with valuable customers across your entire business. Sage crm is far more than just a customer relationship management software application. Information and feeds from within sage crm, external websites and integrated sage erp systems are all displayed in.
Sage crm introduction to interactive dashboard and gadgets. How to set up and leverage user dashboard in sage crm the. Integrate your sage crm with your sage 50 us accounting calendar gadget is perhaps the easiest gadget to use as it is preset as a template gadget able to be dropped into an interactive dashboard. Add calendar gadget in an interactive dashboard in sage crm. The interactive dashboard is designed to be a convenient workspace within sage crm which all users can utilize to organize and manage their workload. From social accounting apps to enterpriseclass software, millions of businesses use sage to transform the way they. How to use the interactive dashboard in sage crm youtube. For more insights into what you can learn from a basic guide to interactive dashboards.
Sage crm mobile gives instant access to sales data when on the move, or working remotely. Sage crm creating a list gadget within the interactive. Keir is sage s dedicated expert in the small business and accountant fields. We would like to request your permission to periodically send you. It is offered as a standalone solution or can be integrated with other sage products. To help make this process easier for you, we would like to share a few tidbits from each of the different navigation buttons on the header of sage crm. Mar 12, 20 dashboards are the best way to stay organized in sage crm. In this blog, we will explain how to add calendar gadget in an interactive dashboard.
Customer relationship management crm is a business management software platform that empowers organizations with strong customer service strategies. By using crm software, your marketing team can identify the sources of leads, opportunities, and closed sales. If you are new to sage crm, the first thing you will do when you login to sage crm is feel your way around. With the sage crm interactive dashboard, users can manage all their activity from one place. The sage crm interactive dash boardrevolutionises the way you manage your business and how your employees manage their day. Part 1 will cover the basic knowledge needed to understand how gadgets and the interactive dashboard can be used by sage crm. Part 1 will cover the basic knowledge needed to understand how gadgets and the interactive dashboard can be used by sage crm users.
Sage crm marketing automation and campaign management. Nextec provides erp, crm and bi software that grows with your company now and in the future. Sage crm can be used to track the performance of sales agents, forecast trends, schedule meetings and more. How to create dashboards in sage enterprise intelligence sei. Obtaining the data you need to make decisions on future campaigns can often be a timeconsuming and frustrating process. The interactive dashboard delivers a rich and personalised user experience that boosts productivity and helps drive user adoption across the business. Sage crm tips interactive dashboards alphalogix blog.
Through its customizable and interactive dashboard view, sage crm maximizes your sales activities by giving you instant access from your desktop or mobile device to current opportunities, leads, calendar, sales performance, contacts, financials, and much more. Sage coretime offer a range of products and services designed to improve business efficiency and management information. A good crm system offers users the ability to customize and set up a dashboard that helps get the job done for each role within sales, marketing, or customers service, as is the case with sage crm. Interactive dashboard sage crm provides a friendly user interface that allows you to manage everything from rss feeds, calendars and todo lists. Sage crm has a solution that can meet the individual needs of every business and accelerate business growth. Highly graphical reports and charts can be displayed on an interactive dashboard.
Sage crm software helps manage critical sales, marketing and customer service activities every day. May, 2011 this training video provides an overview of the interactive dashboards that can be found in sage crm. May 04, 2016 this example assumes your system includes either the standard sage crm demo data, or at least one dashboard template and one gadget template set up by an info manager or system administrator. How to create dashboards in sage enterprise intelligence sei dashboards can be quite personal and should be created to meet the specific needs of not only each. The interactive dashboard is comprised of gadgets that you can configure to present information on your sage crm desktop. Sage crm software interactive dashboards appeal to all. Through its customizable and interactive dashboard view, sage crm maximizes your sales activities by giving you instant access from your desktop or mobile device to current opportunities, leads, calendar. This article explains how each of the dashboards calculate.
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