MailChimp is one of the effective email marketing tool available in sage CRM, through which you can send bulk of emails to your customers/prospects just by creating various marketing campaign in CRM. The results from the campaign are shown within Sage CRM and you can see various statistics like how many people opened the email… Read More »
Threats in context of computer security is one of the major concern in today’s world. Not only is an individual using its personal system afraid of it while working on important transactions, but also most of the companies/business which are involved in banking sector and so on. Considering this, one of our client came up… Read More »
In our earlier blog, we explained about the new feature introduced in Sage CRM 2018 R2 i.e. Consent. It helped to capture the global and local legislation surrounding people data, including the GDPR in Sage CRM. In this blog, we will explain how you can maintain tracking of those persons who haven’t responded to the… Read More »
One of the most helping feature of Sage CRM Email editor screen is the User Select field which helps to select and add the CRM user in To, CC and Bcc fields. This feature reduces the efforts of CRM User to remember or re-type the Email ids every time they open the New Email screen.… Read More »
CRM’s Email Manager Service runs in the background to process the inbound and outbound emails in CRM. There is no need to install Email Manager Functionality separately as it comes by default with the CRM installation. This functionality can work with CRM’s embedded email editor or Microsoft Outlook to send an email out of the… Read More »
Communications is one of the important pillars for running Business successfully. Sage CRM’s Email functionality has proved to be one of the strongest feature as it has its own internal e-Mail client that allows users to create, send and manage emails entirely within CRM. In this article I will make you familiar with the default… Read More »
Communications being an essential part of every business demands to be tracked or maintained in efficient manner. One such prominent feature is of Sage CRM’s Communications entity which is available against every other entity such as Company, Person, and Opportunities etc. Another feature is of External Attendees functionality where we can maintain and manipulate the… Read More »
In my previous blog, we have explained how an extra information can be displayed in Appointment section of Calendar tab of Sage CRM Mobile Theme. In this blog, we will explain how to make Business Email field as Optional. New Stuff: Display Additional information on Calendar screen of Sage CRM Mobile App In Sage CRM… Read More »