Sage CRM – Tips, Tricks and Components
We are all aware of the Sage CRM‘s Communications module and the various features that are readily available to manage and maintain the Customer relationship. The flexibility of managing not only external communication activities with Customers but also utilizing the system in managing the internal communication with CRM users of the organization has made the… Read More »
Communication is an integral part of any Business to manage and maintain Customer relationship. Sage CRM’s Communication module has made it an utmost priority to help the users record and manage communication activities from and within CRM with an ease. Not only with the Customers but the communication module has helped the users to communicate… Read More »
In Sage CRM, by default URL fields added to an email template will not be hyperlinked. If an URL entered in a text field is added to an E-mail template, it appears as plain text. A hyperlink will not be added unless a user edits email after selecting a template. In this blog, we will… Read More »
During the creation of E-mail templates in Sage CRM, some fields may not be available in the ‘Choose Field to insert into the E-mail list‘ drop down list. In this blog, we will explain how to insert those fields into an E-mail Template. New Stuff: Editing the look and feel of Summary Reports and PDF Reports… Read More »
Sage CRM’s communications module has helped to manage all the business activities from and within CRM. The flexibility of integrating CRM with Outlook, Exchange server, Office 365, Classic Outlook etc. has increased the beauty of handling communication activities along with the customer management within a single system. People working with CRM can easily manage their… Read More »
In our previous blog, we have explained how to enable exchange Integration in Sage CRM and set up Application Impersonation in Office 365. In this blog, we will explain configuration settings within Sage CRM. Related Post: Integrate Sage CRM with Microsoft Office 365 Part-1 Connect Exchange Server through Sage CRM: Log in to Sage CRM.… Read More »
Sage CRM Integration with Microsoft Office 365 automates data synchronization between Sage CRM and Exchange server. Integration syncs appointments, tasks, and contacts from Sage CRM to Office 365 and vice-versa. Many companies are now moving to cloud-based email solutions and they have implemented Office 365 as an email system. When Sage CRM integrated with Classic… Read More »
We Know MailChimp is one of the most useful at the time of Mass Email Sending for Marketing. As we know using MailChimp integration with CRM, we can send emails via group, however in group of company or person there are duplicates of mail address of persons and companies. One of the new feature in… Read More »
In the year of 2019 Sage has come up with two latest release of Sage CRM (2019R1 and 2019R2) which includes new features to help the organization’s front office. The issues which were addressed by end users like custom entities workflow and navigations, Report, Mail merge and many more are been solved in the latest… Read More »
One of the best feature available in Sage CRM is Email functionality. Sage CRM Email Integration allows users to send and receive emails directly in CRM by configuring SMTP and POP details in CRM. Users can then easily process these emails by taking necessary actions such as logging a Ticket, creating an enquiry or so… Read More »