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CRM Deep Dive

Join us on
September 16, 2021 12:00 PM
CST

Agenda

    Learn about this and more!
  • allowing non-Sage 100  users to access Sage 100 data through Sage CRM (view available inventory,     open account balances),
  • using Acumatica cases for more than just support,
  • entering and promoting activities in Sage CRM for Sage 100 (quotes to orders),
  • viewing related (Customer or Vendor) activities in the Acumatica/Outlook integration.

Featured Speaker

Dan Cousins has been focused exclusively on Sage CRM projects since 2004. He and the team at My CRM Manager help organizations improve their processes and make better use of the data that flows through staff members. In this session, he will touch on some of the popular and practical adaptations of Sage CRM that make systems more successful.

More information Coming Soon!

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September 16, 2021 12:00 PM

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