SageCRM Product Blog - All Comments

re: SageCRM - Exchange Integration vs. Outlook Integration

nathan — Tue, 02 Feb 2010 20:15:26 GMT

Finally got exchange sync working. I find it crazy that Sage still doesn't support Outlook 2007 for synchronization..supposedly in CRM 7.

re: SageCRM - CRM Installations on a 64-Bit Server

Nathan — Sat, 23 Jan 2010 03:13:26 GMT

Can this be done after the initial install?

re: SageCRM v7.0 Beta Phase Has Been Announced

Nathan — Sat, 23 Jan 2010 03:11:23 GMT

Preach that...support from Sage is always a pay-through-the-nose affair one way or another. It would be nice to get some more resources for those of us that want to self-support.

re: SageCRM - Exchange Integration vs. Outlook Integration

Nathan — Fri, 22 Jan 2010 03:24:19 GMT

Good stuff, I will be contacting you. I am not crazy about having to revert to Outlook 2003 just to get it working, and from my understanding Sage CRM will only sync appointments to Outlook.

re: SageCRM - What is CRM CTI?

Nathan — Fri, 22 Jan 2010 03:13:22 GMT

We are looking to implement this feature in the coming months. Is there more information available about this feature?

re: SageCRM v7.0 Beta Phase Has Been Announced

DannyG — Fri, 18 Dec 2009 14:26:41 GMT

We're a SageCRM customer and one of the frustrating things is the serious lack of freely available tips and information. I know I'm not alone and your blog is very valuable to us. I'm very anxious to hear about the changes and improvements in 7.0 and looking forward to your posts.

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Fri, 11 Dec 2009 13:10:35 GMT

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re: SageCRM - The Relationships tab

Scott — Thu, 10 Dec 2009 03:48:59 GMT

So the relationships tab is kinda' neat, but can I actually DO anything with it. Meaning can I run communications reports based on certain relationships, or even better, set up a group or do an eblast to all persons in a certain relationship?

re: SageCRM - What is CRM CTI?

mike morgan — Tue, 08 Dec 2009 18:29:13 GMT

I wanted to let the readers know about FranklinCovey CRM, they have 3 editions with several different feature sets. They all feature the FranklinCovey Planning Methodology in a planner like interface that combines Tasks, Calendar, Notes and Email from the Home Page. Powerful Weekly Planning Tools will assist in prioritizing your most important tasks and goals. Great Question, have you heard about Franklin Covey 's Business CRM its not Free but close to it .

The Contact Management tools will keep you organized. Team collaboration and Task delegation features will take your teams effectiveness to new heights. With all that said, it provides CRM functionality with the ability to configure the CRM to track your business process's. It's technology with FranklinCovey’s proven methodology that users are able to quickly adopt and use to prioritize their daily activities. - As you are probably finding out there are numerous hosted CRM systems that provide you with a variety of features and services which may provide a full solution or a partial solution for every business.

The following link will allow you to create a VIP account for a test drive without having to enter a creditcard . Let me know if I can answer any additional questions about becoming and affiliate . You can earn 10% to 30% a month as an affiliate I have heard there are more than 190 CRM solutions on the market today— (which I have never validated ).

Cheers,

A CRM technology which integrates Business Process Management (BPM) through easy to define automated engine should be a serious consideration when looking for a solution. Its your definition and allows you collaborate with decision makers in the process ie. customers, partners, affiliates, investors, etc.

Mike

More importantly you build the process and the application does the work and keeps you and your team on track.

What else I found was that to be a great CRM / technology it needs to have Productivity Methodology applied to it. ie FranklinCovey's time tested millions of customers approve. Tracking your Goals, Values and Priorities you get more done in both your personal life and professional life. This will not only empower you but your team as well . You have to have good proven Methodology with Technology for your team to know what their highest priorities are for the day, week and month without having to ask :)

With that said, you should look @ FranklinCovey 's CRM PlanPlusOnline for business's.

Franklin Covey is a worldwide leader in organization effectiveness. It's technology with Franklin Covey’s proven productivity methodology that users are able to quickly adopt and use to prioritize their tasks, mission statement, values, goals, top priorities, and daily activities.

You combine that with typical CRM applications such as Sales, Support, Marketing, and Projects, and you end up with a solid online application that is customizable for any business process, including non-profit companies.

The following link will allow you to create a VIP account for a test drive without having to enter a credit card.

Cheers,

Mike

Links:

tinyurl.com/franklincovey-software

http://www.planplusonline.com

http://www.completexrm.com

Twitter Trackbacks for SageCRM - Changing the Default User Template - SageCRM Product Blog [customerfx.com] on Topsy.com

Tue, 08 Dec 2009 17:55:32 GMT

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re: SageCRM - CRM Installations on a 64-Bit Server

mike morgan — Tue, 08 Dec 2009 17:46:58 GMT

Cheers,

Mike

More importantly you build the process and the application does the work and keeps you and your team on track.

With that said, you should look @ FranklinCovey 's CRM PlanPlusOnline for business's.

The following link will allow you to create a VIP account for a test drive without having to enter a credit card.

Cheers,

Mike

Links:

tinyurl.com/franklincovey-software

http://www.planplusonline.com

http://www.completexrm.com

re: SageCRM - Exchange Integration vs. Outlook Integration

Aldo Zanoni — Sat, 28 Nov 2009 15:10:40 GMT

Hello, Scott.

I thought you might be interested in learning about this new product: Riva Integration Server for Exchange and SageCRM.

www.omni-ts.com/.../exchange-crm-integration.html

Riva provides server-side CRM integration between SageCRM and Exchange. Because Riva does server-to-server synchronisation, there are no plug-ins to install on any of the Exchange clients. That means that all Exchange clients have full, transparent server-side integration for SageCRM contacts, appointments, tasks, opportunities, quotes, cases, email archiving, etc.

Riva is compatible with on-premise and hosted Exchange 2010, 2007 and 2003. It is compatible with hosted and on-premise installations of SageCRM - with full support for all Exchange clients (Outlook, Outlook Web Access, Macintosh Entourage, BlackBerry, ActiveSync and IMAP).

I look forward to having you check out Riva and answering any questions you might have about Riva Integration Server for Exchange and SageCRM.

www.omni-ts.com/.../exchange-crm-integration.html

Best regards,

Aldo Zanoni

CEO, Managing Director

Omni Technology Solutions Inc.

The Integration Company

www.omni-ts.com

aldo@omni-ts.com

780.423.4200

re: SageCRM - Exchange Integration vs. Outlook Integration

Andreas — Wed, 25 Nov 2009 06:12:56 GMT

Exchange Server integration does not work with Exchange 2007 ... not supported. So you need to run an old version (2003) to get it working. Also the Outlook plugin plays up a lot and works not really 100% ...

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Mon, 23 Nov 2009 16:25:06 GMT

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re: What is SageCRM Solo?

Bob — Mon, 23 Nov 2009 09:06:21 GMT

Is it possible to install sol oclient on the same machine as crm server ? Installer says no but maybe there are some hints to do this?

Twitter Trackbacks for SageCRM - 6.2 Patch D has been released - SageCRM Product Blog [customerfx.com] on Topsy.com

Thu, 19 Nov 2009 13:17:21 GMT

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Wed, 18 Nov 2009 18:00:23 GMT

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re: SageCRM - Exchange Integration vs. Outlook Integration

Ted — Mon, 16 Nov 2009 23:13:29 GMT

with the exchange server synchronisation can you do away with the outlook plug-in entirely?

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Mon, 16 Nov 2009 13:28:08 GMT

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Thu, 05 Nov 2009 18:18:11 GMT

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Wed, 04 Nov 2009 21:29:52 GMT

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