Tag Archives: featured

The Powerful WYSIWYG field within Sage CRM

We all know how important visual cues can be.  In our Sage CRM instance (and others) we have added the ability to drop images onto the Case Summary screen.  This is the Sage CRM function we use to manage support tickets that flow between our project managers and the technicians.  If you didn’t know this possibility existed, well now you do.  And you can use your imagination for how a WYSIWYG field could improve your processes within Sage CRM.

This WYSIWYG feature was created by CRM Together and made available to everyone in the Sage CRM community via their open-source program.

GUMU™ Sage 100 CRM

Of all the CRM to 100 integrations out there (Sage 100 to SFDC, Sage 100 to MS-CRM, etc.), the integration between Sage 100 and Sage CRM is the best/deepest. Below is a 2-minute user experience video, and on our Sage 100 CRM page, we have a complete breakdown of the functionality, FAQs, etc.

Connecting Sage 100 with Sage CRM means we can provide customer-facing staff with the option to view accounting data and create orders through the Sage CRM interface. This is a fully bi-directional solution where users can have access to Sage 100 data wherever and whenever they log into Sage CRM.

How To Sage CRM: Finding Secondary Entity Data Quickly

If you have had any exposure to Sage CRM at all, then you know how easy it is to look up data using either the Quick Find feature of any of the standard FINDER screens. 

But what about the data that is typically trickier to look up globally such as Addresses, Documents, or Phone Numbers?  We have a solution for each of these three lookups outlined on the Customizing Sage CRM page of our website.  Below is a 2-minute video overview.

Sage CRM Advanced Outlook Integration

Accelerator is the advanced integration with MS Outlook. We use Accelerator in almost all our projects. It has a massive impact on user adoption as it makes using Sage CRM much easier.

The recently updated ‘Accelerator’ page on our website breaks up the key functionality of Accelerator into digestible chunks.  

Demonstrations of Accelerator can be provided on request and an extensive user guide can be downloaded from the bottom of the page.

Accelerator Update

Sage CRM Communication Tracking and Statistics

Sage CRM is great for tracking our interactions (Communications), and now we can display how long it has been since a communication record was created under a Company, Case, Opportunity, or lead. 

Our communication statistics code shows you if there are communications, how many, and how long.  This is great when you are looking at a Summary screen in CRM, but also consider using these values in a dashboard.  For instance, a gadget showing your sales staff all their ‘A’ level accounts that haven’t been contacted within the last 90-days.  100% do-able.

Communication Statistics B

Clients with this code can choose from different ways to measure the key statistics.  Some companies want the values to reflect when a communication was created, others want the ‘Date Last Comm’ to reflect the scheduled date, and still, others want it to show when the last communication was created or edited.  When setting this up we can also set it to exclude certain communications, such as communications created automatically from a workflow or esclation rule.