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CS3 Smart Talk / September 16th – CRM DEEP DIVE!

The good people at CS3 have invited me to be a speaker at their September 16th ‘Smart Talk’ user group meeting.  Super excited to have the opportunity to get to work with Cs3.  But also, the session will cover both Sage CRM and the CRM features within Acumatica. oh boy! If you are a Sage 100 or 300 partner and have a similar type of ...
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User Activity Dashboard

Our User Activity Dashboard is applied with almost every installation of Sage CRM. It provides key indicators related to who is using the system (and not) and how well. It covers the basics of who is creating companies, people, and communications. For communications, it has some slick metrics such as which accounts users have recorded communications under (or not) over a rolling 30-day period.
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Sage CRM

Communication Statistics

Often, clients use Sage CRM to record communications relative to a Company, Person, Opportunity, Case (Job), etc. These can be meetings, calls, emails (in or out), or otherwise. Remember, Sage CRM is fundamentally a communications system. Our Communication statistics code makes it very easy to measure how often (or not) users record these interactions. This image shows fields on the Company summary screen that reflects ...
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Sage CRM v2021 R2 – preview from David & Jeff

In this ‘Talking CRM’ episode from David Beard & Jeff Richards, they provide an overview of the R2 release for Sage CRM which comes out later this summer. Huge and meaningful advancement to the User Experience it the central theme of this R2 release. Sage CRM v2021 R2 was released in North America on August 23rd. This link brings up the release notes.  https://www.youtube.com/watch?v=QJKAiW2DYoM
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How inquiries are managed at MCM

Yes of course we us Sage CRM and we do strive for transparency! All of the companies that we encounter get put into our Sage CRM instance and, when appropriate, we create an opportunity to track their progress. The video below outlines how My CRM Manager tracks these companies and communicates their progress to others. New companies that approach us typically come in 2 forms: ...
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What is Sage CRM? new 2-minute video

We have a new 2-minute video covering the highlights of Sage CRM. We will be using this in youtube ads starting July 14th.  https://www.youtube.com/watch?v=TCyKVS0sBoU
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Sage CRM facts every Sage employee should know!

I recently had the opportunity to provide Sage’s Business Development team with training related to Sage CRM. It went over well, and the best bits I wanted to repost here. You can download the training guide we provided and below are some quick facts that all Sage staff should know. Sage CRM is a communications system used by over 17,000 companies around the world. Sage ...
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How we work with Sage Partners

It is becoming increasingly more common that Sage accounting partners will reach out to us for general product information or for assistance in presenting Sage CRM to their existing customers or prospects. We always try to be helpful regardless of the type of relationship the Sage accounting partner is seeking. The type of relationship typically reflects whether the accounting partner wants to be in the ...
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