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  • Blog Post: Finding Person Records by Email Address using SOAP web services in Sage CRM

    A customer had the requirement to be able to retrieve person records in Sage CRM using the SOAP web services based on their email address. On the face of it this looks like this may be a difficult job (but it isn't!). This is because of normalization. The Person and Email information are split...
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  • Blog Post: Controlling E-mail Forward and Reply Translations

    Sage CRM has its own internal e-Mail client that allows users to create, send and manage emails entirely within CRM. The image above shows a list of communications for a company that includes emails that have either been been created by the Sage CRM internal E-mail client or have been filed automatically...
  • Blog Post: MailChimp - An Introduction (Part 1 of 7)

    In this series of articles I will walk through the process of configuring the integration and testing out a first MailChimp campaign driven through the Sage CRM user interface. I found it very easy to create, send, and track email marketing campaigns. The results from the campaign are shown within...
  • Blog Post: MailChimp - An Introduction (Part 2 of 7)

    In this second article of the series I want to consider the how to get MailChimp ready for the integration. This will include how to generate the API keys and identify the mail list to which Sage CRM will send contact details - these will become MailChimp list subscribers. You will need to have a...
  • Blog Post: MailChimp - An Introduction (Part 3 of 7)

    In this third article of the series I want to consider the how to use a MailChimp API Key and List ID to configure the integration within Sage CRM. You will need to log onto Sage CRM and navigate to Administration -> Email and Documents You just need to enter the API Key you generated...
  • Blog Post: MailChimp - An Introduction (Part 4 of 7)

    In this fourth article of the series I will cover the simple task of authorizing additional user to access the MailChimp features. Assuming you have logged on you will need to navigate to the User administration area. Once you have found a user. In may case I have searched for Susan Maye. ...
  • Blog Post: MailChimp - An Introduction (Part 5 of 7)

    In this fifth article of the series I will describe how to create a Group in Sage CRM and add it as a segment to a MailChimp list. The place to start is within the Groups screen within the 'My CRM' menu. I have created a static group called 'Example MailChimp List' and included...
  • Blog Post: MailChimp - An Introduction (Part 6 of 7)

    This is the penultimate article of the series and in this article I want to consider how we can create the campaign in Sage CRM and send it to MailChimp. A user who is authorised to use the MailChimp features will find the MailChimp campaign option under the 'My CRM' menu. Just clicking...
  • Blog Post: MailChimp - An Introduction (Part 7 of 7)

    This is the final part of the series and in this article I will look at the types of results and reports that are returned from MailChimp into Sage CRM. Within Sage CRM there is a scheduled job that retrieves the results of the campaign from the MailChimp server. This job is scheduled by default to...
  • Blog Post: Adding Emails and EmailLink records using SOAP web services.

    Adding Companies and Persons with their associated email address is a pretty easy thing to do in the SOAP web services. I have covered the adding companies with their child records in the article " Adding a Company Entity using the Web Service API ". And if you need to add an extra address...
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  • Blog Post: Understanding the CRMEmailPhoneData table

    If you have spent time looking at the way in which views are constructed in Sage CRM then you may have found the CRMEmailPhoneData table referenced and wondered what is the table's purpose. I asked a colleague in our development team for some help in explaining the table and the following information...
  • Blog Post: Why do Phone numbers appear in the Company and Person screens when they are stored in the Phone table?

    This is a follow up to the article I wrote previously called " Understanding the CRMEmailPhoneData table ". That article explained that the CRMEmailPhoneData is a utility table and that it's job is to speed up reports. It holds a row for each company or person with that company or persons...
  • Blog Post: Hold the Phone! A round up of articles that discuss Phone Numbers and Email addresses in Sage CRM

    In Sage CRM development around phone numbers and email addresses needs careful thought. This is because Sage CRM "entities" can be complex. For example the information for a Company consists of a company record, a default person record and a default address. Both the company and the default...
  • Blog Post: A round up of essential articles about configuring the Advanced E-Mail Manager

    When enabled, the CRM E-mail Management service runs as a background process on the CRM server and processes inbound and outbound e-mails according to predefined business rules. The E-Mail Manager functionality is available whether you use CRM’s embedded E-Mail Editor or Microsoft Outlook to handle...
  • Blog Post: A round up of articles on the Mail Merge feature: The essential guide to sending emails in Sage CRM

    This short article provides a listing of the key articles that cover the use, configuration and customization of the internal email client within Sage CRM. Fields Available in Email Templates Fields Available to an E-mail Template for a Custom Entity Working with Mass E-mails (in a system...
  • Blog Post: The eMail Object used by the Advanced E-mail Manager (Mail Manager)

    The Sage CRM E-mail Manager is a service that runs as a background process on the CRM server. Its job is to process inbound email ( and optionally to send automatic replies) according to predefined business rules defined a script file. These script files are called 'templates'. The article...
  • Blog Post: Adding a selection list of Person email addresses to the Email screen

    When sending emails from within CRM it's sometimes useful to be able to add in multiple people from the associated Company. To do this you can (this example uses sdata): 1) Create a view on the system to expose the necessary person information. 2) Expose the view by adding it to CRM as a table...
  • Blog Post: Using the Internal E-mail client to send e-mails to Multiple Contacts in Sage CRM

    A customer had a requirement to be able to send e-mails to multiple recipients. They wanted specifically to be able to build and send ad hoc e-mails rather then Mass E-mails against a long list of people. Below is the Person Summary screen showing a contact's details. By default if you...
  • Blog Post: An approach to recording completed marketing communications sent by an external system

    A customer uses an external system to generate marketing emails to contacts. These contacts exist as records in their accounting system that is integrated with Sage CRM. This means that the contact exists in both Sage CRM and the Sage BMS but because the emails are sent from a third party system integrated...
  • 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...