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AppointmentPlanner for Sage CRM can reschedule several expired appointments at the same time, show free time slots and help field representatives in managing their activities. After installation there will be a new index card "Appointment Planning" under "My CRM". Here you can...

The management of activities is one of three factors which influence the success of field representatives. FWManager (Field Work Manager) for Sage CRM helps with planning and controlling activities concerning the defined potential. The FWManager add-on is divided into two user levels: one for sales...

Manage client loan application and approval through CRM with this add-on created by FBA. On approval, the intrgrated, web based LIMS will manage the accounting of the loan, including interest calculation & capitalization, debit order collections, payment processing, banking interfaces, settlements...

ProjectManager for Sage CRM helps to start projects, to show the structure of projects and to set and communicate instructions and aims.The course of the project is transparent, risks and chances are clear at any time. Project management demands clarity and transparency. ProjectManager in Sage...

VacationPlanner for Sage CRM makes vacation planning easy and transparent. A vacation can be applied for and approved (with associated rights). After approval the data is transferred into the CRM calendar. The vacation calendar is an almanac with single months. The particular user can see here...

Tricostar's Timebase corporate time recording software will give you the information you need to instantly know how resources are being used, where they can be used more effectively, where savings can be made and better justify bills to 3rd parties using your service departments.Timebase corporate...

For most customers and partners the need for development is on a small scale. It is typically focused on an integration with a business management solution or on adding a new entity within the system and generally these are relatively small projects with tight time frames. The design of Sage CRM emphasises...

This is the second in a short series of articles on Sage CRM Developer Best Practices. I mentioned in my first article that I would discuss the project pain points that the participants had identified and how they can be overcome by careful preparation. There is no magic wand that will remove the...

This is the third in a short series of articles on Sage CRM Developer Best Practices. At the end of the previous article , I promised I would discuss how project management and communication factors can influence overall project success. What is project management within a Sage CRM Implementation...

This is the fourth in a short series of articles on Sage CRM Developer Best Practices. In the last article I discussed how project management and communication factors can influence overall project success. As part of that discussion I considered the importance of taking stock of the existing customer...

This is the fifth article in the series on Sage CRM Developer Best Practices. At the end of the last article I said that I would use this post to consider the first of the 'tips' that were outlined in that article. Proper preparation prevents poor performance I discussed in the third article...

This document is intended to provide a guide to concepts of project management as it relates to successfully implementing CRM systems. The desired result after reading this document is to demonstrate how a CRM project can be deftly executed using an “information set”. This information set...