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  • Using CRM to win and increase operational effectiveness

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    By our guest blogger, Basil Malik, who started working with CRM systems in the health insurance industry. He turned his interest into a passion when he was introduced to Sage CRM. Leading the CRM practice at Blytheco, Basil works with the small and m...
    • 17 Feb 2022
  • How to choose the perfect CRM solution for your business - part 5

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    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...
    • 10 Jan 2022
  • | Sage CRM Podcast | A session with Nick Rainbird of Rainbird Business Solutions | Ep. 3 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    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 implem...
    • 6 Jan 2022
  • How to choose the perfect CRM solution for your business - part 4

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    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 ...
    • 25 Nov 2021
  • | Sage CRM Podcast | A session with Nick Rainbird of Rainbird Business Solutions | Ep. 2 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    Across three episodes, 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 episod...
    • 10 Nov 2021
  • How to choose the perfect CRM solution for your business - part 3

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    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...
    • 28 Oct 2021
  • Price objections and sales coaching - more from Peri Shawn

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    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...
    • 28 Oct 2021
  • | Sage CRM Podcast | A session with Nick Rainbird of Rainbird Business Solutions | Ep. 1 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    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 partne...
    • 20 Oct 2021
  • | Sage CRM Podcast | A session with Ken Schmidt of s5CRM | Ep. 3 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
     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...
    • 13 Oct 2021
  • How to choose the perfect CRM solution for your business - part 2

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    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...
    • 29 Sep 2021
  • | Sage CRM Podcast | A session with Ken Schmidt of s5CRM | Ep. 2 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    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 just anoth...
    • 22 Sep 2021
  • | Sage CRM Podcast | A session with Ken Schmidt of s5CRM | Ep. 1 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    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,...
    • 31 Aug 2021
  • How to choose the perfect CRM solution for your business - part 1

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    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. ...
    • 19 Aug 2021
  • | Sage CRM Podcast Series | A session with Amanda Markham from Ethosystems | Ep. 3 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    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...
    • 3 Aug 2021
  • | Sage CRM Podcast Series | A session with Amanda Markham from Ethosystems | Ep. 2 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
      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 ...
    • 14 Jul 2021
  • | Sage CRM Podcast Series | A session with Amanda Markham from Ethosystems | Ep. 1 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
       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...
    • 24 Jun 2021
  • Can we talk about spreadsheets (again)?

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    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...
    • 16 Jun 2021
  • | Sage CRM Podcast Series | A session with Marc Reidy from CRM Together | Ep. 3 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
       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...
    • 2 Jun 2021
  • | Sage CRM Podcast Series | A session with Marc Reidy from CRM Together | Ep. 2 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
      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...
    • 19 May 2021
  • How to Get Things Done With CRM in 5 simple steps

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    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...
    • 12 May 2021
  • | Sage CRM Podcast Series | A session with Marc Reidy from CRM Together | Ep. 1 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    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...
    • 21 Apr 2021
  • What you get when you move data from spread sheets to CRM?

    David Beard @ Sage CRM
    David Beard @ Sage CRM
    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...
    • 14 Apr 2021
  • | Sage CRM Podcast Series | A session with Dan Cousins from My CRM Manager | Ep. 3 |

    David Beard @ Sage CRM
    David Beard @ Sage CRM
      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...
    • 19 Mar 2021
  • Five key roles that drive an excellent customer experience

    Five key roles that drive an excellent customer experience

    David Beard @ Sage CRM
    David Beard @ Sage CRM
     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...
    • 16 Mar 2021
  • The CRM Connect Magazine: A new publication from CRM Together

    Sage CRM
    Sage CRM
    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...
    • 16 Mar 2021
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