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 Mail…
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 whom…
Talking CRM 2022, a day long free virtual conference dedicated to Sage CRM.
The event was an opportunity for customers and partners alike to learn more about the business advantage of Sage CRM. Talking CRM 2022 kicked off on Tuesday 27th September 2022…
Hi we are having an issue with our Sage CRM and promoting to Sage 300.
We haven't used this function before resulting in a lot of duplicate customers being in CRM. This is because we have them entered as prospects and then we sent them up as actual…
Join the Biggest Virtual Sage CRM Summit - 5 May 2021, 10 am-4 pm UK time.
Learn more about the biggest Sage CRM Conference of 2021! T rends and insights to help boost your business growth & thrive beyond the current pandemic. Sign-up here: www.engagez…
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 'explaining using pictures…
A collection of bi-weekly chats featuring David and Jeff talking to Partners about what Sage CRM can do for small and medium businesses. In this episode , Mark Engelberg from Timelinx joins us to talk about the intersection of CRM, accounting & project…
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 come this year.
There's a new podcast. from the Sage CRM team, that references Sage CRM in action with Sage 100, 300 & further afield. This series, Talking CRM , will be available on the Sage Advice Podcast site every two weeks. I, along with my colleague Jeff Richards…
As mentioned in the previous post, at this point in this series we are going to do a quick "refresher" on some of key messages around integrated email marketing, take a quick look at some key in-product screens before analysing the demo data.
Why integrated…
When the figures from your campaigns start coming back, it is inevitable that ROI discussion will be a central topic, particularly with senior management. While it would be foolish to diminish the importance of ROI (particularly with those who are providing…
An equally important part of the analysis phase of email marketing is to undertake a review of the campaign performance. This is from an organisational and delivery perspective, metrics don't really play a part in this process.
With this in mind, it…
Further to the previous post introducing email marketing metrics, this week we are going to take a look at the principles surrounding the top 3 - clickthrough, open and deliverability.
Clickthrough Rate:
The most tracked email metric is click-through…
Choosing your metrics is an important decision for your company to make, however you must also keep in mind that many variables come into play that may not be reflected in the figures themselves. This key point was made recently in the blog "Email Marketing…
At this point in the email marketing programme cycle, you will hopefully have sent your first campaign! You may or may not have chosen to implement automation as part of this process; regardless it is vital now that you have built in some time to do the…
Hi there,
In a previous post we took a brief look at implementing a welcome programme as part of your automated campaign. We also highlighted the importance of understanding your customer sales lifecycle. At this point you will be in a position to start…
A welcome programme is an automated set of activities that are designed to guide a prospect through the initial phases of interaction with your organisation. Remember, at this point the individual has agreed to sign up for more information and has therefore…
In a previous post we took a look at a hypothetical customer lifecycle and mapped 4 stages that the customer (generally speaking) could move through. Unfortunately for email marketers however, the customer journey is rarely quite as linear as that!
…
"Q: What is the most important objective for email marketing in the coming year and why?
A: Timing emails with content that is relevant to where the prospect/lead is in the sales cycle."*
Every business has a different customer and sales lifecycle…
Implementing automated marketing into your campaign is a decision that has to be carefully considered. The benefits in terms of increased ROI are tangible and real (if done correctly), however there are considerable challenges. These include aligning…
In the previous post we looked at 2 simple tips for improving your list growth, today we look at 2 further areas to consider:
Make your subscription process easier to use
Make sure you don't ask for too much information
Make it easy to use …
We are going to continue where we left off just before Christmas discussing Email Marketing List Growth and Management - List Growth .
In this blog we will cover
Making your sign-up process easy to find in the website
Incentivising the prospect…
Many of our customers have been using our products for years. Yet these customers' business may have evolved - perhaps through growth, maybe through a change in strategic direction, even changes in compliance or similar. Change also comes from younger…
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…