What good is capturing and organizing all that customer data in if you can’t find the right information when you need it? In this article, we'll take you through 4 easy ways to use Sage CRM search to find the data you're looking for, quickly and easily.
Sage CRM 2019 (Release 1) is now available. Following a 3-year roadmap that sets the development path through 2021, this release focuses primarily on incremental improvements and enhancements of existing features. Here’s a closer look.
Did you know that Sage CRM can work hand-in-hand with your phone system? It’s called Sage CRM CTI - short for Computer Telephony Integration - which extends core CRM functionality so that sales, customer service, and support reps are even more efficient and effective.
Let’s take a closer look at using Sage CRM with your phone system.
A totally brand new integration between Sage 300 and Sage CRM was announced with the release of Sage 300 Version 2019 earlier this year. While the two products were already connected in previous versions, this article looks at the features and functions that the new integration offers.
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.