Successful CRM: Beyond the Software and 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...

Using Sage CRM and Dropbox

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...

Working with File Attachments 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...

The New Features of Sage CRM

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.  Here’s a look at what to...

New Mapping Component for SageCRM

Planning a business trip or to perhaps visit a few customers or prospects this week? If so, the new Mapping Component for SageCRM 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...