Smarter Sales & Customer Management with Sage CRM
Free Webinar · 24 June 2025 · 11:00-11:45
Overview
See how AI-powered CRM capabilities can help your team close more deals, respond faster, and gain real-time visibility — all without adding headcount.
Date: Tuesday, 24 June 2025
Time: 11:00 AM · 45 Minutes
Platform: Microsoft Teams
Free to Attend
Join our live 45-minute session — practical demonstrations, no fluff. Limited seats available.
What you'll walk away with
Pipeline clarity
Real-time visibility into deals, stages, and team performance.
Practical AI use cases
Tangible examples of AI reducing admin and improving decisions.
Better customer service
Tools to centralise customer data and respond faster at scale.
ERP integration insights
How CRM + ERP together creates a complete business picture.
Why 4Sight and Sage CRM
Why 4Sight + Sage CRM
"Sage CRM combined with AI-powered capabilities helps businesses streamline sales, improve customer relationships, automate manual processes, and gain real-time visibility across the customer journey."
✓ Deep expertise across both CRM and ERP ecosystems in South Africa
✓ Native two-way integration with Sage 200, 300, X3, and Intacct
✓ Practical AI approach focused on real business outcomes — not buzzwords
✓ Local support with industry experience across manufacturing, finance, utilities, and more
✓ Cloud and on-premise deployment, implemented in 1–3 months
What we'll cover
The CRM gap
Why most businesses only use a fraction of their CRM's capability, and what modern platforms actually offer today.
Live demo:
AI-powered activity tracking: How automation reduces admin and keeps your team focused on selling.
Real-time dashboards & reporting:
Instant pipeline visibility, team performance tracking, and smarter forecasting.
Workflow automation:
Automate approvals, escalations, and follow-ups so nothing falls through the cracks.
ERP & CRM integration:
Connecting Sage CRM to Sage 200 Evolution, Sage 300, Sage X3, and Sage Intacct for a single customer view.
Q&A
Bring your questions. Our specialists will answer live.
Who should attend
Sales Directors & Sales Managers
Struggling with pipeline visibility and team accountability
MDs, CEOs & Business Owners
Concerned about competitiveness and scalability
Customer Service & Operations Managers
Managing disconnected systems and slow response times
Customer information spread across multiple platforms
No accountability or service tracking in place
Manual processes slowing down response times
Difficulty measuring team and service performance
Speakers
Jeff Richards: Head of Training Programme Development - Sage CRM
Laurika Putter: Sales Solution Specialist | 4Sight