October 2009 - Posts

• SageCRM - Saving Search Criteria

  When you perform a search to return Companies, People, Opportunities, Orders, Quotes, Cases, Solutions, Leads, or Communications that match specific search criteria, you may want to save the list and reuse it. For example, let’s say you want to search... Read more Posted Oct 30 2009, 07:00 AM by Scott Weber with no comments Tags: SageCRM, SageCRM 6.2, SageCRM.com

• SageCRM - Preventing and Handling Duplication

  Deduplication is enabled by default in the system, with match rules. The deduplication screens and the match rules can be customized by your System Administrator. Read more Posted Oct 29 2009, 07:00 AM by Scott Weber with no comments Tags: SageCRM, SageCRM 6.2

• SageCRM - The Relationships tab

  Introduced in SageCRM 6.2, the Relationships tab is available in the context of all main entities including Companies, People, Leads, Opportunities, Quotes, Orders, and Cases. Typical examples include relationships which show: Read more Posted Oct 28 2009, 08:16 AM by Scott Weber with 1 comment(s) Tags: SageCRM, SageCRM 6.2

• SageCRM - Outbound Call Handling module

  SageCRM has standard telemarketing and outbound call processing capabilites... The Outbound Call Handling module automates the process of performing outbound phone-based telemarketing campaigns. Outbound Call Handling is tailored specifically to high... Read more Posted Oct 27 2009, 08:39 AM by Scott Weber with 4 comment(s) Tags: SageCRM, SageCRM 6.2

• SageCRM Includes Web Leads

  CRM enables you to create web pages for collecting lead information simply by clicking on a button. This one-click process generates the HTML to define a web form page for entering lead details. This HTML page can be inserted into a corporate web site... Read more Posted Oct 26 2009, 07:00 AM by Scott Weber with 1 comment(s) Tags: SageCRM

• SageCRM - What is the Quick Notification functionality?

  The Quick Notification functionality allows you to create notification rules for main entities in CRM. Notification rules can contain up to five conditions. If all or some of the conditions are satisfied, a notification message is sent to the specified... Read more Posted Oct 23 2009, 07:00 AM by Scott Weber with 1 comment(s) Tags: SageCRM, Sage CRM

• SageCRM - What is CRM CTI?

  CRM CTI provides CTI-enabled users with telephony functionality from their desktops, via the Sage CRM interface. Users can select any hyperlinked telephone number in the system to call that number, and any incoming calls are matched with contacts in the... Read more Posted Oct 22 2009, 07:00 AM by Scott Weber with 3 comment(s) Tags: SageCRM

• SageCRM - What is CRM Self Service?

  CRM Self Service lets you create a Self Service Web site that integrates traditional corporate Web sites with Sage CRM. With CRM Self Service, customers can log onto the Self Service Web site to perform functions such as viewing account information, reporting... Read more Posted Oct 21 2009, 07:00 AM by Scott Weber with 1 comment(s) Tags: SageCRM, SageCRM 6.2

• What is SageCRM Solo?

  CRM Solo is the Sage CRM disconnected solution for distributed remote clients. SQLite is the supported database on the Client—it is installed by default as part of the Solo Client installation. SQLite can replicate with any database on the Solo Server... Read more Posted Oct 20 2009, 07:00 AM by Scott Weber with 1 comment(s) Tags: SageCRM, SageCRM SOLO

• SageCRM - Exchange Integration vs. Outlook Integration

  Did you know that SageCRM allows two types of integration for Outlook calendar syncing as a standard feature? Exchange integration and Outlook integration are two separate features in Sage CRM. Exchange integration is an add-on feature that can be requested by a Sage CRM customer, while Outlook integration is a standard Sage CRM feature. Read more Posted Oct 19 2009, 08:50 AM by Scott Weber with 12 comment(s) Tags: SageCRM, SageCRM 6.2, SageCRM SOLO, Sage CRM

• New Whitepaper - Accelerate Out Of The Downturn With Sage CRM

  There is no question that the current global downturn has presented businesses with the toughest economic conditions for several generations. However, innovative small and mid-sized businesses (SMBs) which are quick to react, adapt and find creative ways... Read more Posted Oct 08 2009, 11:00 AM by David Tinjum with 1 comment(s) Tags: SageCRM, Sage CRM, SalesLogix