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September 2010
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Reporting in Sage CRM

Posted by: Sean Dwyer on 8/12/2010 5:16:43 PM

In Sage CRM you have two options for how you want your reports to run.

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Category: Sage CRM

How can you market to more leads in Sage CRM?

Posted by: Jennifer Holman on 8/10/2010 1:10:23 PM

Have you ever noticed that in Sage CRM you can only have one person in a leads record?

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Category: Sage CRM

CRM Social Media Manager

Posted by: Nalini Gupta on 8/3/2010 12:00:32 PM

No one can deny the importance of marketing and being in tune with social media these days.

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Category: Sage CRM

Do you use Sage CRM?

Posted by: Daniela Puzzo on 7/28/2010 3:13:03 PM

If so comment on this blog and let me know what other CRM products you've used and why Sage CRM is better or worse than those products.

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Category: Sage CRM

How to remove the Time from the Opportunity Close By Date in Sage CRM

Posted by: Louis Costarelos on 7/23/2010 11:35:16 AM

When using the Opportunity entity with Sage CRM we often use the “Close By” date field.

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Category: Sage CRM

Territory vs Account Manager

Posted by: Sean Dwyer on 6/4/2010 10:29:52 AM

You may notice that company records in Sage CRM have both a territory and an account manager. Although they may seem to do the same thing, they are in fact quite different.

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Category: Sage CRM

Why Do CRM Implementations Fail?

Posted by: Jennifer Breuls on 5/20/2010 3:29:54 PM

After many implementations for CRM we have learned that there can be several things that we as consultants encounter, below are some areas that we have run into that you may be able to relate to and learn from:

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Category: Sage CRM

Sage CRM VS Excel Time Entry

Posted by: Jennifer Breuls on 5/12/2010 2:24:30 PM

Before we use to use Excel to create our timesheets now we use Sage CRM!

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Category: Sage CRM

Sage CRM (LinkedIn Example - Person)

Posted by: Louis Costarelos on 5/6/2010 11:34:12 AM

The purpose of this BLOG posting is to provide instruction on how to add in a link to LinkedIn for persons onto the Person Summary Screen.

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Category: Sage CRM

Phone Number Consistency

Posted by: Sean Dwyer on 4/28/2010 10:15:31 AM

In Sage CRM, or any other data storage system, you want to be consistent with your data entry.

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Category: Sage CRM

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