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  • Blog Post: Making sure everyone knows where the cheese is going to be ...

    The last couple of posts focussed on awareness of why people buy CRM solutions & the value they wish returned from an implementation. As this blog exists in the realm of the development partner community, I thought it useful to "follow the story" - ensuring that the implementation effort...
  • 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: Going around in circles? The 360 Degree View in an age of Social Media

    Companies turn to CRM tools and strategies for many reasons. Typically it's an initiative that aims to gather more information, thus providing a better service and, hopefully, a loyal customer. It's the often quoted "360 Degree View" mantra. Criticisms of such initiatives however...
  • Blog Post: Managing Employee engagement & CRM strategies - it's easier than you think ...

    Last time, I wrote about how & where social media interacts with a business' CRM strategy. For this post, I wanted to move into an area of great personal interest to me - executing a CRM strategy so that everybody really "gets it". In particular, I wanted to focus on employee engagement...
  • Blog Post: Where do you want your cheese to be ?

    The world is going through a period of change. Boom & bust cycles are a fact of life but this time, some say, it is unprecedented change. Fundamental assumptions are changing & continue to do so. Arguably, unlike previous recessionary times, these changes are happening faster & reaching further...
  • 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...
  • Blog Post: The parade comes to town - Technology For Marketing & Advertising is London bound

    The UK's leading conference for marketers & related disciplines kicks off this coming week in London. Technology for Marketing & Advertising, or TFM as it is colloquially known, is at Earls Court Exhibition centre, February 26 & 27. Over the years, the footfall increases, as does the...
  • Blog Post: CRM in a downturn - our thought leadership piece appears in Director of Finance (UK) magazine ...

    Just a short post now that I am back, after a week away chasing the sun in Cornwall ... Sage UK marketing have secured a double page editorial in the Spring edition of Director of Finance. The magazine, which lands on 15,000 FD’s desks this week, speaks of the imperative of investing in a CRM system...
  • Blog Post: Engagement meets reputation management

    My last post focused on employee engagement & how that intersects with a CRM strategy. In particular, I made a strong point that every CRM strategy needs to be company-wide & have employees at its' heart. A few readers commented on that post and the previous , musing on how social media...
  • Blog Post: "No longer sitting in the big chair" - speaking at mycustomer.com

    TFM&A is over for another year. The folks at United Business Media indicated a footfall increase of 10%, while on the Sage stand, our partners saw a good flow of interest. Happy people all around then ! My colleague Duncan Wood presented a piece on taking CRM Mobile which was well received - similarly...
  • Blog Post: Sharpening the proposition ...

    Over the last week several people have asked my thoughts on how CRM propositions need to reflect the changing times. A couple of threads have been running around in my head, so let's see if I can bring them together. Firstly - I attended a Gartner CRM Summit in the UK last week. The message from...
  • Forum Thread: Duplication of e-mails

    When e-mails are sent out of Sage CRM v7.1, two e-mail communications are created. How can this be turned off?
  • Forum Thread: Create a button within Sage CRM

    Hi I am trying to create a button that links to a custom website, but I would like to pass the Id of the record I am viewing. Is this possible and what is the syntax? Example http://customsite/index.aspx?id=[the id of the record] Thanks James
  • Forum Thread: Email Notifications for Entities/Workflows (SMTP Error When no User Selected)

    When an opportunity is created, management wants an email sent to A. The assigned person B. The Salesperson of the opportunity C. The Engineering Salesperson of the opportunity D. Certain people in management Since there's different people, I set up a salesperson field (User Select) and an Engineering...
  • Forum Thread: Display certain fields depending on workflow

    I have 4 opportunity workflows: pre bid, post bid, after market, and service. I have several fields created sepcifically for each, and a couple that are consistent among all of them (oppo_opened, oppo_closed, oppo_decription, oppo_details). As it is, I have a mess of fields in my details box for...
  • Forum Thread: Removing (or Hiding) the Quick Appointment Bar

    Out sales guys are required to create an schedule with companies attached. Previously they created them in Outlook, and upon syncing it would be on their calendar. Well they're required to attach a company to these appointments (and person if available) and while they're creating appointments...
  • Forum Thread: problem of search select advanced field

    Hello, I could not select "communications" entity from search entity. Pls help me, thanks in advance.
  • Forum Thread: Quotes and Orders Missing

    Hello again! I have been experiencing an issue in SageCRM Cloud as of late. We run a weekly report that gathers quote and order data, activity data and Lead data for the previous week and last 30 days. I received 2 complaints from the sales team today about items not appearing that were input into...
  • Forum Thread: CRM attachments for existing account creates new account

    Hi all, I've had this a couple of times now. A CRM account (Mr P Taylor) has had files attached to it in the past (held in dir C:\..\sage\attachments\M\Mr P Taylor ), and yet for some reason, new files attached to the same account are placed in a different directory (in this case, C:\...\sage...
  • Forum Thread: My tasks in the dashboard

    I have created a new dashboard with only one gadget, 'My Tasks'. I can see this this gadget logged on as an administrator, but if I assign it to a user, the error 'user is unable to acess entity' is displayed. The user has view access to his Tasks, so why can't he see this?
  • Forum Thread: View communications as calendar

    Hello all I noticed that entities such Company can display the communications tab items as a calendar (day/week/month). I made a custom entity which has communications and found this one cannot be shown on calendar view. Is there any way to enable this view in custom entities? I'm on CRM 6.1o...
  • Forum Thread: Accessing a multi-server CRM environment with an external IP address

    I have a client that is implementing multi-server CRM. They already had separate CRM and SQL servers and they added a secondary CRM server for load balancing. The primary CRM server has an external IP address which some of their users outside the main office use to connect to CRM. We configured the multi...
  • Forum Thread: Create a new lead workflow

    Hello, I create a new lead workflow but not appear in lead summary. the new workflow lead is active and the old workflow lead is not active. And the first state type in the workflow is "Primary Rule" and the table or view is "Lead". But the lead_workflowid is NULL in the...
  • Forum Thread: SLA warning flags not displaying

    case_color1 in vlistcases defines cases sla warning flag right??Well its not happening in my case.Even though the field case_color1 changes from Green to Amber to Red for my cases,its still does not show the change of images or colors in front-end.It just shows the field as blank.No image. Is this...
  • Forum Reply: Re: Exchange Integration not integrating!

    I am having the same issue well kinda of. Our system seems to be syncing fine but the sync status isn't updating. I have restarted server resetup Exchange Intergration piece 10 plus times verified username and password... No errors during setup.. Changed sync time mins etc. Everything seems to sync...