• 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

    Building on my previous blog entry, let's take a look at what the steps in your email marketing programme mean in a little more detail. Strategy A consistent & long-term strategy is essential for successful email marketing. After all, if there is no overall plan as to the WHY & WHAT...
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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 series, we examine how high-quality leads can potentially boost your sales. The good news about leads The formula for finding new customers used to be simple. To boost sales, you made more calls, sent more emails and posted more direct mail. In today’s market...
  • 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...
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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...
  • Blog Post: Email Marketing Strategy - KPIs

    Further to the previous blog entry in the series, this post speaks to the idea of assessing KPIs (Key Performance Indicators). Any KPI / metric you employ should be business focused , not operationally driven. However operational metrics will help refine the tactical delivery of the campaign in line...
  • Blog Post: Email Marketing Strategy - Brand Alignment

    The previous post talked about thinking & setting key performance indicators (KPIs) - this time, I am talking about aligning your program with your brand. "Nearly a third of survey respondents (32%) said they have stopped doing business with at least one company altogether as a result of...
  • Blog Post: Email Marketing Strategy - SWOT Analysis

    The previous post looked at brand alignment and important consideration on your tactical activities. Let's move on to analysis of your email marketing strategy. An important part of forming your strategy will be to conduct a SWOT analysis. If you are not familiar with this term, it is a review...
  • Blog Post: Email Marketing Segmentation - Finding the right data

    The previous post looked at setting objectives - let's now move on to data sets: There are many ways that a database can be segmented but the best place to start is pragmatically marketing your product or service. Segmentation is driven by data and, importantly, be sure you check 'what you...
  • Blog Post: Email Marketing Segmentation - by Profile (1/3)

    The previous post looked at sources of data - now we move on to segmentation approaches, specifically the three different forms of segmentation ( profile, behaviour and lifestyle ). Profile based segmentation tends to be the simplest & most commonly used method for segmenting emails. Many people...
  • Blog Post: Email Marketing Segmentation - by Behaviour (2/3)

    Moving on from our last post on basic profiling, let's look at increasing the sophistication. A powerful way of segmenting your database is to look at 'click behaviour' as well as browsing or purchase history.In comparison to profile based segmentation ( which relies on customers to actually...
  • Blog Post: Email Marketing Segmentation - by Lifestyle (3/3)

    Moving on from our previous post , let's talk about lifestyle modelling. There are a number of ways in which you can use the data that you hold on your customers to build up a more accurate picture of the type of lifestyle and habits they are likely to have. This can be a very powerful way of...