Introduction to the Redesigned Integration Between Sage 300 2019 and Sage CRM Are you currently a Sage CRM user? Is your Sage CRM system integrated to Sage 300? If yes, we highly recommend that you upgrade to the latest version of Sage 300 and Sage CRM. There are a lot of great features that are now available to you in the redesigned integration between Sage 300 version 2019 and Sage CRM. Let’s look at some noteworthy changes: The portal has been retired - The old portal that was used to integrate Sage 300 with Sage CRM has been retired. It was built on technology that Google released 10 years ago but stopped supporting over 5 years … [Read more...]
Turbocharge Your Email Marketing with the Sage CRM and MailChimp Integration
In our last Sage CRM blog article, we talked about how you can use the Outbound Call List feature in Sage CRM to keep track of your call campaigns. Today, we are going to talk about how you can use MailChimp campaigns in Sage CRM to communicate with your leads or customers. Here’s how you get started: Step 1: Setup a free or paid account (depending on your needs) at www.mailchimp.com. Once your account is active, navigate to the icon on the top right and click on Account. Then click on Extras, and API Keys. Follow the steps to create a key. Once you have a key, copy it somewhere that you can easily get to, so you can use it in … [Read more...]
CRM Software: Discover How To Use Outbound Call Lists in Sage CRM
Preview how Sage CRM Software Supports Your Outbound Marketing Strategies Today we are going to focus on an outbound marketing tool that is available to you in Sage CRM (outbound call lists). Here are a few ways you can use this Sage CRM feature - to cold call leads, reach out to customers with an important message, gauge customer satisfaction or re-engage with customers who haven’t bought anything in the last 3 years, etc. The Outbound Call List Feature in Sage CRM makes it easy for you to setup your outbound calling campaign. Please follow the steps below to setup your outbound calling campaign in Sage CRM. Here's how you get … [Read more...]
Sage CRM Basics: Introduction to Sage CRM Dashboards
New to Sage CRM? If you are new to Sage CRM, the first thing you will do when you login to Sage CRM is feel your way around. To help make this process easier for you, we would like to share a few tidbits from each of the different navigation buttons on the header of Sage CRM. In this blog article we will focus on Dashboards. Sage CRM Dashboards Dashboards - When you first log into Sage CRM you will see the Welcome Dashboard. This Dashboard is chockful of great resources to help you figure out your way around Sage CRM. We highly recommend that you take some time to review the links. Note: Don't miss the … [Read more...]
Marketing Strategy: Make a Great Impression Every Time You Communicate with Your Leads and Clients using Sage CRM.
Use Sage CRM to get up to speed fast and to put your best foot forward every time Most marketing and sales gurus say that generating recurring business from existing clients is easier and cheaper than pursuing new business from new clients. While engaging in both these activities is important, do you know your ROI on your client retention and client acquisition activities? Here’s what the experts are saying: Companies focus on acquisition more than customer retention, even though it can cost 7x more to acquire new customers. Kissmetrics Blog Article. According to Bain and Co., a 5% increase in customer retention can increase … [Read more...]
How Does Sage CRM Software Perform Against the Top 5 CRM Trends for 2016?
What is CRM? CRM stands for client relationship management. It includes all the strategies, tools, and processes of a business that are utilized to manage client relationships. A CRM system allows you to electronically file and keep track of all your important client communications so that your clients become the core of your business. We recently came across an article outlining the top 5 CRM trends for 2016. After reviewing the 2016 CRM trends, we decided to put Sage CRM to the test. Here is what we discovered: First Trend: Content The article highlights that consumers’ demands for in-depth information is ever-increasing, while their … [Read more...]
