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Sage CRM

The Sage CRM template provides a ready‑to‑use set of data models, views, dashboards, and workbooks to help you quickly analyze your Sage CRM data.

Prerequisites​

Prerequisites

Before you start, ensure you have:

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

Installation steps​

Direct production database access​

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

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