Agenda

Welcome to the Sage CRM Summit 2021. This opening session will explain how the 2021 summit came about, the purpose of the summit and the format of the various different sessions as well as some guest speakers.

Hear about how the CRM trends have changed rapidly over the past 12 months and what the predictions are for 2021 and beyond.

Sage CRM is a highly scalable CRM solution however it can also be used right out of the box. In this session you will find out about all the functional highlights of core Sage CRM including how to manage sales, use the product for marketing and tracking and fix service tickets.

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. 

In this current era of business maximising resources and reducing costs can be the difference between surviving and thriving. During this session you will learn about how Sage CRM can be used to streamline business processes to reducing day to day time overheads and get your team doing the job they are paid for rather than entering data.

Sage 200 CRM has now been retired by Sage and in its place is the core 'standalone' Sage CRM integrated with Qnect 200. Learn about the differences between the historic versions of the Sage integration and Qnect and how the new functionality could help your business. 

Sage CRM is evolving, supporting more deployment options and technical requirements. In this session you will learn about the latest technical changes to Sage CRM, including the focus on integration and opening out the API, as well as the future technical direction of the product.

Whilst the basis of CRM is the same through the majority of products the biggest benefit comes when the solution is tailored to match specific industries requirements.

In this session you will hear about various industries have tailored Sage CRM to match their sectors unique requirements.

Do you have any burning questions about Sage CRM for a commercial or technical perspective. This session will have key Sage CRM experts from both Sage and ISV's that will be on hand during the lunch break to answer any questions you have about Sage CRM. 

This is one session not to miss! 

During this session you will learn how you can utilise smarter email marketing within Sage CRM using the Mailchimp and the Mandrill API.

This will include and overview of Mailchimp and the types of data analysis available. 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.

A CRM solution is only as good as its data. The data is only as good as what users enter in, or is it?

This session covers how Qreations can be used to add ROI to your CRM.

In this first of 3 partner addon sessions you will hear about how Accelerator and Mobile X can benefit your business.

Accelerator delivers 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?

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

• View Sage CRM data on a mobile device
• Upload photos to CRM
• Scan business cards
• View your pipelines and more

Do you use reports and KPIs to drive and deliver best practice in your business? 

This sessions covers the capabilities of Sage CRM to track and report on KPI's including real life examples to help you "plan for CRM".

In this first of 2 customer addon sessions you will hear about how Accelerator and Mobile X can benefit your customers.

Accelerator delivers 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?

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

• View Sage CRM data on a mobile device
• Upload photos to CRM
• Scan business cards
• View your pipelines and more

Whilst Sage CRM has a wide range of functionality, as with lots of software, there is a diverse range of addon's for the product that extend the product even further and allows Sage CRM closer map you business requirements.

In this session you will hear about some of these addons but mostly the breadth of resources available to find out about whats available.

In this second of 3 customer add-on sessions you will hear from Sage CRM ISV Timelinx who adds in-depth Project and Service Management functionality into Sage CRM.

Free yourself from the burden of juggling multiple applications. TimeLinx and Sage CRM, integrated with accounting, creates a single, seamless process from marketing to invoicing.

In this third of 3 customer addon sessions you will hear from Sage CRM My CRM Manager who adds Sage 100 integration and mapping functionality into Sage CRM.

GUMU™ Sage 100 CRM (US Edition of Sage 100 ERP)

• Full Bidirectional integration
• Process Orders from CRM
• Reduce the number of staff that require access to Sage 100

s5Maps for Sage CRM - using the power of Google Maps and Google's Search Engine Technology

• Visualize all your data
• Filter your mapped data by Sage CRM fields
• Pull data from Google Maps directly into CRM

This session will look at how to get the best use out of the publically available resources published in Sage City and beyond.  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.   

Enhance your order entry into Sage 100 and Sage 300 with the the CAT Consulting range of addon's.

Lots of the sessions as part of this Summit talk about whats possible with Sage CRM but this session actually shows you how some of it works. 

If you want to see exactly how Sage CRM can interface into Sage accounts solutions from viewing and creating customers to creating and syncing orders this session is for you. 

There is lots of training available to partners on Sage CRM from how to implement Sage CRM, how to articulate the value proposition to how to deliver successful projects.

This sessions covers all the main training options from both Sage and the ISV community to help you deliver successful, valuable solutions to your customers.

Have you had a great event? Hear about our thoughts on the day and thanks to the presenters.