• Blog Post: Email Marketing Segmentation - Implementation and Summary

    Moving on from our previous post , it is important now to turn some of this theory into practice and take a look at implementation. Once you have chosen your segments you need to consider the different methods available for using these segments. Some of the methods available for implementing segmentation...
  • Blog Post: Email Marketing Automation - Content for Automated Campaigns (part 3)

    Hi there, In the final part of this section on maximising automation potential, we will focus on driving users to generate content, exploiting cross-sell opportunities in transactional mail and targeting customers who don't complete purchases online. Drive user to generate content It...
  • Blog Post: How to Sync Additional CRM Appointment/Task Details to Outlook Appointment/Task

    Here is a feature that I think you will find useful. It’s been available since version 6.2. It can help you to sync more fields from the Company/Person/Address entities of the CRM Appointment/Task to the Outlook Appointment/Task body. Below is an example of how you could acheive this. Adding...
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  • Blog Post: Email Marketing Analysis - The Demo Story, Summary and Next Steps

    Hi there, In the final blog in both the "Analysis" phase, and in fact of the full 6 part series, we will revisit the demo data results in Sage CRM, have a short summary of the "Analysis" phase and look at some next steps. Revisiting the "Time/Management Event"...
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  • Blog Post: Email Marketing Automation - Introduction

    Hi there! Implementing automated marketing into your campaign is a decision that has to be carefully considered. The benefits in terms of increased ROI are tangible and real (if done correctly), however there are considerable challenges. These include aligning automation with campaign and company...
  • Blog Post: Email Marketing Automation - Content for Automated Campaigns (part 2)

    Hi there, Further to yesterday's blog on "re-engagement", it is also possible to focus your content based on a particular step in a sales lifecycle. This allows you the opportunity to both build anticipation and possibly cross-sell or up-sell other related services. This is done...
  • Blog Post: Enhance your Sage E-marketing for Sage CRM with new drip marketing functionality

    Nurture your business this summer with Sage CRM v7.1 SP1 and drip marketing! We are pleased to announce the release of Sage CRM v7.1 SP1 which incorporates the new drip marketing functionality. Drip marketing is a powerful new addition to the Sage E-marketing for Sage CRM connected service...
  • Blog Post: Email Marketing List Growth - Some tips! (2/2)

    Hi there! In the previous blog ( Email Marketing List Growth - Some tips! (1/2) ) we looked at 2 simple tips for improving your list growth, today we look at 2 further areas to consider: Make your subscription process easier to use Make sure you don't ask for too much information...
  • 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...
  • Blog Post: Customising Reports

    Following on from the Themes blog I wrote a while ago, 'Adding a new Theme to CRM' , I'm going to show you some simple tricks that you can use to change the style of reports for your custom theme. If we create a custom theme abcmotors as specified in the 'Adding a new Theme to CRM'...
  • 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: Email Marketing Segmentation - Introduction

    The previous post was the final piece that looked at strategicc readiness for email marketing. This week we move on to an area of huge importance to the success of an email marketing programme - segmentation. Segmentation is the method by which we craft information that is tailored and delivered to a...
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  • Blog Post: Filing an Email from Outlook to lead Entity (Communication)

    Hi All, Here I am demonstrating a little workaround for filing an email from Outlook to Lead (communication) in CRM using CRM Outlook plugin with the following steps. First change the Lead Field type in the Administration --> Customisation --> Communication --> Fields --> from integer...
  • Blog Post: Top Email Marketing Tip - Develop a Programme

    I'm sure many of you out there have been in this position: you craft a beautiful, logical, well thought through email which is due to be sent to a large stakeholder list. Then you hit send. After a few seconds you experience that moment we all dread - " did I forgot to attach the file? "...
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  • Blog Post: Email Marketing Automation - Customer Lifecycles

    Hi there! "Q: What is the most important objective for email marketing in the coming year and why? A: Timing emails with content that is relevant to where the prospect/lead is in the sales cycle."* Every business has a different customer and sales lifecycle, therefore one of...
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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: Localisation – More Than Just Translation

    Introduction Are you thinking about moving your business into international markets? In this blog we look at seven critical things to consider when localising your product. Localisation is often misunderstood and the source of much confusion for the uninitiated. Here we introduce some key terms, concepts...