Sage CRM Hints, Tips and Tricks

Problem details Got a call from one of our partners interested in documentation on social media integration, specifically LinkedIn. The partner could find examples for Facebook and Twitter, however not for LinkedIn. Solution Details: I explained that...

In the final part of this section on maximising automation potential, we will focus on driving users to generate content, exploiting cross-sell opportunities in transactional mail and targeting customers who don't complete purchases online. Drive...

Version 2018 R1 Problem Details: After setting up the exchange server, ensuring that the exchange web service is available using the impersonated user account when attempting to create a new connection, we get the following error:   The Exchang...

Problem Details: Version used Sage CRM 2019 R1 Tasks & Appointments not synchronizing Solution or workaround There were two things we found:  In IIS Sdata application was giving 404 errors, we resolved the errors by  1. The forms authen...

The local Sage teams completed their integration testing on 16th July 2021 and Sage CRM 2021 R2 is on target for a release to the Sage regions on 6th August 2021 R2. The exact release date in your country will be determined by your local Sage team as...

Further to an earlier post on "re-engagement", it is also possible to focus your content based on a particular step in a sales lifecycle. This allows you the opportunity to both build anticipation and possibly cross-sell or up-sell other re...

Sage CRM is easy to use and it's easy to administer as a system. Part of the reason is the excellent documentation available on the Help Centre (https://help.sagecrm.com/) but the product is also covered comprehensively through videos on the Sage...

Problem Details: Sage CRM 2020 R2 is integrated with Sage 300 ERP 2021 (with PU2). Sage 300 2021 PU2 CRM Integration has been installed and synchronizes tables successfully. The issue is that the Sage 300 web screen login appears whenever you create...

Sage CRM is easy to use and it's easy to administer as a system. Part of the reason is the excellent documentation available on the Help Centre (https://help.sagecrm.com/) but the product is also covered comprehensively through videos on the Sage...

Sage CRM is easy to use and it's easy to administer as a system. Part of the reason is the excellent documentation available on the Help Centre (https://help.sagecrm.com/) but the product is also covered comprehensively through videos on the Sage...

One of our partners recently enquired about disabling the license expiration notification. The notification was displayed for all users every time they logged in, this apparently was causing stress I suggested editing the user rights to see the syste...

Hi there, In a previous post we took a brief look at implementing a welcome programme as part of your automated campaign. We also highlighted the importance of understanding your customer sales lifecycle. At this point you will be in a position to st...

Sage CRM is easy to use and it's easy to administer as a system.  Part of the reason is the excellent documentation available on the Help Centre (https://help.sagecrm.com/) but the product is also covered comprehensively through videos ...

A welcome programme is an automated set of activities that are designed to guide a prospect through the initial phases of interaction with your organisation. Remember, at this point the individual has agreed to sign up for more information and has th...

Next up - Change the Sage 300 user credentials on Sage CRMWith this step we will be setting up the user credentials in Sage CRM to connect to the Sage 300 WebApi. This is an important step and should be done before trying to sync tables or any other ...

The next step in our integration is on Sage CRM. We need to make sure that we have setup our link to Sage 300 for the connection to pull data from the WEBAPI as well as display the new web screens in Sage CRM. Master article can be found Sage 30...

The "Talking CRM" podcast episodes are a must-hear for any Sage CRM enthusiasts, interesting topics, and great conversations.   The Sage CRM podcast series ‘Talking CRM’ - the most consistently seen product on the Sage Thought L...

The next step is installing the integration component on Sage CRM side. This is required as CRM needs to communicate with Sage 300 and will also add the menu's in Sage CRM under the administration menu in Sage CRM. The integration comes in 2 part...

In a previous post we took a look at a hypothetical customer lifecycle and mapped 4 stages that the customer (generally speaking) could move through. Unfortunately for email marketers however, the customer journey is rarely quite as linear as that! W...

"Q: What is the most important objective for email marketing in the coming year and why? A: Timing emails with content that is relevant to where the prospect/lead is in the sales cycle."*   Every business has a different customer and...

We received a case where a customer wanted to configure Quick Find to return the result of a search on a custom field that was added to the Company entity. When a user searches through the entities it can only display a maximum of 30 results based on...

With any integration there are more than just 1 system to look at. In this case we have to make sure that Sage 300 is "ready" to integrate with CRM. We can do this by going through various steps to see if the integration on Sage 300 system is set up ...

This article will serve as a multiple part article on the most common troubleshooting tips for Sage CRM to Sage 300 integration. It will be released in stages and this main article, the roundup article, will be updated with links to the relevant step...

It happens on occasion that CRM creates cases with duplicate Case Reference numbers, especially when using SOAP integration and pushing bulk cases to CRM. This can be avoided by making a small change in the Stored Procedure that gets used to generate...

Implementing automated marketing into your campaign is a decision that has to be carefully considered. The benefits in terms of increased ROI are tangible and real (if done correctly), however there are considerable challenges. These include aligning...