Скачать или смотреть Sage CRM: Customer Care Features

In this training session, we explore how Sage CRM enables efficient and structured customer service through its Case and Solution entities. Learn how customer care requests can be entered manually, via email, or through automated integrations using the Advanced Email Manager or Self-Service API.

This video walks through the default case workflow, demonstrates how Service Level Agreements (SLAs) are tracked, and highlights the powerful automation available at each workflow stage. You’ll also discover how different workflows can be configured for support requests, complaints, and returns (RMAs)—and how users can respond quickly and accurately using a consistent process.

The session also covers the Solutions entity and how Sage CRM can help build a reusable knowledge base. Learn how to link solutions to cases, create new solutions, and publish knowledge base articles to improve service quality and resolution times.

🧠 Ideal for support agents, service managers, and administrators looking to optimize customer care in Sage CRM.

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