A Competitor Tracking module allows businesses to gather and store key information about competitors in one central location. The module can be used to build profiles of competitors, conduct SWOT analyses, track shared sales opportunities, and monitor competitors' strategies. With a Competitor Tracking module built using Sage CRM Builder, a business can gain insights into its competitive advantages and opportunities, and make more informed strategic decisions.

1. Sage CRM Builder
Reimagine how
you use CRM in
your business
sagecrm.com/sagecrmbuilder

2. Contents
Manage your products
and equipment
P27
04 Oversee key
business projects
P34
05 Implement your next
business project
P41
06
Manage your
next company
event
P5
01 Organize a training
course
P13
02 Track your
competitors
P20
03
Introduction P3
Creating your new business module
Conclusion P47
Why Sage CRM Builder P4
Additional resources P48

3. Your business is growing.
You need new ways of increasing productivity, you
want your company to become more efficient and
you’re looking for a better way of organizing key
business processes.
Fortunately, there’s a solution.
Sage CRM Builder is one of the most powerful and
flexible tools we’ve created.
Our customers are using Sage CRM Builder to plan
events, organize training courses, track
competitors, manage products and equipment, and
to oversee and implement key business projects.
And Sage CRM Builder is helping them save time
and money.
We want to share our customers’ experiences of
using Sage CRM Builder with you, so you can adapt
Sage CRM to fit the needs of your business and
experience these benefits for yourself.
Introduction
In this eBook, we showcase six business modules
built by Sage CRM customers. In each example, we
present several challenges our customers faced
prior to creating a custom module with Sage CRM
Builder.
Then, we provide you with a step by step guide to
creating these business modules to help you apply
their success to your business should you face
similar challenges.
Finally, we highlight the key benefits of each of
these six real-world custom modules so you can
decide what to build first.
Let’s get started.
bit.ly/SageCRMBuilder
Adapt & Extend Sage CRM
to manage any area of your
business
Page 3

4. Introduction
Why Sage CRM Builder?
No technical skills required – a user friendly, drag
and drop interface means anyone in your business
can create new modules for their individual
requirements.
Anywhere access – you can drive productivity and
build what you need wherever, whenever by
accessing Sage CRM online.
Affordable - If you’re a Sage CRM Professional
Edition customer, you already have access to Sage
CRM Builder as part of your monthly subscription.
Fully customizable – The power of Sage CRM
Builder means you can personalize everything on
your screen so it fits with the way you work.
Page 4

5. 01 Manage your
next company
event
Event module

6. Manage your next company event
Events module
Most businesses organize several important
events throughout the year. Typical events
include office parties, business meetings,
workshops, partner meet-ups and even
conferences.
These events involve a number of common
tasks including:
• registrations
• venues
• costs
• speakers
• signage
• accommodation
• travel
If you’re organizing an event, we understand you
also face additional tasks like: budgeting;
sourcing suppliers; managing bookings and
equipment; organizing entertainment and
hospitality; and keeping track of changes to your
event.
Using multiple tools, like email and spread
sheets, can hinder your productivity and cause
more inaccurate data. For example, if you rely
solely on spread sheets, your teams may find it
more difficult to collaborate on key information
about these events. These tools can also make
it more difficult for customers to report on an
event and evaluate what worked and didn’t
work.
Creating an Events module with Sage CRM
Builder can help you manage these tasks.
The challenge
01
Do you have an upcoming company event, like a
party or conference?
Have past events sometimes run over budget?
And is it difficult to manage registrations and track
attendees at these events?
Our customers overcame these problems by
creating an Events module with Sage CRM Builder.
In this section, you can find out how to build this
type of module and plan your next successful
event.
Page 601 02 03 04 05 06

7. Events module
Building an Events module with Sage CRM
Builder will enable you to manage all tasks for
your event from one location. You can use the
Events module to track registered attendees,
and assist an event planner with organizing the
event.
Using an Events module in Sage CRM, you
can:
• view basic information about an event, such as
duration, contributor information, event
sessions, and event materials
• view information about the venue at which the
event is held
• track the number of registered attendees to
determine the required resources for the event
• send information emails to past attendees
about the upcoming event
• set up a workflow based on the completion of
various event management tasks
• set up a workflow to automate post-event
follow-up and feedback
• create groups and reports about attendees,
including the number of event sessions they
attended, to help with your pricing or reward
policies
But before you create your new module, it’s
crucial to know what information you want it to
track and how it’ll interact with other modules in
your system.
The solution
01
Identify the information you want the module to
manage. For example, you could:
• include a detailed description of the event
• display the start and date and time
• track the number of attendees
• categorize the event type
• view information about the venue at which the
event is being held
• track the progress of event tasks
• list all companies that will be represented at the
event
• list all people who will attend the event
Next, identify how the data in your new module
interacts with data that’s already in Sage CRM. For
example, consider how Events relate to a Company,
Person, or Venue:
• an event can have many companies in
attendance, and a company can attend many
events
• an event can have many people in attendance,
and a person can attend many events
• an event is held in one venue, but a venue can
host many events
For more information about relationships, please
read the System Administrator Help.
Step 1: Gather your requirements
Page 701 02 03 04 05 06

8. Events module
01
Once you’ve gathered your requirements, you can
create the Event module using Sage CRM Builder.
You’ll find it in Administration| Customization |
Sage CRM Builder.
Step 2: Build your new module
Give your module a name, a description, and a new
icon.
Then, specify how it interacts with Company,
Person, and Venue.
Page 801 02 03 04 05 06

9. Events module
Page 9
01
Choose the Sage CRM features that your
module will use. For example, you want to
include event tasks and follow-up in workflows.
Because you want to include a long description
of the event, create a multiline text field. Create
a date and time field to record the event start
date, and create a multi select field to track the
planning tasks.
01 02 03 04 05 06

10. Events module
01
Finally, to display lots of related information about
the event in one place, drag all the new fields and
tables onto the Events summary screen.
Page 1001 02 03 04 05 06

11. Events module
01
When your new module is built, an Events record
might look like this….
Page 1101 02 03 04 05 06

12. Events module
Creating an Events module with Sage CRM
Builder reduces the amount of time and
resources it takes to organize an event.
You can use your Events module to:
• capture contact information
• manage registrations and attendees
• log correspondence and record notes
• track timelines and stakeholders
• manage speakers and sessions
• create workflows for managing event items
• build reports for evaluating your event
If you build an Events module with Sage CRM
Builder, you are one step closer to organizing
your next successful party, workshop or
conference.
The result
01
Page 1201 02 03 04 05 06

13. 02 Organize a
training course
Training module

14. Organize a training course
Training Course module
Training courses form an important part of any
business that spends time keeping the skills of
employees up to date.
Managing a training course means keeping on
top of areas like
• venues
• students
• trainers
• resources
• communications
• administration
• scheduling
Without a tool to keep track of these areas,
business people organizing training courses can
become over-burdened by various lists and
spread sheets related to these courses. It’s also
difficult for team members to collaborate on
documentation related to these training courses.
Our customers overcame these challenges by
creating a Training Course module.
The challenge
02
Is your business concerned with keeping the skills
of its employees up to date?
Do you spend time organizing training courses for
people in your company?
Would you like a more efficient way of organizing
communications, documentation and resources for
your training?
In this section you find out how Sage CRM
customers created a Training Course module and
kept their courses on track.
Page 1401 02 03 04 05 06

15. Training Course module
If you build a Training Couse module using Sage
CRM Builder, you can manage courses and
information about the venue and students. And
you can use the module to manage bookings,
track registered attendees, co-ordinate trainers,
and to sell future courses.
Using a Training Course module in Sage
CRM, you can:
• view information about the venue at which the
course is held
• get an overview of registered attendees and
see what other courses they’ve already
attended, to identify future sales opportunities
• track your sales of training courses to help
determine quotas and forecasts
• automate the booking and administration of
your training courses
• run reports to discover your most popular
training courses for marketing purposes
• set up a basic workflow to monitor different
stages of the course, such as Planned, Fully
Booked, and Complete
• send reminder emails to registered students
about start dates
But before you create your new module, it’s
crucial to know what information you want it to
track and how it’ll interact with other modules in
your system.
The solution
Identify the information you want the module to
manage. For example, you could:
• view a photo of the trainer
• view details about people from different
companies who attend the course
• track the number of places on the course and the
cost of the course
• categorize the type of training provided by the
course
• include the training course in workflows and
reports
Next, identify how the data in your new module
interacts with data that’s already in Sage CRM. For
example, consider how Training Course relates to
Person and Trainer:
• a training course can have many students, and a
student can attend many courses
• a training course can have one trainer, but a
trainer can run many training courses
For more information about relationships, please
read the System Administrator Help.
Step 1: Gather your requirements
Page 15
02
01 02 03 04 05 06

16. Training Course module
Once you’ve gathered your requirements, you can
create the Training Course module using Sage CRM
Builder.
You’ll find it in Administration| Customization |
Sage CRM Builder.
Step 2: Build your new module
Give your module a name, a description, and a new
icon.
Then, specify how it interacts with Person and
Trainer.
Page 16
02
01 02 03 04 05 06

17. Training Course module
Choose the Sage CRM features that your module
will use. For instance, it may be useful to display the
training course in personal and team views, and to
link files and attachments to the training course.
Because you want to view a photo of the trainer,
create an image field. You can also add a radio
button to record the number of places on the
course, a cascading lookup field to choose the type
of training, and a currency field to set the price.
Page 17
02
01 02 03 04 05 06

18. Training Course module
Finally, to display lots of related information about
the course in one place, drag all the new fields and
tables onto the Training Course summary screen.
When your new module is built, a Training Course
record could look like this….
Page 18
02
01 02 03 04 05 06

19. Training Course module
Using your new Training Course module, you
can view and manage every aspect of your
training course. This means your business can:
• save time and reduce errors by storing training
documentation in one central location
• track the costs of your training courses
• become more productive by streamlining
labour intensive and administrative tasks
• improve efficiencies by managing internal and
external training resources including venues,
trainers, equipment
And, most importantly, you and your team can
spend less time organizing training courses and
more time delivering them.
The result
Page 19
02
01 02 03 04 05 06

20. 03 Track your
competitors
Competitor Tracking module

21. Track your competitors
Businesses today need tools that help them stay
ahead of their competition. They need an
understanding of their competitors’ strengths
and weaknesses and an ability to monitor their
competitive position in the marketplace.
Our customers said competitor tracking can be
difficult because their information is sometimes
stored in multiple locations. Some of our
customers also highlighted keeping this
information up to date as a challenge.
If you’re encountering these challenges, you can
use Sage CRM Builder to create a Competitor
Tracking module and manage key information
about your competitors from one place.
The challenge
03
Do you spend time evaluating the strengths and
weaknesses of your business?
Would you like to be able to build detailed profiles
of your competitors?
How much additional revenue could you generate if
you knew how your products compared to your
competitors’ products?
In this section, you can learn how to create a
Competitor Tracking Module that will help you make
more informed business decisions.
Page 2101 02 03 04 05 06
Competitor Tracking module

22. A Competitor Tracking module built with Sage
CRM Builder can help you understand your
advantages and disadvantages relative to your
competitors. And you can use this module to
estimate business opportunities and threats and
make more informed business decisions
Using a Competitor Tracking module in Sage
CRM, you can:
• gather profile information about your
competitors
• build a view of your competitors’ background,
key personnel, product offerings, finances,
and strategies
• conduct a SWOT analysis on each competitor
• use the detailed knowledge of competing
products for marketing purposes and to
pursue new sales opportunities
• run a report to view opportunities that you and
your competitors are pursuing
• allow your sales team to view opportunities
that specific competitors may be pursuing in a
particular region
• store key strategy information, such as the
effectiveness of a competitor’s advertising,
distribution strategy and costs, new product
strategy, and existing strategic partnerships
Before creating your new module, determine
what information you want it to track and how
it’ll interact with other modules in Sage CRM.
The solution
Identify the information you want the module to
manage. For example, you could:
• record a competitor’s name and address
• view the number of employees in a competitor
company
• calculate a competitor’s annual revenue
• gather information about a competitor’s main
product
• populate SWOT analysis fields including
strengths, weaknesses, opportunities, and threats
• generate a list of sales opportunities that both you
and a competitor are pursuing
• save a competitor’s advertising campaign
information, published annual reports, and
published strategy documents
Next, identify how data in your module interacts
with data that’s already in Sage CRM. For example:
• a competitor can be associated with one
company, but a company can be associated with
many competitors
• a competitor can have many opportunities, and an
opportunity can be pursued by many competitors
For more information about relationships, please
read the System Administrator Help.
Step 1: Gather your requirements
Page 22
03Competitor Tracking module
01 02 03 04 05 06

23. Once you’ve gathered your requirements, you can
create the Competitor module using the Sage CRM
Builder.
You’ll find it in Administration| Customization |
Sage CRM Builder.
Step 2: Build your new module
Give your module a name, a description, and a new
icon.
Then specify how it interacts with Company and
Opportunity.
Page 23
03Competitor Tracking module
01 02 03 04 05 06

24. Choose the Sage CRM features that your module
will use. For instance, you may want to link files and
attachments to Competitor.
Because you want to describe competitor
strategies, add multiline text fields for Advertising
Effectiveness and Distribution Strategy and Costs.
Page 24
03Competitor Tracking module
01 02 03 04 05 06

25. Finally, to display lots of related information about
your competitiors in one place, drag all the new
fields and tables onto the Competitor summary
screen.
When your new module is built, a Competitor record
could look like this….
Page 25
03Competitor Tracking module
01 02 03 04 05 06

26. A Competitor Tracking module built with Sage
CRM Builder offers several key benefits. You
can:
• estimate where your business and products
stand relative to competitors, and respond
accordingly
• manage documentation that helps you
understand your competitive advantages and
disadvantages over competitors
• build out detailed profiles of your competitors
using a SWOT analysis
• evaluate whether your sales team are losing
out on important deals against your
competitors and then make improvements to
the sales process
Most importantly, a Competitor Tracking module
gives you a means of evaluating your
competition and making more informed
business decisions.
The result
Page 26
03Competitor Tracking module
01 02 03 04 05 06

27. 04 Manage your
products and
equipment
Equipment module

28. Manage your products and equipment
Businesses that manage valuable products and
equipment need access to key information such
as:
• serial numbers
• service history
• customer support cases
Businesses without a central resource for
managing products and equipment have to
spend time verifying serial numbers, cross-
checking services histories of their equipment
and following up on customer support cases.
If you sell products or equipment that require
support and after sales service, creating an
Equipment module can save you time and make
your day-to-day business life more efficient.
The challenge
04
Are you the type of business that handles, rents or
sells valuable products and equipment?
Do you provide after sales care and support for this
equipment to your customers?
Is it sometimes difficult to manage the service
history and customer support cases for your
products and equipment?
Our customers solved these business problems
and provided better customer support by creating
an Equipment module in Sage CRM. In this section,
you can find out how to create this type of custom
module with Sage CRM Builder.
Page 2801 02 03 04 05 06
Equipment module

29. An Equipment module can track serial numbers
and details about products such as machinery
and small technological components.
You can use this module to track equipment
service history and link to customer support
cases. And because engineers and sales people
have access to the same data, you can optimize
your support and maintenance offerings, and
capitalize on selling equipment add-ons to
existing customers.
Using an Equipment module you can:
• track equipment from the installation date,
through maintenance milestones, to get a clear
picture of upsell and service contract
opportunities
• use all available service history and product
information to deal with customer cases in a
prompt and effective manner
• set up a workflow to automate the
management of equipment maintenance
processes, so engineers receive relevant
notifications
• share information between your engineer and
sales teams to increase awareness of
customer needs and potential solutions
Before you create your new module, establish
what information you want it to track and how
it’ll interact with other modules in Sage CRM.
The solution
Identify the information you want the module to
manage. For example, you may want to allow
engineers and sales people to:
• view a photo of the equipment
• view contract information
• set up reminders to contact customers about
replacing or servicing equipment
• track equipment installation and service history
• link to customer support cases
• identify potential up sell opportunities
Next, identify how data in your new module
interacts with data already in Sage CRM. For
example:
• many customer cases can be logged against each
piece of equipment. A case is specific to just one
piece of equipment
• each piece of equipment is linked to one
company, and a company can have many pieces
of equipment
• there are many opportunities for selling support
contracts, maintenance contracts, or add-ons for
each piece of equipment
• each piece of equipment is linked to one contact
person, and each contact person can have lots of
equipment
For more information about relationships, please
read the System Administrator Help.
Step 1: Gather your requirements
Page 29
04Equipment module
01 02 03 04 05 06

30. Once you’ve gathered your requirements, you can
create the Equipment module using Sage CRM
Builder.
You’ll find it in Administration| Customization |
Sage CRM Builder.
Step 2: Build your new module
Give your module a name, a description, and a new
icon.
Then specify how it interacts with Cases, Company,
Opportunity, and Person.
Page 30
04Equipment module
01 02 03 04 05 06

31. Choose the Sage CRM features that your module
will use. For instance, it may be useful to run reports
on equipment service history, to view groups based
on equipment, and to upload invoices and other
documents related to equipment.
Because you want to view a photo of the
equipment, create an image field. You can also
create fields to record the contract type, contract
expiry date, date of installation, and replacement
date.
Page 31
04Equipment module
01 02 03 04 05 06

32. Finally, to display key related information about the
equipment in one place, drag all the new fields and
tables onto the Equipment summary screen.
When your new module is built, an Equipment
record could look like this….
Page 32
04Equipment module
01 02 03 04 05 06

33. By building an Equipment module in Sage CRM
Builder you can:
• keep track of and share important information
about your products and equipment
• enable your support and maintenance teams
to work more closely together on after-sales
care
• provide better customer service with access to
your equipment’s full service history and
related support cases
No matter what industry you operate in, you can
use Sage CRM Builder to create a central
resource for managing your valuable products
and equipment from any location.
The result
Page 33
04Equipment module
01 02 03 04 05 06

34. 05 Oversee key
business
projects
Project Management module

35. Oversee key business projects
A project is a series of activities or tasks geared
towards delivering a new product or service
within a set time-frame.
Many projects run into problems like
• unclear communications between teams and
stakeholders
• lack of appropriate documentation
• running over budget
• missed deadlines
• division over agreed project outcomes
Our customers said they need a tool for
overseeing key projects in their business. They
also said they wanted a tool that would enable
them to manage these projects from the point of
conception to completion.
If you have the same requirements, a
personalized Project module can help.
The challenge
05
Does your business have multiple on-going
projects?
Have the teams in your business the tools they need
to collaborate and communicate on these projects?
Would you like a better way of gaining an oversight
over every on-going project in your business?
In this section, you can find out how to create a
Project module that will help you track project
milestones and deliverables.
Page 3501 02 03 04 05 06
Project Management module

36. By building a personalized Project module with
Sage CRM Builder, you can keep track of key
responsibilities and of dependent tasks and
owners.
Using a Project module in Sage CRM, you can:
• track projects’ milestones against sales
opportunities, marketing leads, and customer
cases
• track all of the people and companies involved
in the project and benefit from any CRM
information you may have already entered
about them
• set up a workflow to automate your project
evolution process, and monitor how much time
a project spends in each stage
• support collaboration between your teams by
assigning tasks to users and user groups
For example, if you have a construction firm and
need to keep track of large projects, you can
keep information about key dates, such as when
the tender will be released, by using a Project
module. Then, when it’s time to start tendering,
you can add the relevant companies,
opportunities and people to your project record.
A project isn’t just confined to the work of a
Construction company. In Sage CRM, a project
can be any large piece of work that you want to
track and manage.
This is a brief overview of what you can get by
building a Project module. You could customize
your module as much as you need using Sage
CRM’s screen and workflow customization
capabilities.
The solution
Step 1: Gather your requirements
Page 36
05Project Management module
Start by identifying the information you want the
module to manage. For example, you could allow
members of the project, product management and
sales teams to:
• see the project specs and scope
• see a picture or a proof of concept for the
finalized project
• view contact details for all the people and
companies involved in the project completion
• monitor the delivery date and project stage
• view all the sales opportunities that the project
has generated
Next, identify the relationship between the data in
your new module and data in existing modules. For
example:
• the completion of a project can involve many
Companies
• the completion of a project depends on many
People
• an opportunity can lead to the creation of a
project, but a project can also have many
opportunities
For more information about relationships, please
see the System Administrator Help.
01 02 03 04 05 06

37. Once you’ve gathered your requirements, you can
create your Project Management module using
Sage CRM Builder.
You’ll find it in Administration| Customization |
Sage CRM Builder.
Step 2: Build your new module
Give your module a name, a description, and a new
icon.
Then specify how it interacts with Company,
Opportunity, and Person.
Page 37
05Project Management module
01 02 03 04 05 06

38. Choose the Sage CRM features that your module
will use. For instance, it may be useful to run reports
on your projects’ status and delivery, to view groups
based on a project’s contracting companies, and to
upload invoices and other documents related to
your projects.
When building fields for your Project module, you
can create a multiline text field, which is a great way
to add not only text, but also hyperlinks and images
into the same field. You could use this to write
about Project Specifications for example.
You can also create fields to record:
• the project type
• the project manager
• the team working on the project
• the delivery date
• the project stage
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05Project Management module
01 02 03 04 05 06

39. Finally, when your module is built, this is what a
Project module could look like:
Page 39
05Project Management module
01 02 03 04 05 06

40. By building a Projects module in Sage CRM
Builder, you can:
• gain an overview of the scope and
requirements of your various projects
• keep track of your projects’ resources, costs
and dependencies
• review your projects’ key deliverables,
milestone and schedules
• ensure you have the required resources,
people and budget for your projects
Sage CRM Builder gives you the tools you need
to manage almost any type of project from the
point of conception to completion. Next, we
explain how you can implement individual
projects using Sage CRM Builder.
The result
Page 40
05Project Management module
01 02 03 04 05 06

41. 06 Implement
your next
business
project
Project Implementation module

42. Implement your next business project
06
In the last section, we looked at the benefits of a
Project module and how you can use this type of
module to see relevant details about your project.
In this section, we will look at a different type of
Project Module that allows you to gain an overview
of important tasks as you implement your project.
These include:
• project details
• the delivery date against the project’s current
stage
• remaining tasks
With your new Project Implementation module you
can access your customers’ contact details on the
same screen, and link to tasks, opportunities and
customer support cases associated with the
implementation of a project.
Page 42
Project Implementation module
01 02 03 04 05 06
Step 1: Gather your requirements
Start by identifying the information you want the
module to manage. For example, you may want to
allow members of the project, product
management, sales, and customer support teams
to:
• monitor the project’s current stage and planned
schedule
• get information about the estimated costs for the
project
• view your customer’s contact details from the
project record
• view sales opportunities and/or customer support
cases associated with the project
• see a list of all the tasks necessary for the
completion of the project, as well as a Duration
and Due Date for each task
Next, identify the relationship between the data in
your new module and data in existing modules. For
example, how does Project relate to Company,
Person, and Opportunity and Case?
You should set up the following relationships with
core Sage CRM entities:
• the implementation of many Projects can involve
many Companies
• a Project Implementation can be linked to many
Opportunities
• many People are involved in many Projects.
• a Project can have many Tasks
For more information about relationships, please
see the System Administrator Help.

43. Once you’ve gathered your requirements, you can
create your Project Implementation module using
Sage CRM Builder.
You’ll find it in Administration| Customization |
Sage CRM Builder.
Step 2: Build your new module
Give your module a name, a description, and a new
icon.
Then, specify how it interacts with Company,
Opportunity, Case and Person.
Page 43
06Project Implementation module
01 02 03 04 05 06

44. Choose the Sage CRM features that your module
will use. For instance, it may be useful to run reports
on projects status and delivery, to view groups
based on a project’s unfinished tasks, to upload
meeting notes and other documents related to the
projects, and to set up workflow and notifications to
keep everyone on track.
When building fields for your project, you add a
start date and end date field for the implementation,
currency fields for Estimated Cost versus Actual
Cost, a multiselect field for Status, and a text fields
for comments and notes. You could also add
related entity tables for Tasks, Opportunities,
Customer cases, and Customer Details.
Finally, to display lots of related information about
the course in one place, drag all the new fields and
tables onto the Project Implementation summary
screen.
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06Project Implementation module
01 02 03 04 05 06

45. When your module is built, this is what a Project
Implementation record could look like:
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06Project Implementation module
01 02 03 04 05 06

46. Sage CRM can help you keep track of the
various phases of a project and send your team
more relevant notifications.
And your module can help you keep track of
sales opportunities and customer support cases
linked to your project.
Using a Project Implementation module in Sage
CRM, you can:
• implement a technical project, which involves
product installation, delivery of service,
training, etc. for customers and partners
• complete a project for a client
• track internal projects within your company
This is a brief overview of what you can achieve
by building a Project Implementation module.
You could customize your module as much as
you need using Sage CRM’s screen and
workflow customization capabilities.
The result
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06Project Implementation module
01 02 03 04 05 06

47. At Sage, we understand every business is different.
We created Sage CRM Builder so you can
customize Sage CRM to fit the unique requirements
of your business. But Sage CRM Builder isn’t just
about customer relationship management.
It’s about becoming a smarter type of business.
In this eBook, we demonstrated six real-world
examples of modules our customers created using
Sage CRM Builder.
Our customers around the world are using Sage
CRM Builder to manage events, organize training
courses, track competitors, manage products and
equipment, and to oversee and implement key
business projects.
Conclusion
And, they are saving time and money.
If you follow the step-by-step guides in this eBook,
you can use Sage CRM Builder to manage any area
of your business and seize new opportunities.
Now it’s your turn.
What will you build?
Page 47
Experience the power of Sage CRM Builder
Sage CRM Builder
Adapt

48. If you would like to learn more about Sage CRM
Builder, you can download any of these free
resources, which we’ve created for you:
Additional resources
Page 48
Learn more
User Help
System Administrator Help
Building a Competitor Tracking Module using
Sage CRM Builder
?
?

49. Additional resources
Page 49
bit.ly/SageCRMBuilder
Adapt & Extend Sage CRM
to manage any area of your
business
Videos
Sage CRM Builder -
Uncover the flexibility of
Sage CRM
bit.ly/FlexibleCRM
Working with a Custom
Module
bit.ly/custommodule

50. © 2014 Sage Group Plc.
C
Over 15,000 small and medium sized companies across the globe use Sage CRM every day to accelerate sales, drive business productivity and make
every customer interaction count. It is used by enterprising, growing companies seeking new ways to interact with customers, leverage the power of
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enjoy better business insight, increased efficiencies and productivity, and gain a single, customer-centric view across their entire business. So whether
you’re just starting out or have already grown to several hundred employees, Sage CRM can help accelerate your business success.
Accelerate your business success with a free 30-day trial at www.sage.com.
About Sage CRM