Talking about Customers

Implementing the System What is the best way to make the implementation process a smooth and successful one? Consider the following guidelines: Create a blueprintTo smooth the implementation process create a 'blueprint' of your CRM related bu...

 In this episode, we talk to Nick about the practicalities of running a front & back office project in parallel, the models he follows to ensure everyone is on the 'same page' when implementing & Nick shares customer stories on how they...

Select a System That's Right for You Now that you've evaluated a number of possible solutions, its time to make a decision. Consider the following when selecting a software vendor: Interview the resellers before the demo Familiarise yourself ...

  In this episode, we talk with Nick Rainbird, of Entegraty Rainbird Business Solutions who specialize in SageCRM consultancy, implementation, and support services to both the Sage business partner and Sage customer community. In this episo...

Planning the Project Involve the Right People The decision to choose a specific CRM solution should be delegated to a core team of individuals to serve and represent the functional needs of various departments. This requires full cooperation and coll...

If you are like most sales managers, your salespeople regularly hear price objections.  If this is the case for your team members, you can help them sell more by getting into greater depth about what happened during their price objection sales c...

  Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Nick Rainbird, of Entegraty Rainbird Business Solutions who specialize in SageCRM consultancy, implementation, and support services to both the Sage business...

 Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Ken Schmidt from s5CRM.ca, based in London, Ontario, Canada. In this, the third & final episode, Ken explains how his latest product, S5Maps, is m...

Step 3: Planning your CRM project Involve the right people The decision to choose a specific CRM solution should be delegated to a core team of individuals to serve and represent the functional needs of various departments. This requires full coopera...

   Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Ken Schmidt from s5CRM.ca, based in London, Ontario, Canada. In this episode, Ken explains how his latest product, S5Maps, is much more than ju...

Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Ken Schmidt from s5CRM.ca, based in London, Ontario, Canada. In this episode, we talk to Ken about his entry into the world of Sage CRM back in the early 2000s...

When it comes to Customer Relationship Management (CRM), it’s important to understand all the benefits of an integrated solution before beginning your selection process. This blog post will help you make the best purchasing decision possible. ...

Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Amanda Markham, CRM Director for Ethosystems who specialize in delivering CRM and accounting solutions into the construction and related industries. In this episod...

  Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Amanda Markham, CRM Director for Ethosystems who specialize in delivering CRM and accounting solutions into the construction and related industries. In this ...

   Across three episodes, Jeff Richards and David Beard from the Sage CRM team talk with Amanda Markham, CRM Director for Ethosystems who specialize in delivering CRM and accounting solutions into the construction and related industries. In...

Do you love spread sheets? You should as they’re a great tool for businesses. You can use them to create budgets, to build lists and to generate reports. But ... No matter how skilled or creative you are with spread sheets, they can only a...

   Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Marc Reidy, Founder & Owner of the global ISV provider CRM Together. In this final episode, Marc thinks out loud about the future trends he sees...

  Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Marc Reidy, Founder & Owner of the global ISV provider CRM Together. In this second episode, Marc talks about how he chose the path or, rather, h...

Do you use customer relationship management (CRM) software to Get Things Done? Getting Things Done (GTD) by David Allen is a business productivity approach. The 2002 book provides a time management and productivity strategy to accomplish more wi...

Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Marc Reidy, Founder & Owner of the global ISV provider CRM Together. In this first episode, Marc talks about how he started with Sage CRM, the shared experie...

Do your sales and marketing teams use spread sheets to manage their data? Do you sometimes wonder if the information in all of company's spread sheets is up-to-date? Would you like everyone in your team to be able to collaborate on the up-to-da...

  Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk to Dan Cousins, President of a long term Sage CRM specialist, My CRM Manager, based in Toronto, Canada. In this episode, Jeff picks up on the idea of...

 To borrow & re-purpose a phrase: "It takes an entire company to deliver an amazing customer experience." For some years now, the narrative has been constant: The new barometer of business success is customer experience.  The...

The Dublin based Sage CRM developer 'CRM Together' has collaborated with other partners to create a new magazine that includes advice, observations, case studies and a customer's story embarking with Sage CRM.  You can read mor...

https://youtu.be/wLqt6srn9Xw The Sage CRM eLearning resources are a great resource for partners and customer alike. These are free short recorded lessons, that cover every single topic within Sage CRM. You can find these on the Sage CR...