Agenda

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.

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.  

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.  

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.   

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.

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.   

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?

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.   

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. 

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