Agenda

Date and TimeTitle
May 5, 2020 (London)
10:00am - 10:15am
Welcome Session

Welcome to the Unofficial Sage CRM Summit 2020. This opening session will explain how the summit came about, the purpose of the summit and the format of the various different sessions.

May 5, 2020 (London)
10:15am - 10:45am
Pitching the CRM Story to the Non-Believers

Getting customers - and employees inside customer organisations - on board with the benefits of a CRM system can be tough.  Join this session to understand how to tactically introduce & manage a Sage CRM discussion into a business.  We will blend traditional "value based" selling advice with advice on connecting CRM features to delivering business return for any business *and* highlight why it matters than ever before.

May 5, 2020 (London)
10:15am - 10:45am
Designing an Interactive Dashboard to display something useful

Sage CRM has a wide range of different gadget types that can be included in the Interactive Dashboard.  This session will show you how to design a dashboard around a user's activities so that their day to day tasks are made easier and how best practice can be embedded in their work.  

May 5, 2020 (London)
11:00am - 11:30am
How to Avoid Being Burnt by a Project

Getting projects "up" and "over the line" successfully is a critical skillset in delivering CRM value to customers.

Join this session to understand how to manage ths subject of projects into a business. We will talk about "best practice" advice with advice on projects as well as considering the context of Sage CRM configuration & customisation capabilities to help you consider the best route(s) to manage a successful CRM delivery. 

This session is a useful companion session to the "Implementing Sage CRM the 3 5 7 Way"

May 5, 2020 (London)
11:00am - 11:30am
Ten Easy Ways to Use the Client Side API

This session will share some simple to use snippets of code and techniques that can be immediately used in a customer project.  If you've not used the client-side API before then you'll benefit from attending this session so that you can understand how this powerful yet simple to use set of tools can enhance a customers experience of Sage CRM.  

May 5, 2020 (London)
11:45am - 12:15pm
Implementing Sage CRM the 3:5:7 way

During this session you will learn how to sell Sage CRM in a simple smart way that allows customer CRM to grow with their requirements whilst getting them up and running in the quickest easiest way possible using the 3:5:7 methodology.

 

May 5, 2020 (London)
11:45am - 12:15pm
The right way to set up Email Manager

The Advanced Email Manager can revolutionise inbound communication for a customer.  Customer Requests and Sales Enquiries can be initially processed automatically against business rules and the customer can get an automatic reply as the mail manager creates records attached to a workflow process and alerts users on-screen or via email of the new communication and the next task that has to be done. This session will show how to take advantage of this key service inside Sage CRM.   

May 5, 2020 (London)
12:30pm - 1:00pm
CRM Together - MobileX

Do you need a real solution to do real work when outside the office?

MobileX is a platform to achieve real functionality from your smart phone.

  • Upload photos to CRM
  • Scan business cards
  • View ERP data
  • View your pipelines and more

Now more than ever a powerful mobile solution that can deliver as your business grows and adapts to the new reality

 

May 5, 2020 (London)
12:30pm - 1:00pm
Email Marketing utilising Mailchimp and Mandrill

During this session you will learn how to config Sage CRM to use Mailchimp and the Mandrill API. This will include creating a mailchimp account, creating a Sage CRM Group, creating and sending the Mailchimp campaign and how to analysis and process the results. Additionally it will show how Mandrill, the Mailchimp tranasactions email solution, can be used within Sage CRM to analysis individual emails sent from Sage CRM.

May 5, 2020 (London)
2:00pm - 2:15pm
Explaining the difference between 200 Integrated & Qnect

Do you have customers on with Sage 200 UK and Integrated or Connected CRM? Or do you have customers with Sage 200 UK who may benefit from using Sage CRM? If so find out the differences between the Sage connectors and Qnect 200 from Qmulus. 

This session will cover feature differences between the 3 products and outline how Qnect 200 fits into Sage's future plans for Sage 200 both commercially and technically.

May 5, 2020 (London)
2:00pm - 2:45pm
CRM Surgery - Technical Issues

Do you have a Sage CRM implementation that is causing you grief? Are you trying to problem something that is giving to sleepless nights? Has a customer been promised something that you don't know how to deliver? Do you have a stubborn issue you just can't troubleshoot? If you are then this session is the place to share these woes and get support and advice from your peers. We will do our best to give you a clear direction on the next steps to take to resolve your problems.   

May 5, 2020 (London)
2:30pm - 3:00pm
CRM Surgery - Sales Issues

Do you have a Sage CRM prospect or company engagement that is causing you grief? Are you trying to get your marketing 'fired up' or convince others in a company that CRM is really worth investing in?

Join this session is the place to share these woes and get advice from your peers. We will do our best to give you a clear direction on the next steps to take to resolve your problems. 

May 5, 2020 (London)
3:00pm - 3:15pm
The Future without ActiveX & the impact on feature-sets

Sage refactored Sage CRM 2020 R1 to remove ActiveX dependency for features such as the Outlook Plugin installation and document drop. Sage also announced that support for existing features within Sage CRM that depended on technology using ActiveX would be dropped in future. What does this mean for Sage CRM customers, partners and ISVs? What are the challenges and opportunities that are opened up by this news?

May 5, 2020 (London)
3:15pm - 3:30pm
Deploying Sage CRM through oneclick

oneclick™ is a workspace as a service solution that allows desktop GUI based apps and browser based apps to work completely via a web browser without any of the data leaving the customers premises or data centre. It also supports 2 factor authetication and aggregated locations to allow users to access any software solution from any location securely from any device.

May 5, 2020 (London)
3:30pm - 3:45pm
Using the Sage CRM resources on Sage City

This session will look at how to get the best use out of the publically available resources published in Sage City.  This global community has over 10,000 members just focussed on integrated Sage CRM.  Within the blogs and forums of Sage City, you'll find blogs and forum posts that will help you resolve problems, delight your customers and help you grow your success with Sage CRM.  Join me as I explore how to get the most out of the documentation, articles, free training videos and code libraries that help make Sage CRM one of the best-resourced products within the Sage portfolio.   

May 5, 2020 (London)
3:45pm - 4:15pm
CRM Together - Accelerator (Outlook Integration)

Advanced Outlook Integration for Sage CRM

  • Tired of copy and pasting emails to CRM?
  • Sales team not updating CRM with contact details?
  • CRM User adoption is poor and killing the project?

Its time to see the solution!

May 5, 2020 (London)
4:00pm - 4:15pm
Gamma Horizon - an example of whats possible with a 3rd party CTI integration

During this short 5 minute session you will see how 3rd party CTI can interact with Sage CRM within using the soon to be retired inbuilt Sage CRM functionality. This session is designed to show you what is possible by demonstrating an existing 3rd party integration from a well used UK based VOIP phone provider. However, this pricipal is the same for most phone solutions. 

May 5, 2020 (London)
4:15pm - 4:45pm
Five essential tips for troubleshooting TomCat

Sage CRM has a hybrid architecture.  This session will look at troubleshooting features within Sage CRM that depend on Java web apps running under Apache Tomcat.  We will consider how to use the System Health and diagnostic tools available, how to read and interpret the logs and how to safely make changes to the system including updating configuration files and web server settings.

May 5, 2020 (London)
4:30pm - 4:45pm
Traffic Management on the Sage CRM Roadmap

Sage CRM is strategically focused on adding a strong CRM toolset to extend the return on investment for our Sage financial customers across the globe.  Join us as we highlight the recent releases, take a high level look at the next year & talk about your ideas for the future of Sage CRM

May 5, 2020 (London)
4:45pm - 5:00pm
Closing Session

This session is a wrap up thank you session and will outline where the content will be available and what plans we have for further events going forwards.