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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​

Start by selecting step 1. Be sure to read each page carefully and follow the instructions as written. Use the button at the bottom of each page to continue to the next step. The Installation Progress on every page shows where you are and what remains.

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