Talking about Customers

https://youtu.be/6gYAwNhTWwA An occasional video blog covering the world of CRM, with wide ranging conversations - technology, commercial and psychology from David Beard, Sage CRM Principal, and Jeff Richards, Head of Training Program Development fro...

 "It is the users who ultimately make or break the implementation and it is the users who must make an implementation a success. So, how does your organization get users to buy in and use the system as management has requested?  W...

A couple of years back, we had author Peri Shawn write a piece for us.  Reading back over it again this week, I thought the messages as valuable (perhaps even more so?) now & figured it was ready for another outing. Technology has changed th...

In this episode, Mark talks further about Sage CRM & TimeLinx in use around the world and stories of return on investment for customers on Sage 50, Sage 100, Sage 300 and Sage X3 ..  We hope you enjoy this & the many more to ...

In this episode, Mark talks about the technology of Timelinx, how it works with Sage CRM and how it is put to use inside any business.  We hope you enjoy this & the many more to come this year.

If you are implementing a new CRM tool, then you will want the best from your investment. A CRM tool isn't just about software; it’s about the people that use it and the attitude and culture of the business within which it operates. Well traine...

The first in the series "Talking CRM"  A collection of bi-weekly chats featuring David and Jeff talking to Partners about what Sage CRM can do for small and medium businesses. We hope you enjoy them. In this episode, Mark Engelberg from Tim...

"In my experience implementing Sage CRM systems, the more transparent the system, the more positive the impact on organizational behavior. The very best systems manage processes that can not be done elsewhere which results in ..." https://www.sa...

Are you a new Sage CRM user who wants to get up and running with your new CRM tool? Or perhaps you’re an existing user who wants to optimize your use of Sage CRM? Our Getting Started Video Series shows you how to use Sage CRM to manage and aut...

Businesses have very different sales cycles and operating structures but the customer is at the centre of each and every operation. Investing in a Customer Relationship Management (CRM) solution provides businesses with instant capabilities for autom...

It costs five times as much to attract a new customer, than to keep an existing one. Looking after current and newly accquired customers should be an important focus in these fluid times. Businesses should look to streamline customer service process...

  Are you getting the most from your Sage CRM system? Join us on July 28th 2020 for the Sage CRM User Conference 2020, a FREE, one-day, multi-track virtual conference specifically for Sage CRM users. Our team of expert presenters (includi...

Marketing is often viewed as a discretionary expense by accountants and in tough times, many businesses are tempted to reduce, and in some cases eliminate, their marketing spend. However, businesses that work on keeping their brands alive during thes...

Focused Sales Management Sales are the lifeblood for most companies. Businesses cannot sit still & wait for things to commence, especially when generating revenue continues to be a priority. Even though customers’ current buying behaviour ...

Accurate Business Planning When the growth period returns, it’s not going to be a case of business as usual. Companies will have to work smarter and harder for every bit of revenue they generate. The biggest mistake organisations can make is...

In a crisis, a business can grow and profit by responding to the changing dynamics of the marketplace. Crises tend to stimulate change in people and buying behaviours can shift.  The opportunity is there for businesses to respond to these change...

The current global health crisis has presented businesses with the toughest economic conditions seen for decades. While countries work towards re-opening their economies in some fashion over time while balancing the needs of lockdown to suppress ...

The beauty of Workflow: How it drives Sales Force Automation Last time, we spoke about the overall benefit of workflow across a business. This time, I wanted to draw out a few more ideas on persona specifics inside most business'. To boost your s...

More than ever, it is critical for businesses to deliver a superior customer experience or risk losing to the competition. Manual processes slow down sales and marketing efforts and hamper customer service. So, ask yourself: Does your organization st...

Following on from on previous session, Basil talks about what CRM does for his business [Basil] When I first started, I didn't make the time to do things properly so I didn't gain all the benefits. But, realising I need to be 'eating my own dog foo...

In an occasional series of 'being successful with CRM', I like to speak with Sage partners about their approach to business, how they work with customers to deliver successful Sage CRM installations and what CRM has meant to their own business. In th...

As we come to the close of 2018, I wanted to share just a few of my reflections on this year & give you an insight into the world of Sage CRM in 2019. We continue to gain many new customers around the world each & every month, drawn to the highly f...

Many years ago, I wrote a few pieces on how & where social media interacts with a business' CRM strategy. Across those pieces, I considered how to bring a business strategy in line with employees. Sounds odd, I know, as many would consider the lat...

Previously, we talked to Jon Luning about his experiences as a long term Sage CRM partner. Moving on, we talk about lessons for partner business' when it comes to successful CRM [David] How about PEP - what has working with Sage CRM meant to your...

Every week here at Sage CRM HQ, we take time out to review recent sales to customers. These are both new customers as well as additional seats to existing customers. In the latter category, we saw an additional order from a customer who has been usi...