Follow these simple steps to set up your CRM: 1. Accessing CRM Log in to your SAGE Workplace account and click on “Clients” in the left menu 2. Importing contacts from Outlook or an Excel/CSV File For detailed instructions on how to import large client lists from Outlook or an Excel/CSV file, you can view how-to videos for each by clicking on the links within those words. 3. Adding clients to CRM manually Click “New Client,” directly under the “Home” tab on the top left-hand side. In the right pane, you can add your client’s company information, such as the company name, contact information, special pricing, target groups, etc. Click “Save” at the bottom when you’re done. 4. Adding contacts to your client company Click on the company you want to add contacts to in the left pane. At the top of the right pane, click on the “Contacts” tab and then “New Contact.” Add your contact’s information, such as their first and last name, job role, office location, email address, photo, etc. Click “Save” at the bottom when you’re done. 5. Scheduling tasks and follow-ups in CRM For detailed instructions on how to schedule tasks and follow-ups for your contacts, you can view our how-to video on YouTube. Setting up CRM with SAGE Local Phone: 214.631.6000 Toll Free Phone: 800.925.7243 (SAGE) Office Hours: 8:00 am - 6:00 pm CT Quick Technologies, Inc. 6275 West Plano Parkway, Ste. 175 Plano, TX 75093 SAGE, based in Plano, Texas, is the leading provider of information, marketing, and business management solutions to the promotional products industry. In addition to SAGE Workplace™ product research and business management services, SAGE also provides the industry with other research services, order management, website and email services, e-commerce solutions, end-user catalogs, payment processing, trade show management services, and lead retrieval software. SAGE is the exclusive technology provider for members of the Promotional Products Association International (PPAI), the industry’s non-profit association. For more information, please visit www.sageworld. com or call 800.925.7243 Because customer service has never been more important, both as a differentiator and a business growth tactic, the use of a CRM tool has become necessary for success. When that CRM works seamlessly with other business management tools, the chances of customer and employee satisfaction increase dramatically. Sign up for a free live demo Try SAGE Workplace for free Conclusion
RkJQdWJsaXNoZXIy NzU4OQ==