View more results: All Community | User Community
  • 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...
  • $contentType.Name: $content.Content.HtmlName('Web')

    $core_v2_language.Truncate($content.Content.HtmlDescription('Web'), 300, '...')
  • 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...
  • $contentType.Name: $content.Content.HtmlName('Web')

    $core_v2_language.Truncate($content.Content.HtmlDescription('Web'), 300, '...')
  • 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

    Hi there! This week we move on from email marketing strategy 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 specific target audience or group. So why is it...
  • $contentType.Name: $content.Content.HtmlName('Web')

    $core_v2_language.Truncate($content.Content.HtmlDescription('Web'), 300, '...')
  • $contentType.Name: $content.Content.HtmlName('Web')

    $core_v2_language.Truncate($content.Content.HtmlDescription('Web'), 300, '...')
  • 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...
  • $contentType.Name: $content.Content.HtmlName('Web')

    $core_v2_language.Truncate($content.Content.HtmlDescription('Web'), 300, '...')
  • 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...
  • $contentType.Name: $content.Content.HtmlName('Web')

    $core_v2_language.Truncate($content.Content.HtmlDescription('Web'), 300, '...')
  • $contentType.Name: $content.Content.HtmlName('Web')

    $core_v2_language.Truncate($content.Content.HtmlDescription('Web'), 300, '...')
  • 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...
  • $contentType.Name: $content.Content.HtmlName('Web')

    $core_v2_language.Truncate($content.Content.HtmlDescription('Web'), 300, '...')
  • 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

    Hi there! As we come towards the end of this blog series on "Email Marketing Segmentation", 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...
  • 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...
  • $contentType.Name: $content.Content.HtmlName('Web')

    $core_v2_language.Truncate($content.Content.HtmlDescription('Web'), 300, '...')
  • 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"...