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Upcoming CRM Webinars


6. CRM Beyond Sales & Marketing - hosted by David Beard of Sage CRM

Date: May 26th at 1PM EST (10AM PST)

Registration Link: https://attendee.gotowebinar.com/register/672434195209907714

Join David Beard, CRM Principal at Sage CRM for a 30 minute webinar:  CRM Beyond Sales and Marketing

In this webinar learn how about businesses who have successfully implement CRM to meet their challenges including:

  • CRM for Site Property Management
  • CRM for Course Management
  • CRM for Land Management
  • CRM for Time, Billing and Expense Tracking
  • CRM for Project and Job Tracking
  • CRM for Membership Management
  • CRM for Tracking Shipping Opportunities
  • CRM for Marriage Management

Register now to learn how you can expand your success throughout your operations with CRM.


7. Has Your Business Moved Beyond Spreadsheets - hosted by David Beard of Sage CRM


Date: June 16th at 1PM EST (10AM PST)

Registration Link: https://attendee.gotowebinar.com/register/654049261281914626

Join David Beard, CRM Principal at Sage CRM for a 30 minute webinar:  Has Your Business Moved Beyond Spreadsheets?

In this webinar David will outline 8 reasons to move beyond spreadsheets and into CRM including:

  • Improve the quality of forecasts
  • Act on more accurate sales information
  • Stay grounded in reality
  • Plan ahead more effectively
  • Protect your business
  • Use better metrics to track progress

Register now to find out how to move beyond spreadsheets and into CRM.


Past Webinars in the Series:

1. What is CRM? - hosted by David Beard of Sage CRM


Date: January 14, 2016 at 1:00 - 1:30PM ET

*This webinar has already passed. A recording can be found here.


Join us for a live ½ hour webinar on January 14th at 1 pm EST (10 am PST). David Beard, CRM Principal at Sage CRM, will introduce you to CRM - Customer Relationship Management and how it can work for your organisation.
During the ½ hour you will learn:
- The 7 most useful features of CRM software (and how to get the most from them)
- How CRM enables you to save time and market more effectively
- Why smart businesses use CRM software with Sage ERP


2. 5 Tips to Skyrocket Your Profits - hosted by David Beard of Sage CRM

Date: February 11, 2016 at 1:00 - 1:30PM ET

*This webinar has already passed. A recording can be found here.

Join David Beard, CRM Principal at Sage CRM, for a 30-minute webinar: "5 Tips to Skyrocket Your Profits". David will outline why CRM should be a foundation for every business.  Learn more about these 5 tips for success:

  1. Are you ready to take lead generation to the next level?
  2. Are you looking for a good list?
  3. Are you balancing selling harder with selling smarter?
  4. Preparing for customer questions and objections
  5. 8 reasons why you can’t rely on spread sheets for forecasting

3. Why CRM and ERP Work Together - hosted by David Beard of Sage CRM

Date: March 10th, 2016 at 1 pm EST (10 am PST) 

*This webinar has already passed. A recording can be found here.

Join David Beard, CRM Principal at Sage CRM, and Zainab Salihi for a 30 minute webinar:  Why CRM and ERP Work Together?  Our experts will show you how easily expand the power of your ERP – use the dataset you have built in CRM to empower your business with CRM:


4. Planning for CRM - hosted by David Beard of Sage CRM


Date: April 7th at 1 pm EST (10 am PST)

*This webinar has already passed. A recording can be found here.

Join David Beard, CRM Principal at Sage CRM for a 30-minute webinar. Our experts will show you how to plan for a successful CRM implementation.

In this webinar you will learn how to:
• Define your goals and Identify your stakeholders
• Gather requirements, categorize and prioritize to meet those goals, and
• Minimize your project risk in five easy steps


5. Success with CRM - hosted by David Beard of Sage CRM

Date: April 28th at 1PM EST (10AM PST)

*This webinar has already passed. A recording can be found here.


Join David Beard, CRM Principal at Sage CRM for a 30 minute webinar:  Success with CRM

In this webinar learn how your peers have used CRM to improve processes and expand their customer base.

Eliminate Excel Hell:
• Increase sales volume and revenue
•Decrease lost opportunities

Automate Course Registration
• Increase total number of course registrations by 10%
• Reduce data entry time by 90%

Streamline order fulfilment
• Improve reporting speed and accuracy
• Decrease time to fulfil each order by 90%

Register now to learn how you can expand your success throughout your operations with CRM.





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