Sage CRM

Across 3 episodes, we talk with Quirijn Kleppe, Head of Product & Growth at Leadinfo, a product that helps companies identify website visitors in real-time & add insight to support CRM activities. In this episode, Quirijn talks about how Lead...

[Here is part 2 of this series] [DAVID] The best "specialists" do not demonstrate product features at the first (or even second) sitting. They do not 'show up & throw up' - crass, I know, but visual! Instead, they take the time ...

[JEFF] So - speaking to your second theme, learning from CRM specialists over the years - I remember speaking to a partner in our North America market and the hornery subject of "why do people think CRM weren't work for them?" Their view was too many...

Across 3 episodes, we talk with Quirijn Kleppe, Head of Product & Growth at Leadinfo, a product that helps companies identify web site visitors in real-time & add insight to support CRM activities. In this episode Jeff drills down on Leadinfo...

Across 3 episodes, we talk with Quirijn Kleppe, Head of Product & Growth at Leadinfo, a product that helps companies identify web site visitors in real-time & add insight to support CRM activities. In this episode we talk to Quirijn Kleppe f...

My colleague, Jeff Richards & I, got around to a "chat over a long drink" a while ago. We ended up talking about the important role our reseller partners can provide in doing 'good CRM' for customers. I recorded the chat, initially as making note...

For our business partners, it’s no longer just about providing product information. Your customers are likely to already know about i.e., the blog material here on Sage City, perhaps our on-demand Learning Series or the Sage CRM YouTube ch...

Delving deeper into the Sage CRM tool, it is worth taking time to consider what to automate. A pragmatic approach, prior to engaging in any vendor or product research. You could start with an "action & outcome" list to identify triggers...

Research indicates that our customers often have as much as 70 per cent of their buying decision made before they speak with our business partners. In fact, the reality is in some of you may know more about the Sage CRM product than their business pa...

Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Anthony Lipshitz, Director at Sage CRM specialist, Astech, in Johannesburg, South Africa. In this episode we continue on the idea of cross-departmental problem ...

In today's fast-paced digital landscape, small and medium-sized businesses (SMBs) need reliable and flexible solutions to accelerate their digital transformation journey. Recognizing this, Sage, a leading provider of business management software...

Sage CRM 2023 R1 introduced a new feature called the Narrative Tab. It is accessible in the Company tab menu and provides a summary of company data and relationship information in the form of a blog-like narrative. The reading time of the summary wi...

We want Sage CRM to be deployed in any way that our customers need. We have been working to make sure that - beyond the powerful core features - we provided application programming interfaces (APIs) that are open, standard-based, and free to develope...

Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Anthony Lipshitz, Director at Sage CRM specialist, Astech, in Johannesburg, South Africa. In this episode, Anthony talks about how CRM can not only be quickly i...

Getting front-to-back-office integration in place really does help companies to reduce costs and improve the customer experience. For Sage CRM and the back-office products it works with, integration can be deployed using minimal consulting resource a...

Across three episodes, Jeff Richards & David Beard from the Sage CRM team, talk with Anthony Lipshitz, Director at Sage CRM specialist, Astech, in Johannesburg, South Africa. In this episode, Anthony talks about their first foray into Sage CRM b...

Recent conversations with some of our business partners - those that sell Sage CRM to our customers - suggests they are still finding some of their customer's back office (finance systems) remain unconnected to their front office (marketing, sales &a...

Across 3 episodes, we talk with Zainab Salihi, CRM Practice Leader, from BAASS Business Solutions and their customer Dennis Donovan of Belmont House, a charitable, non-profit, home for seniors offering long-term care and retirement living, both of wh...

We want Sage CRM to be deployed in any way that our customers need. We have been working to make sure that - beyond the powerful core features - we provided application programming interfaces (APIs) that are open, standard-based, and free to develope...

As we noted in the first and second pieces of this three-part blog, all companies should look to digitize their front office, particularly in challenging times where discretionary spending is decreasing for many customers. Over the years, all too oft...

Across 3 episodes, we talk with Zainab Salihi, CRM Practice Leader, from BAASS Business Solutions and their customer Dennis Donovan of Belmont House, a charitable, non-profit, home for seniors offering long-term care and retirement living, both of wh...

We want Sage CRM to be deployed in anyway that our customers need. We have been working to make sure that - beyond the powerful core features - we provided application programming interfaces (APIs) that are open, standard-based, and free to developer...

As we noted in the first piece of this three-part blog, all companies should look to digitize their front office, particularly in challenging times where discretionary spending is decreasing for many customers. I was re-reading an earlier article and...

We want Sage CRM to be deployed in anyway that our customers need. We have been working to make sure that - beyond the powerful core features - we provided application programming interfaces (APIs) that are open, standard-based, and free to developer...

Good customer experience has moved from ambition to necessity for almost every industry, especially where competitive pressures exist. Experiences that attract & retain customers while reducing costs should be deemed as essential, particularly in...