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Sage CRM Podcast Series – with Dan Cousins Ep.1

Jeff Richards (head of Sage CRM training and development) and David Beard (Sage CRM Principal) have a podcast series wherein they interview a handful of Sage CRM partners from around the world. I (Dan) was one of the individuals they choose to interview.  The series is broken up into 3 parts. In the first episode, it is mainly an introduction to me, how I got ...
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Scorecards for Qualifying Opportunities

When managing opportunities, we often have a workflow rule that forces the user to type in why the opportunity is qualified.  One of our industrial sales clients took this a step further by providing staff with scorecards that prompt the user to answer a series of questions – and get a decent score – before they can progress the opportunity along.  https://youtu.be/myAOx5SbXlg
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Staying on top of Critical dates

This video illustrates how we can manage key ‘must-do-items’ using Sage CRM’s dashboarding features to ensure nothing slips through the cracks. https://youtu.be/aa9kKWGEnds
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Client Interview Series – SmithCraft

In this candid interview with Nicole from SmithCraft signs, we start with why CRMs sometimes get a bad rap but then get into her experiences over the past 4 years in evolving her system. https://youtu.be/59-eVh-GpRY
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MOTM March 5th – Silver Sponsor

My CRM Manager is a Silver Sponsor this year at the annual “Meeting of the Minds” convention on March 5th. It is (of course) a virtual convention this year and we will have a booth representing ourselves as well as both Greytrix and CRM Together. With Greytrix, we work closely with them to constantly improve the GUMU™ for Sage 100 CRM.  Through February, March, and ...
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Advanced Lead Management

Normally, we connect a lead in Sage CRM to just a single company and to a single person.  But what if you have multiple companies associated with a single lead?  Using our Advanced Lead Management utility, you can create as many people or companies from a lead as you require.  Whatever happens to make sense to your organization!  https://youtu.be/68H8WGz9uz4
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Leads in Sage CRM – What does it mean?

The expression ‘Lead’ means different things to different people, sometimes it is used to label a company (or person) and other times is it used to describe the early stage of a Sales opportunity.  Within the Sage CRM application, the expression Lead is used to define unqualified data that needs to be qualified. I have had this conversation 100s of times, and it can still ...
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Sage 300 CRM – Creating a Quote or Order

Sage CRM users can create a Sage 300 Quote or Order within Sage CRM.   Not only do they not require a Sage 300 license for this feature, but it means everything related to the transaction can easily be found. A profile of opportunity, any documents, any communications – and the Quotes and Orders all in the same location. The Sage 300 integration has a lot ...
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