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All Tags » SageCRM.com ( RSS)
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Sage CRM v7.1 will include Sage E-marketing for Sage CRM, our fully integrated email marketing solution which includes attention-grabbing e-marketing templates, smart-sending features, automated drip marketing campaigns and the ability to track open, click and bounce rates – all within Sage CRM.
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The next generation of SageCRM 7.0 will be entering the beta phase with development partners next week. I will be blogging about changes and new features as they become available.
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There've been some dictation apps before now, but now Nuance, makers of Dragon, the world's most popular desktop dictation software, is invading the App Store with their own. Plus, it's free (for a limited time)!
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All new CRM installs contain a Default User Template. The Default User Template is where you can define your baseline settings for all new users. This enables you to define a set of common characteristics (the default language to be used, security access...
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The User Activity administration option enables you to view the following information: ■ Summary information about all user activity. ■ A list of currently logged on users. ■ A list of historical user activity records. ■ Summary information about user...
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Restrict Sensitive Info Rights to view the following tabs can be restricted for individual users depending on company team membership. This means that if you have not been assigned to work on an account via the Company Team tab, you may not view or update...
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Security Policies allow the System Administrator to set up additional security rights. When any of the settings within the Security Policies page are enabled, additional options are available in the Profile Rights For drop-down list in the Security Profiles...
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The User Activity area of the system enables Administrators to view user login and activity details. Information that can be viewed includes user login and logout time and date, session duration, logout method (whether manual or by automatic timeout)...
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A team is a group of users who perform similar roles. In a small organization, this might mean that all Sales Department users are part of the Sales Team. In a larger organization, there may be Telesales, Direct Sales, and Field Sales teams. Putting Teams...
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The System Administrator can set up field security for the whole CRM system, for individuals, teams, and for security profiles via the Administration | Customization | <Entity> | Fields tab. For example, it is possible to make a field invisible...
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The System Administrator can manage security access rights across the organization by setting up security Profiles and, if required, security Territories. Profile . A profile is a way of grouping users together when defining access rights (View, Update...
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A user requires a User Name logon ID to access the system. You can also set the minimum length and strength of passwords. These settings can be accessed from Administration | Users | Security | Policies. Password Encryption A user's password is encrypted...
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Did you know that SageCRM has the ability to apply rules to inbound emails? Can your CRM system do this? Here is an example: When an e-mail is received in the specified mailbox, the e-mail database table is checked for all the people associated with the...
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You can perform a number of actions on all types of search lists— lists returned by a standard search, lists returned by Advanced Find, lists returned by Keyword Search, lists based on saved searches, or the My CRM Contacts list. Actions available are...
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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...
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White paper from Sage.
For some companies, it makes sense to use a hosted CRM solution - lack of hardware, IT staff, etc. But why use SageCRM.com over your other options? I have attached a white paper from Sage that explains what makes SageCRM.com a better
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