• Blog Post: The (Even More) Interactive Dashboard - creating a custom third party web site gadget (Google Maps example)

    I’d like to share with you a feature of the Interactive Dashboard in Sage CRM v7.1 that many of you may not be familiar with. The Custom Website Gadget allows you to interact your CRM data with third-party websites. What does this mean I hear you cry! Well the best way to explain is to...
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  • Blog Post: Getting Started with Sage E-marketing for Sage CRM - Creating an E-marketing Email Campaign

    “The aim of marketing is to know and understand the customer so well that the product or service fits him or her and sells itself.” – Peter Drucker The new Sage E-marketing for Sage CRM module is a powerful tool for businesses. Used effectively, it can help businesses to build...
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  • Blog Post: The Email Marketing Programme Explained

    Hi there! Further to last week's blog on the forth-coming whitepapers on email marketing, over the next number of weeks I'd like to share with you some of the content and ideas from each paper. This will be in the more digestible blog format! You can follow me on Twitter - @Sage_CRM_DavidR...
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  • Blog Post: Deploying the Outlook Plug-in for Exchange Integration via GPO

    Sage CRM v7.1 now has the feature of being able to deploy the new Outlook Plug-in for Exchange Integration as a Microsoft Active Directory Group Policy Object (GPO) which is a very useful feature if you are rolling out to large sites. However, dig a little deeper and it’s not quite as straightforward...
  • Blog Post: Sales leads – their surprising potential to boost sales

    In the first of this three-part blog series, we examine how high-quality leads can potentially boost your sales. Next, we examine the information you need to make more high-quality sales calls and presentations. Finally, we examine the role CRM can play in tracking your key sales priorities and in boosting...
  • Blog Post: Top 10 tips for CRM trainers – Get more from your next class now

    If you are implementing a new CRM tool, then you will want the best from your investment. A CRM tool isn't just about software; it’s about the people that use it and the attitude and culture of the business within which it operates. Well trained, knowledgeable staff are key to getting the...
  • Blog Post: Using customer relationship data to attract new business

    Running a successful construction company requires understanding the importance of relationships and how those interactions drive new business. In fact, for most contractors, the largest source of revenue comes from repeat business and referrals. With the right information technology (IT), business leaders...
  • Blog Post: Can CRM solve my business problem? (1/2)

    Every day, small and medium-sized business owners are looking for ways to improve and grow their business. Many hours are invested in brainstorming, talking to customers and analysing competitive offerings. It is not uncommon that at some point in the process, technology will dangle that carrot in front...
  • Blog Post: Can CRM solve my business problem? (2/2)

    In the last blog we looked at 3 quick tips that focused on terminology, business objectives and business outcomes: Tip 1 – don’t mention CRM (if you’re not comfortable with the term) Tip 2 - the IRACIS concept Tip 3 – problems, solutions, benefits The following...
  • Blog Post: I think I need a CRM system, but….

    A number of years ago I took on a role as Head of New Product Development for a distribution business (35 people, €20m T/O), selling DIY, Bathroom and Home/Garden products. My role had a single purpose: to predict the future! What will sell? What’s the next big thing? This was my problem to...
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  • Blog Post: Need some help uploading data to Sage CRM?

    We've lots of resources to help you get your data into Sage CRM The Data Upload feature is a powerful tool that can save you time and resources when you need to add multiple new lead, company, or person records to Sage CRM or migrate data from Excel spreadsheets. It lets you create many...