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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...
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  • 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...
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  • 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...
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  • 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...
  • 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: 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 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: 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 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 the pers_emailaddress to the Outlook Appointment...
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