Small Business CRM Tips and Tricks to Fire You Up!

Bridging the Gap between Sales and Customer Service

We all know that CRM is a great tool for salespeople. They’re able to track their sales, progress their opportunities, et cetera.
What you may not know is that CRM is also great for customer service. CRM helps your customer service team manage their daily workload, and enables them to enter the information they learn on a daily basis into CRM.
With both departments entering information that is then shared across CRM, what CRM can really do is bridge the gap between customer service and sales.

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Why Get CRM? – An Introduction to CRM Benefits

I’ve worked with hundreds of businesses over the last 10 years as they decide whether they should get CRM. A lot of people ask me, “Why should I get CRM?” The answer varies: it depends on your particular business, your sales needs, your marketing, and your customer service needs.

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What is CRM?

CRM stands for Customer Relationship Management, which already hints at one of the primary benefits of using a CRM system like Microsoft Dynamics 365. But there’s a lot more to CRM systems than just managing your relationships with customers!
So what is CRM, exactly, and how does it go above and beyond its name?

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Post Sage CRM Upgrade Gadget Template Error

If, after upgrading Sage CRM from 7.1 to any later version of Sage CRM, an error message appears after opening the gadget template in the Dashboard, then the issue is likely caused by data issues on the Notification gadgets in the LPGadget table. In order to eliminate...

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Customization Without Code in Sage CRM 2017

Learn How to Customize Views and Lists the Easy Way in Sage CRM 2017   If you’ve used business software in the past, you’re familiar with customizations, the code snippets that your reseller created for your system to make it efficient for your specific business...

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