Sage CRM

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...

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 ...

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...

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...

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...

With the release of Sage CRM 2024 R2, Sage has introduced a refreshed UI that enhances the visual appeal and puts user needs at the centre of the design. The Evolution of Sage CRM's Interface The journey towards the new Sage brand began wit...

In Sage CRM 2024 R2, the maximum length of certain fields has been increased. Specifically, the following fields in Administration | Email and Documents | Email Management and Server Options have had their maximum length increased from 50 to 320 cha...

Sage CRM Ally (beta) is a chatbot that Sage made available in the Help Centre earlier in 2024 and then integrated into Sage CRM 2024 R1. While it was generally well-received, we encountered some technical issues that required us to remove it from bo...

In Sage CRM 2024 R2, system administrators can enable or disable workflow for quotes and orders. By default, the quotes and orders workflow is disabled. This change refers to the ability to add user-driven workflows. But before I discuss this new fea...

Managing Sage CRM requires a deep understanding of its underlying structure, including entities, screens, and fields that form the backbone of your customer data management. Whether you're a system administrator or a developer, having a comprehe...

Regular software vulnerability monitoring including penetration testing is a crucial part of Sage CRM's development cycle. Upgrades are critical for protecting data, maintaining compliance, safeguarding business, ensuring business continuity, and...

Sage CRM Ally (beta) is a chatbot initially introduced within the Help Centre and integrated into Sage CRM 2024 R1. While it was generally well-received, we encountered some technical challenges that prompted us to temporarily withdraw Sage CRM Ally ...