Making sage work for business

GUIDES FOR
SAGE CRM

Create, Edit & Share

Sage CRM Integration

Assign to Users

Cut Training Time

Effective Processes

Integrate your procedures, processes, troubleshooting, etc into your Sage CRM Tasks to create dynamic action plans your team can “tick off”, ensuring consistency every time!

Rather than, or alongside static written procedure/process, create a Guide that breaks the process into Actions. When a user is tasked to do something you link the appropriate Guide and they can follow the Guide through the process, completing each Action as they work through the Task.

They, and other users, can then see what’s complete and what’s left to do, and everyone can follow a standardised process.

Actions can be grouped so that multiple actions can be excluded in one click if they are not relevant to the particular Task, and Guides can be reset when linked to recurring Tasks like month-end processing for example – carry out the Actions, reset the Guide, and move the next action date of the Task to the end of next month.

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Features & Benefits of Guides for CRM

Create, Edit & Share

Create, edit and share interactive Guides with your team, updated quickly & easily as needed.

Rich Text Formatting

Images, links, fonts, bullet points etc can all be used to create as simple or detailed a Guide as needed.  

Assign Guides to Users

Security settings control the visibility and access of Guides to protect content & prevent incorrect editing.

Professional Guides

Simple, easy to use browser-based editor can be picked up in minutes and changed quickly & easily.

Improve Consistency

Everyone works off the same Guide which is an interactive part of their everyday tasks.

Great for New Starters!

Step-by-step Action driven Guides, linked into the Tasks, means users can start working on new tasks easily.

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CRM Add-Ons

Find other Wharncliffe developed additions for Sage CRM that help improve efficiency and more!

Demonstration

Request a complimentary product demonstration of Courier Integration for you and your team.

Ask a Question

Speak to a member of the Wharncliffe team who will be able to assist with any questions you may have.

Getting in touch…

Getting the answers you need is simple! You can call a member of our experienced team or a speak to our dedicated and knowledgeable sales team who can simply speak to you over the phone, arrange a meeting with you, or arrange a demonstration tailored to your business requirements.

01226 361 100

General Enquiries