Sage CRM Hints, Tips and Tricks

If you find that you have some time between projects then I thoroughly recommend that you use these few weeks to develop your knowledge of Sage CRM.  Sage has made available a stack of free material that is hosted on YouTube and organised by su...

We looked previously at brand alignment and important consideration on your tactical activities. Let's move on to analysis of your email marketing strategy. An important part of forming your strategy will be to conduct a SWOT analysis. This is a ...

Sage CRM as a consequence of its design is a very customizable system. It is a low code and no-code configurable system. But this architecture that allows system administrators to customise screens and implement workflow with a few clicks and selecti...

This article has been prompted by a customer's questions as they completed a Data Protection Impact Assessment.  A Data Protection Impact Assessment (DPIA) is a process to identify and minimise the data protection risks of a project.&nb...

This time, I am talking about aligning your program with your brand. "Nearly a third of survey respondents (32%) said they have stopped doing business with at least one company altogether as a result of its poor email practices". says Merkl...

This is the fourth article in a short series that will look at how Outlook Plugin installation has changed in Sage CRM 2020 R1. The articles in the series will explain how to Install a certificate on the server. Install a Public Key on the client ma...

A customer asked me about the requirements for licensing their use of MS SQL Server as they know that Sage CRM runs on MS SQL Server. MS SQL Server and the Windows server both need to be correctly licensed. ​This article is my understanding of the is...

This is the first of three articles that explains the new extended support for Nested Mail Merge templates in Sage CRM 2020 R1.  The articles will Introduce nested mail merge Show how to add metadata to enable a new nested relationship Explain ...

This is the third article in a short series that will look at how Outlook Plugin installation has changed in Sage CRM 2020 R1. The articles in the series will explain how to Install a certificate on the server. Install a Public Key on the client mac...

This is the second article in a short series that will look at how Outlook Plugin installation has changed in Sage CRM 2020 R1. The articles in the series will explain how to Install a certificate on the server. Install a Public Key on the client ma...

This post speaks to the idea of assessing KPIs (Key Performance Indicators) in the context of an email marketing programme. Any KPI / metric employed should be business focused, not operationally driven. However operational metrics will help refine t...

This is the first article in a short series that will look at the way in which Outlook Plugin installation has changed in Sage CRM 2020 R1.  In previous versions, the installation of both the classic and lite Outlook plugins was handled using Ac...

I want to share how to customise the time entry list by adding translation. By Time entry list i mean the dropdown list we get that allows us to select the start time and end time for an appointment(scheduling appointment). For eg: by default the opt...

A customer had the requirement to change the display of dates in Self Service. Below is a screenshot from the demo Self Service site that ships with Sage CRM. You can see here that the default dates are shown in format dd/mm/yyyy. The custome...

In this post, we'll take this a step further by looking at goals. The first stage in formulating a strategy begins with outlining the objectives. Ideally, this is aligned to the company strategy and should guide decisions on the outputs you ...

Before Sage CRM 2020 R1 the document drop feature was enabled within Internet Explorer by an ActiveX plugin. ActiveX is an old proprietary technology first developed by Microsoft in 1996. The purpose of ActiveX is to allow applications to share infor...

Sage CRM 2020 R1 introduced several important changes to enhance the integration with Mailchimp.  I wrote about one of these changes in a previous article "Enforcing unique email addresses, Mailchimp improvements and identity matching"...

Have you ever come across a date in CRM that you want to add a month or a day perhaps, but when you try doing that JavaScript gives you an error, perhaps Invalid Date, or the month gets read as a day and day as a month.Certain regions use certain dat...

​On the face of it, one of the changes described in the Release Notes looks to be a very simple update. Quoting from the release notes:  "To ensure that a Person, Company or Lead record being added to the system has a unique email address,...

Sage CRM 2020 R1 represents another confident step on our rolling 3-year Roadmap.  We have been executing very well on our strategy of concentrating on enhancing core CRM features and its capabilities for integrating with Sage accounting systems...

Sage CRM 2020 R1 was released to the Sage operating companies on Monday 3rd February 2020.  The Help Center has been updated with all of the release notes, guides and online help. Help.sagecrm.com should be the first place that you look for hel...

This is the second part of a two part tutorial. You do not need to follow on part 1 for part two to make sense.Part 2 is considered more advanced and should be treated as such as you need to be familiar with CRM's JavaScript classes and functions...

Sage CRM 2020 R1 is due to be released to the regions today, Monday 3rd February 2020.  Each of the Sage OpCo teams will determine when this new version will be released in their countries but you can start planning for upgrades now. You can us...

Sage CRM 2020 R1 has passed the QA process and will be released to the Sage OpCos on Monday 3rd February 2020 . The release demonstrates Sage's continued commitment to the integrated Sales, Marketing and Service modules for Sage Business Cloud sy...

Building on my previous post, let's take a look at what the steps in your email marketing programme mean in a little more detail. Strategy A consistent & long-term strategy is essential for successful email marketing. After all, if there is n...