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  • Blog Post: Advanced E-mail Management: Creating a Template

    In this article I want to discuss how new rule templates for the Sage CRM Advanced E-mail Manager can be created and which SDK resources are available to developers. I have written previously about the Advanced E-mail Manager and these articles are worth looking at again as a they provide a useful...
  • Blog Post: Advanced E-mail Management: Configuring the use of a Template

    In this article I want to discuss how the Sage CRM Advanced E-mail Manager can be configured to use different functions within script templates to allow processing of emails according to business requirements. In an earlier article " Advanced E-mail Management: Creating a Template " I discussed...
  • Blog Post: Sage CRM and Sage Enterprise Intelligence: A technical introduction (Part 1 of 3)

    This is the first article in a series about the integration between Sage CRM and Sage Enterprise Intelligence. Sage CRM provides the sales, marketing and services modules for Sage business management solutions. When Sage CRM is implemented with Sage Business Cloud Enterprise Management (formerly Sage...
  • Blog Post: Sage CRM and Sage Enterprise Intelligence: A technical introduction (Part 2 of 3)

    This is the second article in a series about the integration between Sage CRM and Sage Enterprise Intelligence. In my previous article I explained Sage Enterprise Intelligence templates for Sage CRM were available on the community. I also discussed that Sage Enterprise Intelligence can connect to different...
  • Blog Post: Sage CRM and Sage Enterprise Intelligence: A technical introduction (Part 3 of 3)

    This is the third article in a series about the integration between Sage CRM and Sage Enterprise Intelligence. In my previous article I explained how to configure the Sage CRM database as a data source in Sage Enterprise Intelligence. In this article I want to discuss the import the SEI templates...
  • Blog Post: Using the Sage CRM templates in SEI (Part 1 of 2)

    This is the first article in a series about using the templates that provide the integration between Sage CRM and Sage Enterprise Intelligence (SEI). These templates bring the power of advanced analytics on the combined front office and back office system. I have written previously a series of articles...
  • Blog Post: Using the Sage CRM templates in SEI (Part 2 of 2)

    This is the second article in a series about using the templates that provide the integration between Sage CRM and Sage Enterprise Intelligence (SEI). In the first article I looked at the sales template and its content and how dashboard and the report elements can be surfaced in both SEI and Sage...