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SageCRM - Introduction and Overview

This workshop is for the user that has not had little to no exposure to SageCRM, and will focus on navigating the SageCRM interface and introducing the user to the available features. In this workshop the user will learn how to navigate the SageCRM workspace, components, and functions. The user will...

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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 to accelerate out of the downturn, will not only...

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Using Windows Authentication in SageCRM 6.2

Usually I blog on SalesLogix but today I want to give everyone a heads up on using Windows Authentication in SageCRM. The first thing you will need to do is open the Internet Information Services Manager, highlite the CRM application under the default web site, open the properties, and take off the check...

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SageCRM Key Attributes

This week I had the opportunity to create some Key Attributes for a client. Before creating Key Attributes, make sure you understand the format and how to report off of Key Attributes. The reporting is a bit different than reporting off of fields that you have created and placed on an entity screen....

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SageCRM.com now has a dedicated logon page

In case you missed the anouncement, here it is... We are pleased to announce the adoption of the new dedicated logon page for SageCRM.com has been well received. Based on the adoption, we have removed the logon box from the homepage of www.sagecrmsolutions.com effective September 2, 2009. SageCRM.com...

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Addings lists to SageCRM

Loading lists for drop downs or multi-select controls in SageCRM is a tedious process. During an initial deployment it can be very time consuming to load large lists in manually. Here is a description on how you can import lists into the SageCRM back-end using normal SQL transformations. The lists are...

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SageCRM- Quick Start Guide

In SageCRM there is a quick start page that comes up when you first log into SageCRM. Please don't ignore this page, there is alot of good information to review from here. It is a very quick learning tool that walks you through setting up preferences and some basic functionality of the program. Many...

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SageCRM works with iPhone and Blackberry Storm

We have been doing some casual testing and experimenting with these two popular smart phones and have found them to be very usable with the SageCRM system. With the Apple iPhone for instance, you launch the Safari browser and tip the phone into the landscape mode. Because of the ability to pinch the...

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SageCRM - MAS90 Integration Options

I had a chance to install and demonstrate the latest Greytrix integration engine for MAS and SageCRM called GUMU and was very impressed. Seemless ERP/CRM integration has been the holy grail for SMB organizations as long as I can remember but, I have never seen any vendor really deliver on this without...

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SalesLogix Data Dictionary

Companies often make customizations to their SalesLogix System, however they do not often track the reasoning behing these changes or the data elements that are necessary for customizations to work properly. I always recommend that the SalesLogix Administrator create a data dictionary that can be placed...

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