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Sage CRM

Sage Help Centre

Manage every customer relationship with Sage CRM.

Gain reliable insight and act: evaluate where your business stands, and make more informed business decisions you can be confident about.
Understand your customers better: deliver an exceptional customer experience to improve customer retention and drive revenue growth.

Video What is Sage CRM?

Sage CRM Customer Services

From implementation to training and support, we have everything you need to make Sage CRM a success in your company. Access to the Sage CRM Customer Services desk, implementation start-up sessions, training and customisation support are available from our specialist team and from local business partners.

Learn more on our Video Channel

On the Sage Customer Support & Training channel on YouTube, you can watch quick start videos designed to help you get up and running with Sage CRM. There, you can view helpful tutorials that explain the features and benefits of Sage CRM. You can also watch customer success stories across numerous business areas.

Browse our video channel

 

Sage CRM offers a wealth of information for customers & partners across Sage City and Sage Community web site areas.

User Community

The global site, Sage City, offers forums, news alerts & more.

Visit Sage City

Partner Community

There’s a full range of marketing & sales information, including power-points, videos, templates & more for Sage CRM.

Visit Partner Hub

Need an answer fast? Log in and use the Search bar to find answers to Sage CRM support queries. These are a global central resource for all.

https://www.sagecity.com/sage-global-solutions/sage-crm/f/sage-crm-general-discussion

User Community

The global site, Sage City, offers forums, news alerts & more.

Visit Sage City

Sage CRM eLearning

This tool will provide you with key technical, sales and support content for Sage CRM and test your knowledge on each area. Your first step in the process is to choose a certification “stream” to get started - Technical, Support or Sales.

community.sagecrm.com/e-learning/default.aspx

All downloads for our Business Partners are available from here.

Help that you can access from within your software

There's a wide range of support material already built into your software.

To view this, open the area or window where you need help, then click on the Help button on the right. Where relevant, this also links you to any other support material and advice.

Ask Sage

Sage Cover members can visit Ask Sage at any time. Here you can access a range of articles to help and support you with sales, purchases, products, services and any other software query you might have.

Additional Resources

There are a large number of resources available on the Internet. Many resources are open to discovery using search engines like Google, Bing, etc. This includes information from associated technologies like Microsoft's IIS and SQL and Apache Tomcat.

  • Sage CRM Community Knowledgebase is available here.
  • Sage CRM Documentation List is available here.
  • The support site  is available here.

Sage Training

Sage Training is a versatile and valuable service that enables you to use your Sage software to its full potential. Quality training benefits businesses by improving staff retention, morale, productivity and, of course, performance.

You can choose from:

  • Classroom based training.
  • E-learning.
  • Self-study

For more information and to book, please visit our UK or Ireland Sage Training site.