Hi All,
What would be (if possible) the best way to have CRM automatically send an email out to a set address when someone:
Reassigns an opportunity
or
Changes the status and stage on an opportunity?
This would be going to the same email address…
Hi
Many moons ago, setting up emailing from CRM was easy. Most people used Internal SMTP and it worked. I didn't because I felt that was only good for demo purposes. I used CDONTS. All that required was installing SMTP service in Windows and then configuring…
When emailing customers invoices, reports, statements or letters it would be very useful if the report designer could give the functionality to to add a new entry in the customer communications log stating which report, invoice or letter has been emailed…
Moving on from our previous post , let's talk about lifestyle modelling.
There are a number of ways in which you can use the data that you hold on your customers to build up a more accurate picture of the type of lifestyle and habits they are likely…
Moving on from our last post on basic profiling, let's look at increasing the sophistication.
A powerful way of segmenting your database is to look at 'click behaviour' as well as browsing or purchase history.In comparison to profile based segmentation…
The previous post looked at sources of data - 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…
The previous post looked at setting objectives - 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…
The previous post looked 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. If you are…
The previous post talked about thinking & setting key performance indicators (KPIs) - 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…
Building on my previous blog entry, let's take a look at what the steps in your email marketing programme mean in a little more detail.
Strategy
A consistent & long-term strategy is essential for successful email marketing. After all, if there is…
Hello,
Is there any method to make CRM send an email/report to all users on CRM every morning that lists all the communications assigned to them for that day?
I figured an escalation rule with an email, but if I put on communication fields, I'm…
We are using to SAGE CRM 200 since 2016 and it was reported that the product will support Outlook and calendar. Among this two years of time sage is not able to provide a 64 bit outlook component Which can synchronize our MAIL and CALANDER data.
It…
Good Morning!
One of my customers has Sage 200 CRM 7.3 SP3 and has recently, repetitively, had an issue when putting communications on (specifically emails). It seems to triplicate the records. The three records were created the exact same time(second…
Hello,
We have Sage CRM 7.3 SP3. When clicking the Send Order/Quote button, the system forces the merge to use the "Quick template". We have different sales teams, who use different merge templates, so we can't use quick templates. When you click Merge…
Hi,
We are using 2012 (Sage 300 Premium ERP) (Build 5) (Product Update 5) and CRM 7.2b updated to h. Both synchronization and importation of contacts was successful, the issue comes about when trying to update any field in company or persons. CRM returns…
Hi,
In a VAd supplier company want to monitor their quotation process as follow.
If they have a end user(C) who communicate two re sellers let say A and B for the same product quotation of two different sales person X and Y.They process the quotaion…
Hi,
I am trying to setup a Workflow rule for Cases where if the customer does not answer the phone, when we set it to Called - No Answer, it would automatically send an email to the customer to ask them to call back. I have tried putting the To address…
Hi,
Having an issue with emails attaching to our sage crm, in the log file it has the following:
2014-11-04 11:03:16.759> **************************End of RulesScript.******************* 2014-11-04 11:03:16.759> **************************about to…
Hi,
New to the forum, just after a bit of help in regards to using Outlook to send emails and getting them to attach in CRM. I'm experiencing the error message below which I have no idea about when going to the communications tab to see if the email…
When you send an email from within CRM to an email address that does not exist in CRM you get the following warning:
"The following e-mail address(es) have not been located in CRM. If you want to continue to send this e-mail, click Send Anyway. If you…
We utilize the Send Reminder Message (Email) in our Communications Tab. In the escalation field we have updated this email reminder message to be more eye appealing and would also like it to contain more company and contact information.
I would like…
We are just in the process of setting up CRM emails through sage, however I have just come across an issue when trying to send a test email to an email group. The error shows the following:
E-Mail blast creation failed GET failed on localhost:10009…
Hello,
I am looking to integrate the creation of new quotes from the opportunity workflow (or other workflow). Also in this, I would like to be able to directly send an e-mail that includes the quote information, pricing, items, etc. I am currently…