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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 &...
  • Forum Thread: Dispatch partial order form CRM and update sage 200

    I hope someone can help me out with small development issue. I am sending orders from Sage CRM to Sage 200. E.g order number 001 has 2 lines items each with quantity 10. What I am looking to do is dispatch only 5 items out of 10 ( ofline item 1 ) from order 001. I have created a small form which...
  • Forum Reply: RE: Error when referencing external DLL

    To rule out it being DLL specific I tried the same thing with the AMS.Profile.dll and a simple test method and had the same issue. However when I tried it with a Sage 200 dll it seemed to work correctly. I'm wondering if it's something to do with the .Net framework which they are targeting...
  • Forum Reply: RE: Error when referencing external DLL

    Hi Toby, Here are the relevant parts of the log file: Feb 4 2016 14:30:22.436 8104 5284 5 Set WebPage object reference. Feb 4 2016 14:30:22.437 8104 5284 5 Loading CRM Interfaces: Feb 4 2016 14:30:22.437 8104 5284 5 LOADING MAIN INTERFACES Feb 4 2016 14:30:22.439 8104 5284 5 Got assembly: DocusignTest...
  • Forum Thread: Error when referencing external DLL

    Hi, I am attempting to create a new page in CRM using a custom .Net dll which will allow our users to hook into the Docusign API. When I attempt to send the document to the API I the dll throws an exception stating that 'Could not load file or assembly 'DocuSign.eSign, Version=0.0.0.0, Culture...
  • Forum Reply: RE: Error when referencing external DLL

    I have found a work around for my issue. The way I did this was to install the dll to the GAC (Global Assembly Cache). To do this I used the developer command prompt which can be found in your 'Visual Studio Tools' folder from your programs menu. Using the command below you should be able to...
  • Forum Thread: sage CRM line item discount

    Hi, when i apply line item discount on each item of Order (OrIt_discountsum) in CRM , it looks ok but as soon as i edit order summary , or sync order with sage 200. Once order is linked it wipes line discount form orders and sets OrIt_discountsum=0. why is that and how can i fix it ?? Thanks
  • 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: 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 - 4. Aligning with your Brand

    A few years back, a then colleague of ours gave an excellent overview of email marketing. Ranging from strategy to the mechanics of list & email design, the series elegantly captured the thinking behind successful email marketing programs. Rather than re-invent the wheel, I have shamelessly borrowed...
  • 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 - 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...
  • 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...