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  • Blog Post: Talking About Customers ? Focusing squarely on customers is more like it ...

    Here in the UK, the global downturn has brought the challenges of business failure into the everyday media. Nowhere has this downturn been more apparent than among small and mid-sized businesses (SMBs) - Sage UK's traditional heartland. Smaller businesses have seen a slowing customer demand &...
  • Blog Post: Innovation in business - making CRM work even better

    Since I last wrote, the idea of creativity in business has been swirling around in my mind. The current economic conditions are driving our customers to think more about WHAT they sell - what are the top products, what else could we sell to existing customers, etc. Trouble is, that thinking really...
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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...
  • 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: Formatting your Quote and Order Reference Numbers in Sage CRM

    I was recently asked about what the options were for formatting the quote and order reference numbers in Sage CRM, other than the default values provided, as organisations often use quite different formats for numbering them. The reference id appears once the continue button has been clicked on the screen...
  • Blog Post: Customise Default Quick Appointment Duration!

    Hi All, Here I am demonstrating a little workaround about how to re-set the Quick Appointment duration from 30 mins (default - selected) to a 60 mins (default), or to your preferred choice, from the quick appointment duration selection box for creating a Quick Appointment. Go to : Administration...
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  • Blog Post: Sage CRM is Best Fit for Fuji Xerox Thailand

    "The system has played a significant part in growing sales. To compete in the market you want to have accurate information so you can make quick decisions and that is something we have achieved with Sage CRM." Chakri Wicharn, Information Manager, Fuji Xerox, Thailand. As a world-leading...
  • Blog Post: Email Marketing Layout and Design - Summary

    Hi there! At this point in the journey through the email marketing programme, you will (hopefully!) have picked up some useful tips on how to maximise the impact of your mail content, layout and design. To finish up we will take a quick look at the key points to consider: The email layout...
  • Blog Post: The Sage CRM Mapping component and it's required indexes

    When the mapping component was first released some partners encountered problems if their Company and/or Lead tables had had their indexing changed. The component would fail to install with an ambiguous error message stating: ERROR: Could not create geography fields or spatial indexes. This is...
  • 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 - 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 Layout and Design - An Introduction

    Hi there! As mentioned previously in the "Email Marketing Strategy" blog article, we are now living in an email-dependent society where customers are bombarded by an array of electronic communications, 89% of which is spam. Therefore it is critical that the design and layout - from subject...
  • Blog Post: Implementing Business Rules using integrated Sage CRM

    I define Business Rules in my training courses as the "operations and constraints that apply to an organization in achieving its goals". This definition encompasses the entire suite of systems used by an organisation, from those that are paper based, to back office (e.g. a Sage BMS system like...
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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...
  • 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: Sage CRM Mapping Component - original

    Planning a business trip, particularly to a place you haven’t been before, usually starts by looking at a map. Wouldn’t it be nice to be able to see your customers on that map? Well now with the Sage CRM Mapping Component you can do just that. By plotting your customers and leads on the...
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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: 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? "...
  • 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...