• Blog Post: Using Workflow to Simplify the Sending of an Email to a Customer

    The number of clicks that it takes to complete a task can matter. It can be an important business requirement to speed up the processing of tasks for the Sage CRM user and the customer, especially where the customer interaction takes place in real time as part of a phone conversation or an online chat...
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  • Blog Post: It's not just who you know, it's what you know! - viewing the results of your E-marketing email

    OK so you've spent time developing your template, proofing your text and making sure that you've included all of your desired recipients in your group. You then send your E-marketing e-mail out into the ether and hope that people have read it! Right? Well no! With Sage E-marketing for Sage CRM...
  • Blog Post: Working with Mass E-mails (in a system not integrated with Sage E-marketing)

    Sage CRM v7.1 is something of a game changer for marketing teams. It offers integration with Sage E-marketing and so can provide a very sophisticated set of services to those engaged in e-mail based marketing communication to their customers and prospects. Sage E-marketing for Sage CRM v7.1 includes...
  • Blog Post: Special Address Options/Merge Codes used in the "Sending E-mail" Workflow Action

    Sage CRM provides System Administrators with powerful tools for creating Workflows for business entities. This is not just the standard default system entities such as Opportunities, Leads, Cases and Solutions, but workflow can also be added to Person and Company records and custom entities such as 'Project'...
  • Blog Post: Setting up e-mail signatures

    E-mail has become the most critical and frequently used business communication tool and most of us send and receive thousands of business related e-mails every week. Our e-mail signatures serve several important functions, letting recipients know about the sender, helping to promote brand awareness and...
  • 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...
  • Blog Post: I know what you have done... now what do I do? Leverage the results of your E-marketing Campaign

    Following on from my blog about viewing the results of our E-marketing Campaign ; now we look at how you can use those results to create a more targeted and effective marketing strategy. We've already seen how we create an E-marketing Campaign and gotten our results back. So how do we use these...
  • Blog Post: Email Marketing Strategy - Setting Goals

    In the previous blog entry in this series, we explained an email marketing program in some more detail. In this post, we'll take this a step further by looking at goals. The first stage in formulating an email marketing strategy begins with outlining the objective(s) of the programme. Ideally...
  • 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...