Tag Archives: Sage CRM

Need to purchase a software solution? Making the right investment is all about the approach.

So, your current business management software solution is not meeting the organization’s demands and you have just been volunteered to find its replacement. This situation is always stressful because it requires obtaining information on technology and functionality you may not … Continue reading

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

Is a CRM Philosophy at the Center of Your Business?

The concept of CRM has been around since the beginning of human interaction. Where do you think the phrase, “the customer is always right,” came from? So, why all of the attention now? What is it that makes CRM so … Continue reading

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

The SMB Advantage in CRM

The CRM literature is filled with stories of companies that have failed to implement CRM technology successfully. But have you ever stopped and wondered what types of organizations are more prone to this failure? The purpose of this article is … Continue reading

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

Frequently Asked Questions

Sage Accpac ERP Q: How do you create multiple Purchase Order Invoices from One Receipt. A: 1) Open Invoice Entry in the Purchase Order module. 2) Enter the Invoice Number, Vendor Number, and Receipt Number 3) Select the detail line … Continue reading

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

Tool of the Month

If you like working with your keyboard, a number of hot keys are available to make it quicker and easier for you to perform certain tasks in the system. Different hotkeys are available in different CRM screens. You can identify … Continue reading

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

Defining Customer Intelligence Requirements By Dr. Nancy Rauseo

Implementing a physical CRM software solution is the easy part. Figuring out what information to capture in the CRM solution and how to use it are the more difficult tasks. Before thinking about a CRM software solution, companies first need … Continue reading

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

Featured CRM Component: Sage ACCPAC ERP 5.3 National Accounts Integration for SageCRM 5.7

The National Account component for SageCRM 5.7 will integrate all the National Accounts from Sage ACCPAC ERP 5.3 as Companies in CRM. It also links the National Account’s subsidiary Companies from Sage ACCPAC ERP in CRM and displays them under … Continue reading

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

Frequently Asked Questions

Sage Accpac ERP Q – How do you set up recurring charges in the General Ledger? A – The first step is to create a schedule in Common Services. The second step is to create a Recurring Entry under General … Continue reading

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

The Financial Impact of CRM: The Real Story (Part 3)

This article is the third of a series of articles focusing on the financial impact of CRM on an organization. The article centers on the CRM benefits associated with improved efficiencies. We will discuss some practices used by successful companies … Continue reading

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

Frequently Asked Questions

Sage Accpac ERP Q – How do you setup a sick pay earning code when it is being paid through a third party company? For example, when an employee is unable to work due to illness and they receive sick … Continue reading

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