Your Simple Guide To Notes In Sage CRM
Explore Notes in Sage CRM What is a Note? The Note function allows you to add notes to leads, companies, persons, opportunities and proposals. Think of it as a sticky note for a record the entire office can see. Adding notes is an easy way to store and share...
3 Easy Steps to Set Up Company-to-Company Relationships In Sage CRM
Company-To-Company Relationships in Sage CRM I can easily say the most common request I get when deploying CRM is the need to be able to designate a headquarters for a company and relate the 'children' companies back to it. That seems like a pretty simple...
Simple SQL Server Solutions to Common Sage CRM Problems
Discover Simple SQL Server Solutions to Common Sage CRM Problems While most problems you come across can easily be corrected directly in Sage CRM, there are a few you may need to fix in SQL Management Studios. These issues range from simply changing the size of...
Item Inventory Lookup in Sage CRM 7.1 Integrated with Sage 300 ERP
Item Inventory Lookup in Sage CRM 7.1 Integrated with Sage 300 ERP First Look! Item Inventory Lookup In Sage CRM 7.1 Integrated With Sage 300 ERP (Accpac) I can always choose to be greedy – when I saw that the Sage 300 ERP 2012 Product Update 1 included a new...
Is It Time To Switch From ACT! To Sage CRM?
How to Know When It's Time to Switch from ACT! to Sage CRM The time has come. With the recent announcement by Sage regarding their sale of ACT! and SalesLogix, it’s become clear there is a need for change. Change for Sage and change for you. Is it time to...
Sage 300 ERP Web Deployment Wizard and Sage CRM Integration
The Sage 300 ERP Web Deployment Wizard and Integration with Sage CRM Demystifying The Sage 300 ERP (Accpac) Web Deployment Wizard To Enable Integration With Sage CRM As I hope I’ve made clear in previous articles, in order to ensure a smooth integration between Sage...
How To Force Sage 300 ERP Salespeople To Work In Sage CRM
How To Get User Buy-In for Sage CRM Breaking Bad (Habits): How To Force Sage 300 ERP Salespeople To Work In Sage CRM One of the greatest challenges in implementing an ERP-integrated CRM system is getting user buy-in to actually work in CRM. Consultants are quick to...
Social Media and Sage Summit
Social Media took Center Stage at Sage Summit How Will Social Media And Sage Summit Continue Improving Your Experience? Beyond product announcements and diving into new features at sessions, social media took center stage at Sage Summit. Let's examine how Sage...
Solve Your Sage CRM User Emergencies With Reassignment
How to Reassign Opportunities Other Activities in Sage CRM I got a panicked call from a client of mine named Joe, the VP of Sales at a large distribution company. His top sales rep, Todd, decided to pursue a life of surfing and ditch his Blackberry and laptop...
Avoid the Sage 300 ERP Sign On Manager for Sage CRM Integration
How to Avoid the Sage 300 ERP Sign On Manager for Sage CRM Integration More Tips to Avoid the Dreaded Sage 300 ERP (Accpac) Sign On Manager for Sage CRM Integration In the spring, I wrote a piece called A Simple Way to Configure A Windows User To Run Sage 300 ERP...
A Pro’s Guide To MyCRM Contacts Tab In Sage CRM
Learn about the MyCRM Contacts Tab In Sage CRM "What is the MyCRM Contacts tab and why should I use it?" This is a valid question that I often hear from new and veteran Sage CRM users alike. Contacts can mean a lot of different things and I understand the...
Configure A Windows User To Run Sage ERP Accpac and Sage CRM
Configure a Windows User to Run Sage 300 and Sage CRM A Simple Way to Configure a Windows User to Run Sage 300 ERP (Accpac) Web Deployment and Sage CRM Integration Look familiar? I’m spending an increasing amount of my time installing Sage 300 ERP...
You May Need To Recreate Views Manually … Or Not?
How to Know If You Need to Recreate Views in Sage CRM Manually The Sage CRM error of doom: "You may need to recreate views manually," that may occur when logging into Sage CRM 7.1 sometimes seems like the dreaded blue screen of death on the Windows...
The Bible Of Sage CRM To Sage ERP Accpac Integration
A couple of articles back I gave you The 10 Commandments of Sage CRM (SageCRM) to Sage ERP Accpac Integration. I received a handful of requests for more detail on the topic and for the location of the documentation to which I referred. Regularly, I get the same...
A Simple Guide To The Sage CRM Contacts Tab
The contacts tab, found under the My CRM button on the main menu, is a helpful tab used to quickly view your primary contacts in Sage CRM. The two main features of this tab are to keep track of the people you contact most frequently and to let Sage CRM know which...
How To Create Sage CRM 7.1 Custom Actions In 10 Minutes!
Creating Sage CRM Custom Actions In Sage CRM, Communications consist of Appointments and Tasks. Appointments have start dates, end dates and times. Tasks have due dates instead of exact dates or times that they need to be executed. An example of a Task type is a...
10 Easy Steps to Create a Sub-Group with Sage CRM
Sage CRM Campaigns, Response Codes and Sub-Groups Sage CRM Campaigns allow the user to set up multiple set Response Codes for a campaign. Response codes are what allow us to capture the marketing recipient's responses to a particular Wave Activity. Response codes may...
Top Reasons To Check Out Sage CRM On YouTube Today
Facebook, Twitter, LinkedIn, Blogs, etc. The web has a plethora of destinations to find information about Sage CRM (even though you already know which site is your favorite.) With all this content available to you, it can be tedious to find exactly what you are...