Sage recently announced the release of the Sage CRM Sales Lite App for iPhone. This handy app gives you offline access to your contacts and other CRM data on the go. It will also track communication you make through the app (call, text, and email) and update the Sage CRM database. Here’s a closer look at this handy new functionality for Sage CRM.
Successful CRM: Beyond The Software & Features
Too often when companies talk about CRM, they're referring only to the software and how they plan to use the new features. But focusing solely on the software is not going to bring about fantastic business improvement. The rush to implement new technology often overlooks the other very important aspects of successful CRM, which we'll explore here.
You Have Options with Sage CRM
If you've been considering Sage CRM but still wondering which version is right for you - in the cloud or in your server room - this article can provide some helpful insight.
Dropbox is a free online service that lets you save and share files and documents "in the cloud." Any file you save in your Dropbox is synchronized and available across your computer, tablet, and mobile device. It has become popular in the workplace, allowing you to easily share documents with your professional network without emailing huge files.
And now, you can view Dropbox events (upload, downloads, changes) within Sage CRM, making it easier to track things like brochures and price sheets that you've shared with prospects. Click below to learn more.
Using Dropbox in Sage CRM>>>
The newest release of Sage CRM 7.1 SP2 introduced several enhancements to the file attachment functionality, including the ability to upload multiple files at once, attach multiple files to a single task, and a new drag-and-drop interface. Let's take a closer look at these new features.
First, A Word About Web Browsers
It's worth noting that in the past, Sage CRM was primarily compatible with Microsoft Internet Explorer (IE). But recent enhancements have made the system compatible with all major web browsers including Apple Safari, Google Chrome, and Mozilla Firefox. While it opens up more options and possibilities, it also means that each browser might work just a little bit differently with Sage CRM which you'll notice as we discuss the file attachment enhancments here.
Traditionally, front-office employees use CRM applications for customer-facing activities such as sales, marketing, and customer service. Back-office employees use ERP applications for activities such as invoicing, accounts receivable, cash flow management, and financial reporting. If these applications are properly integrated, important business processes that cross over the two systems can be connected into one seamless workflow. This helps you to manage customer relationships more effectively, reduce costs, increase profitablity, and achieve a sustainable competitive advantage.
Here we provide some compelling examples of how CRM can provide workflow improvement across the organization to help you improve your bottom line.
Changing The Primary Contact For Customers in Sage CRM
There are two parts to this change. First change the primary contact in Sage 100 as follows:
1. Expand Accounts Receivable and Main. Double-click Customer Maintenance.
2. In the Primary Contact field, select the contact code.
3. Click Accept.
Then in Sage CRM, open People, click Change, and then click Save.
Note: If the Save button is unavailable, exit and restart as an user with sufficient CRM security privileges to modify the People settings. If successful, the new primary Contact Person field refreshes in the Summary window.
New Update Makes Sage CRM Cross Browser Compatible
Service Pack 2 for Sage CRM Version 7.1 was recently released and is now available. The primary theme of this product update is Cross browser Compatibility which means Sage CRM now runs on your choice of Internet Explorer, Firefox, Chrome, or Safari.
Sage also snuck in a few new features and overhauled existing functionality for Mail Merge, Document Attachments, and Library Management. Here's a quick rundown of the enhancements in SP2 for Sage CRM v7.1.
Expected for release any day now, Sage 100 ERP 2013 will also include a service pack update for your Sage CRM software (SP2 for Sage CRM Version 7.1). This update will feature new enhancements and tighter integration to your ERP application. Hear's a look at what to expect.
Planning a business trip or to perhaps visit a few customers or prospects this week? If so, the new Mapping Component for Sage CRM will come in handy. It allows you to plot your customers and prospects to an onscreen map, get a visual of the locations and best route to take, and even check out nearby amenities - like that Starbuck’s down the street from your morning meeting.
The Mapping Component is an optional add-on for Sage CRM and is available for download in the Sage CRM Community Marketplace.