Sage CRM Hints, Tips and Tricks

Now we move on to segmentation approaches, specifically the three different forms of segmentation (profile, behaviour and lifestyle). Profile based segmentation tends to be the simplest & most commonly used method for segmenting emails. Many peop...

Right, let's now move on to data sets: There are many ways that a database can be segmented but the best place to start is pragmatically marketing your product or service. Segmentation is driven by data and, importantly, be sure you check 'wh...

The previous post introduced the challenges of segmentation. Let's now talk about harnessing objectives. It's vital you set yourself some overall objectives for segmentation. Start by thinking about your business: What the key factors of succ...

When a user is working with a workflow and is escalating from one state to another there are times when the CRM will be interrupted and the workflow rules for a state will not be completed leaving the workflow in a semi-processed state. This can happ...

The Sage CRM Summit is just a few days away now so make sure that you take this opportunity join this free event.  There is a technical and commercial track and it has all the ingredients to equip you to get the most out of integrated Sage CRM....

The previous post was the final piece that looked at strategicc readiness for email marketing. This week we move on to an area of huge importance to the success of an email marketing programme - segmentation. Segmentation is the method by which we cr...

This article is a follow up from Step 5Home article Main This section will handle the Advanced Troubleshooting**Note**Advanced! Should only be tried if you are comfortable with CRM and have backups of your folder structures and databas...

This article is a follow up from Step 4Next step can be found here Step 6 This section will handle the SDATA Handler mapping and Authorization Step 5. Handler mappings and Authorization. Still in IIS verify that your sdata su...

This article is a follow up from Step 3Next step can be found here Step 5 This section will handle the Tomcat/SDATA Redirection  Step 4. Verify your redirection in IIS. Go to IIS and click on the sdata sub-domain under your CRM do...

This article is a follow up from Step 2Next step can be found here Step 4 This section will handle the Tomcat Connection to the CRM SQL Database Step 3. Once Tomcat has been started; it should start connecting to your CRM SQL database with ...

This article is a follow up from Step 1Next step can be found Step 3 This section will handle the Tomcat Service Step 2. Service. If the logs are empty or are not reporting any errors, lets see if the service is running.  When you go ...

This article is a follow up from Round-upNext step can be found here Step 2 This section will handle the Logs of CRM and Tomcat Step 1. The Logs! Where are they and how do we use them. We can use both the CRM logs which reside in [CRM ...

Apache Tomcat is a service that Sage CRM uses to perform functions that handles features in the core app of CRM. Apache Tomcat handles the redirects into CRM from the sdata sub-domain. These redirects are functions like the dashboard, calendar, ...

This is the third 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 how to...

This is the second 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 how t...

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...