Sage CRM

04/12/19

Reading Time: 3 minutesI have worked in sales for over 20 years and in each business, I have worked, there has always been a CRM in place (apart from one, but we will

28/11/19

Reading Time: 4 minutesAs businesses grow, the numbers of systems they use can also grow, sometimes at an exponential rate. Each team will normally have their own procurement cycle and unless they have

26/09/19

Reading Time: 4 minutesWhen people refer to CRM, they usually speak highly of it. Boasting about how CRM helped them improve business relationships, productivity, sales management and so on. But how does a

03/10/18

Reading Time: 4 minutesCRM – What is it? CRM stands for ‘Customer Relationship Management.’ This approach is used to allow a business to manage their client interactions, all in one place. This is

25/06/18

Reading Time: 4 minutesOur friends at Sage offer a powerful CRM tool for managing your businesses needs. Sage CRM provides solutions for automating processes using powerful workflow rules, capturing and maintaining information accurately

29/05/18

Reading Time: 4 minutesThe new GDPR regulations taking effect in May 2018 can pose challenges for companies both in getting ready and remaining compliant post-implementation. With that in mind, there are some shiny

29/01/16

Reading Time: 3 minutesCRM Dashboards can be incredibly useful to all kinds of CRM users. Whether you like to control cases, look after leads or even just see what you have on your

31/12/14

Reading Time: 4 minutesHave you ever needed to get a list of all addresses, phone numbers or emails in Sage CRM? Maybe when sending Christmas Cards, Christmas Gifts or Christmas Opening Times? (You’ll

24/12/14

Reading Time: 2 minutesChristmas is stressful enough without having to spend hours pulling together spreadsheet after spreadsheet. Plus that is time you could be spending Christmas shopping! Building your Christmas card list is

08/12/14

Reading Time: < 1 minuteOne of the great things about Sage CRM is that it is customisable to fit in with your company, and it’s really easy to do! To add your logo you

08/12/14

Reading Time: 2 minutesWhy not add to your CRM customisation by adding your logo to the main login screen. Make your Sage CRM fit in with your company by making the login screen

08/12/14

Reading Time: 3 minutesSage CRM entity mapping can be used to make data input easier. What would be more annoying than going entering details for a lead to then have to enter them