Sage CRM

Yesterday, I visited a new building development near where I live. The site is high profile, next to the High Street, and it involved the demolition of existing low-level social housing and the construction of 4 new apartment blocks, again for social...

A Customer was becoming frustrated that after importing company data from another system their users could not see the records.  They were getting the error message "The record you requested has been deleted or you may not have securi...

We're continually evolving at Sage to support our Independent Software Vendors (ISVs) and integrators working with Sage CRM. In 2025, we're reinforcing this commitment through three key initiatives: Expanding the Beta Program: We're fo...

At Sage, we’re always looking for ways to make your experience with Sage CRM smoother and more intuitive. We’re excited to announce a faster way to access all our Sage CRM blog content. Rather than navigating through a long URL, you can ...

As 2024 recedes into the distance and the business of 2025 starts build up, it’s only natural to reflect on the year that was—the highs, the lows, and everything in between. For me, the biggest highlight of the year was undoubtedly attend...

It’s the perfect time to commit to growth and connection as we enter a new year. This year, why not resolve to be more than just a passive Sage CRM online community member? Make it your mission to actively engage in discussions, share your ins...

Sage CRM is a powerful tool that helps support teams manage customer interactions, track cases, and deliver exceptional service. However, like any software, occasional challenges can arise. Knowing how to troubleshoot effectively ensures minimal disr...

Watch the webinar now! We're excited to announce that our recent webinar, "Unlocking New Opportunities with Sage CRM - 2025 and Beyond," is now available on our YouTube channel. https://youtu.be/S8DkxV3r7ys In this session, we delve int...

Yesterday, we hosted an exciting webinar, "Unlocking New Opportunities with Sage CRM—2025 and Beyond". The session provided an in-depth look at the latest developments and strategic initiatives shaping Sage CRM as we approach the hig...

We're excited to announce the latest update to the Sage CRM public roadmap, available at Roadmap. This revised roadmap reflects Sage's ongoing dedication to Sage CRM as the integrated CRM solution for mid-sized businesses. Sage's ...

Support dashboards in Sage CRM provide a centralized view of your customer service operations, helping your team track key metrics, manage cases efficiently, and deliver exceptional customer experiences. In this step-by-step guide, we’ll walk y...

This release focuses on integration, customization, and usability enhancements. The updates improve user control over integrations with Exchange Online and Mailchimp, make it easier to manage workflows, and tailor the CRM to business needs. Addition...

https://youtu.be/gxa6tgdl-4Q The dust has settled on TPAC Asia 2024, held at the Shangri-La Rasa Sayang in Penang, Malaysia. This landmark event brought together over 161 delegates, 31 speakers and exhibitors. For Sage partners in the Asia Pacific re...

This is the final part of the revised series. In this article, I will examine the types of results and reports returned from Mailchimp into Sage CRM. Mailchimp has its native information. Within Sage CRM, a scheduled job retrieves the campaign resul...

This is the penultimate revised article of the series. In it, I want to consider how we can create the campaign in Sage CRM and send it to Mailchimp. A user authorised to use the Mailchimp features will find the Mailchimp campaign option under the &#...

In this revised fifth article of the series, I will describe how to create a Group in Sage CRM and add it as a segment to a Mailchimp Audience. The place to start is within the Groups screen within the 'My CRM' menu. I have created a Group in...

In this revised fourth article of the series, I will cover the simple task of authorizing an additional user to access the Mailchimp features. Once logged on, you must navigate to the User Administration area. Here, I have searched for Susan Maye. I...

In this revised third article of the series, I will discuss configuring the integration within Sage CRM using a Mailchimp API Key and Audience ID. You will need to log onto Sage CRM and navigate to Administration -> Email and Documents You need to...

In this second article of the series, I want to consider how to prepare Mailchimp for the integration. This will include generating the API keys and identifying the Audience to which Sage CRM will send contact details—these will become Mailchim...

In this revised series of articles, I will walk through configuring the integration and testing the first Mailchimp campaign driven through the Sage CRM user interface. I found creating, sending, and tracking email marketing campaigns very easy. The ...

In Sage CRM, users can import email messages from their organizational Exchange Online account directly into Sage CRM. This feature, introduced in Sage CRM 2022 R2, allows users to link emails to various entities within Sage CRM, such as: Case Compa...

This article reflects collaborative planning sessions with the Sage CRM development, support, and QA teams, along with commercial stakeholders, to revise the roadmap and ensure that it matches Sage's vision for the product. Please note that this...

Document Merge Templates in Sage CRM give customers the ability to ensure standardised, professional formats for business communications, ensuring consistent, clear messaging. They allow users to quickly generate documents, saving time and minimizin...

Setting up Sage CRM for your business can seem overwhelming, but with the right approach, you’ll be up and running in no time. This guide provides a step-by-step walkthrough to help you configure and customize Sage CRM to fit your business need...

Orderby Sage CRM 2024 R2, there have been enhancements to the RESTful API. The GET operations that retrieve all entity records have been updated to provide an orderBy system query option. This allows you to order the returned records by the value of...