Tag Archives: Sage CRM

AXIS & Florida International University Team Up to offer Professional Online Certificate Program in CRM

We are very excited and proud to announce the roll out of our professional online certificate program. This one of a kind program was designed with the collaboration of the College of Business Administration at Florida International University (FIU) and … Continue reading

Posted in June 2006, Newsletter | Tagged , , , , , , , , , | Leave a comment

Customer Experience Management and its Role in CRM By Dr. Nancy Rauseo

Most of you probably know that the philosophy behind CRM is to create long-term, loyal customers. The longer a company can retain its customers, the more loyal those customers can become towards the company. Customer retention can be achieved through … Continue reading

Posted in June 2006, Newsletter | Tagged , , , , , , , , , , | Leave a comment

Frequently Asked Questions

Sage Accpac ERP Q – Can I create a new Customer while entering an order or quote in the Order Entry module? A – Yes. While in the O/E Order Entry window, click the New symbol next to the Customer … Continue reading

Posted in June 2006, Newsletter | Tagged , , , , , , , , , , , , , , | Leave a comment

Best Practices in CRM Maintaining Customer Intelligence By Dr. Nancy Rauseo

Customer intelligence is the application of customer knowledge. It is a company’s ability to effectively utilize what it continuously learns about a customer. A company must first identify and then capture customer intelligence. Once your company has done so, the … Continue reading

Posted in May 2006, Newsletter | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

Resource Planner for SageCRM

Product Features Graphically manage and schedule your resources from a multiple weekly or monthly view. Users are color-coded for easy schedule viewing. Easily view all scheduled activity in a weekly view. Monthly View Easily view all scheduled activity in a … Continue reading

Posted in May 2006, Newsletter | Tagged , , , , , , , , , | Leave a comment

Frequently Asked Questions

Sage Accpac ERP Q – How can I print the total Accounts Payable invoice amount for a certain vendor or the total Accounts Receivable invoice amount for a certain customer in the last fiscal period? A – Beginning with Accpac … Continue reading

Posted in May 2006, Newsletter | Tagged , , , , , , , , , , , , , , , , , | Leave a comment

Best Practices in CRM Capturing Customer Intelligence By Dr. Nancy Rauseo

This article is focused on developing customer intelligence, a key competency in today’s ever-changing business environment. The first phase is to conduct a customer intelligence analysis involving an inventory of the customer data and information available to your company and … Continue reading

Posted in April 2006, Newsletter | Tagged , , , , , , , , , , , , , , , , , | Leave a comment

Staying One Step Ahead of the Game

Over the past few years, we have seen tremendous shift from manufacturing to services industries in North America and there are no signs of this relenting. With this growth, we are seeing imported white goods, electronics, small goods sales increasing … Continue reading

Posted in April 2006, Newsletter | Tagged , , , , , , , , , , , , , , , , | Leave a comment

Frequently Asked Questions

Sage Accpac ERP Q – Can I print a monthly check register in Accounts Payable? A – Beginning with Accpac version 5.3, an Accounts Payable Payment Inquiry Form has been added that allows you to display information for all the … Continue reading

Posted in April 2006, Newsletter | Tagged , , , , , , , , , , , , , , , , , | Leave a comment

TOOL OF THE MONTH

CRM Tips and Tricks Adding Contacts: Outlook to CRM You can add Outlook contacts to CRM manually with the Add Contact button. You must have the Outlook Plugin installed from the My CRM preferences tab. To add Outlook contacts to … Continue reading

Posted in April 2006, Newsletter | Tagged , , , , , , , , , | Leave a comment