Learn about upcoming webinars, tips and tricks, and new features for Sage CRM.
Accelerator (Sage CRM’s advanced integration to MS Outlook) offers a lot of time-saving features when it comes to sending out mailmerge documents stored in Sage CRM. Not just timesaving, but features users will not get without Accelerator, such as merging data with custom entities and merging both a document and an email at the same time.
More videos like this one, including a full breakdown of Accelerator features and functions, are found on this Outlook page of the My CRM Manage website.
Centra CRM’s new Image Gallery utility makes it super easy to view images from Sage CRM. For organizations that use images in their day-to-day, this
Earlier this summer we started promoting a Quick Start Implementation Package for Sage CRM. The idea being, instead of getting CRM doing absolutely everything the
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
Our Adoption dashboard is applied with almost every installation of Sage CRM. It provides key indicators related to who is using the system (and not)
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
In this ‘Talking CRM’ episode from David Beard & Jeff Richards, they provide an overview of the R2 release for Sage CRM which comes out
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