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Sage CRM

The Sage CRM template provides a ready-to-use set of views, dashboards, reports, and workbooks.

After installation, explore the predefined analyses available in the Sage CRM template. See Predefined Analyses for details on available views, dashboards, reports, and workbooks.

Prerequisites​

Prerequisites

Before you start, ensure you have:

  • Sage CRM: A supported version installed.
  • Installation package: The latest package downloaded from ShareFile.

Installation steps​

Direct production database access​

All configuration is performed in SEI, connecting directly to your live production Sage CRM database. Perform these steps on SEI:

  1. Set up the data source in SEI
  2. Import the template