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.
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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.
The recent release of Sage CRM Version 7.3 included user interface enhancements, workflow improvements, and updated MailChimp integration that we’ll take a closer look at in this article.
When it comes to business, we all know that errors, manual processes, and redundancy waste valuable time and money. That’s why it’s important to implement pre-defined best-practices that everyone on your team adheres to.
And that’s where the automated workflow engine in Sage CRM comes in, molding the software around your business so that every process is efficient, consistent, and repeatable. Whether you’re a salesperson, support rep, manager, or VP, the interactive dashboards in Sage CRM can be a really important tool in helping you leverage CRM data most effectively. In this article, we’ll take a look at how to use and customize these powerful dashboards.
By now, all of us have heard about “Customer Relationship Management” (CRM). But not everyone understands what CRM software does or what it means for your business. So let’s go back to basics and explain what CRM is exactly.
With 2 editions of Sage CRM available - Sage CRM Cloud and Sage CRM On-Premises - it can be a challenge determining which option is the best fit for your business. In this article, we’ll compare the two versions to help you understand the most important differences.
With the recent release of Sage CRM Version 7.3, Sage rolled out a bunch of new tools and reports that can help you accelerate your sales cycle and make the most of every opportunity. Let’s take a look at these new sales accelerators.
In the past, we've explored how CRM software can organize and automate sales, marketing, and customer service in much the same way that Sage ERP does for accounting, reporting, inventory, financial management, and more.
But in this article, we want to focus how Sage CRM works together with your Sage ERP system to help you understand why companies are increasingly prioritizing an integrated approach to CRM and ERP.
If you've done some homework, you probably discovered that CRM software, like Sage CRM, is a fantastic tool for sales and marketing professionals. But if you look a little deeper, you’ll realize that CRM also offers tremendous benefit to your accounting staff as well. Here’s why.
Recent articles and survey results posted online suggest that CRM software has become a top priority for businesses in 2014. So in this article, we’re going to focus on the CRM functionality that’s available in Sage ERP X3. Because some customers have been using Sage X3 for a long time but never even knew these CRM features - or hidden gems - were right at their fingertips all along.
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