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Running a business in 2023 is hard, and 2024 could be a challenging year. The world is ever-changing, and many business owners feel anxious and stressed. Sage CRM, especially when integrated with Sage accounting products, is a vital tool for thousan...
Across 3 episodes, we talk with Quirijn Kleppe, Head of Product & Growth at Leadinfo, a product that helps companies identify web site visitors in real-time & add insight to support CRM activities.
In this episode we talk to Quirijn Kleppe f...
My colleague, Jeff Richards & I, got around to a "chat over a long drink" a while ago. We ended up talking about the important role our reseller partners can provide in doing 'good CRM' for customers. I recorded the chat, initia...
We recently had a case where the BP was getting a IRL Rewriter error upon installation upgrade of CRM 2023. They would login to CRM and get the interactive dashboard not loading. Suddenly after the Apache Tomcat Service would stop and therefore all ...
Sage CRM is a powerful tool that can help businesses of all sizes plan, execute, and track their marketing campaigns. It provides a central repository for all your campaign data, such as target audience, goals, budget, and timeline. It makes it easy...
Delving deeper into the Sage CRM tool, it is worth taking time to consider what to automate. A pragmatic approach, prior to engaging in any vendor or product research.
You could start with an "action & outcome" list to identify triggers...
The Quick Find feature in Sage CRM is a powerful search tool that allows users to quickly and easily find information in their CRM system.
Powered by Apache Solr, Quick Find can search across all of the data in your CRM system, including custo...
We recently received a case where the user wanted to disable the 'click to dial' functionality associated with phone numbers.
Here is a workaround for that:
1. Under .. wwwRoot/js/Custom folder > create a .js file and add t...
The Sage CRM REST API can be used to create a Task Communication. This involves inserting two records into the database: a communication record and a comm_link record.
The comm_link record is a secondary entity that links the communication (task) wit...
Moving Sage CRM from HTTP to HTTPS and how to renew SSL certificates.
This last month we had a couple of BPs that ran into issues with their CRM instances not promoting suddenly. Only to find that the SSL had expired on the server.
Logically o...
Research indicates that our customers often have as much as 70 per cent of their buying decision made before they speak with our business partners. In fact, the reality is in some of you may know more about the Sage CRM product than their business pa...
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Anthony Lipshitz, Director at Sage CRM specialist, Astech, in Johannesburg, South Africa.
In this episode we continue on the idea of cross-departmental problem ...
In today's fast-paced digital landscape, small and medium-sized businesses (SMBs) need reliable and flexible solutions to accelerate their digital transformation journey. Recognizing this, Sage, a leading provider of business management software...
Sage CRM 2023 R1 introduced a new feature called the Narrative Tab. It is accessible in the Company tab menu and provides a summary of company data and relationship information in the form of a blog-like narrative. The reading time of the summary wi...
When working with Sage CRM's APIs you may experience "strangeness" when interacting with person details. This is "strangeness" could be when you directly edit phone and email details and every thing seems to sa...
We recently had a case where the BP was wanting to integrate Sage CRM 2022 R2 with Sage 300 2021. They had various issues before contacting us. At first they believed the integration component was not the correct one. So they requested where to downl...
We want Sage CRM to be deployed in any way that our customers need. We have been working to make sure that - beyond the powerful core features - we provided application programming interfaces (APIs) that are open, standard-based, and free to develope...
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Anthony Lipshitz, Director at Sage CRM specialist, Astech, in Johannesburg, South Africa.
In this episode, Anthony talks about how CRM can not only be quickly i...
Getting front-to-back-office integration in place really does help companies to reduce costs and improve the customer experience. For Sage CRM and the back-office products it works with, integration can be deployed using minimal consulting resource a...
Customers can manually update the version of Tomcat installed with Sage CRM.
Sage updates software components due to functional changes or due to security requirements. Sage has tested and approved the Tomcat versions supplied with Sage CRM. &n...
Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Anthony Lipshitz, Director at Sage CRM specialist, Astech, in Johannesburg, South Africa.
In this episode, Anthony talks about their first foray into Sage CRM b...
Recent conversations with some of our business partners - those that sell Sage CRM to our customers - suggests they are still finding some of their customer's back office (finance systems) remain unconnected to their front office (marketing, sales &a...
Across 3 episodes, we talk with Zainab Salihi, CRM Practice Leader, from BAASS Business Solutions and their customer Dennis Donovan of Belmont House, a charitable, non-profit, home for seniors offering long-term care and retirement living, both of wh...
Sage is working to make sure that Sage CRM has APIs that are open, standard-based, and free to developers and ISVs. Sage wants the Sage CRM APIs to be used to integrate Sage CRM with Sage Accounting Products and become part of an ever-expanding ecos...
