Depending on where you do business and the local privacy laws in your region, you may be required to have evidence of marketing consent from your contacts. In other words in order to send email, call or text, your contacts may need to have explicitly agreed to receive marketing communication from your company. In this article, we'll show you how to create and manage those consent records in Sage CRM.
Sage CRM is ideal for companies that want to streamline processes between departments or provide customer-facing staff with financial information, including the ability to create orders through the Sage CRM interface that pass through to the Sage accounting system. The Sage CRM workflow engine and ability to integrate with accounting are both very powerful.
But is Sage CRM a good fit for small businesses? Let's examine that question a little more closely.
Do you use the On-premise version of Sage CRM?
Have you been automatically logged out (or "session timeout") by the system?
Would you like to extend the session timeout to something longer than the default 20 minutes?
If you answered yes to any (or all) of these questions, you're in luck. This article provides step by step guidance on how to extend the Sage CRM user inactivity timeout.
We saw the first release (R1) of Sage CRM 2018 back in December. Now just a few months later, the second release (R2) is available and brings some great new features that we'll take a closer look at in this article.
Sage CRM 2018 is now available. Enhancements in this newest version focus on continued calendar improvements, ease of use, and simplified navigation across the product. Let’s take a closer look.
CRM software has become synonymous with managing sales and customers. But service and equipment records may not be the first thing that jumps to mind when you think of what Sage CRM typically tracks. However, it's surprisingly easy and we'll show you how in this article.
For many businesses, Microsoft Outlook is an indispensible tool for communication. In this article, we’ll show you how to combine the power of Sage CRM with Outlook so you can take control of all tasks, contacts, and appointments no matter which application you use most often.
Perhaps more than any other department in your company, sales people spend as much time on the road as they do in the office. To stay productive, they need access to data, transactions, and customer information wherever they are. That's why mobility matters when it comes to CRM. In this article, we'll explain why.
Sage CRM is different than other leading CRM applications as it is extremely configurable and open ended. Every company I have ever worked with uses it differently. However, the possibilities and differences that Sage provides are not always obvious or apparent. In this article, we'll focus on 3 difference-making features that will help you understand why Sage CRM is so powerful.
What's New in the Latest Release
Sage CRM 2017 R2 (Release 2) is now available, featuring key updates to the calendar functions along with several enhancements in other areas of the software. Here's a look at the best features in this newest product release.