We are all aware of the Sage CRM‘s Communications module and the various features that are readily available to manage and maintain the Customer relationship. The flexibility of managing not only external communication activities with Customers but also utilizing the system in managing the internal communication with CRM users of the organization has made the… Read More »
Communication is an integral part of any Business to manage and maintain Customer relationship. Sage CRM’s Communication module has made it an utmost priority to help the users record and manage communication activities from and within CRM with an ease. Not only with the Customers but the communication module has helped the users to communicate… Read More »
In our previous blog, we have explained how to enable exchange Integration in Sage CRM and set up Application Impersonation in Office 365. In this blog, we will explain configuration settings within Sage CRM. Related Post: Integrate Sage CRM with Microsoft Office 365 Part-1 Connect Exchange Server through Sage CRM: Log in to Sage CRM.… Read More »
One of the best feature available in Sage CRM is Email functionality. Sage CRM Email Integration allows users to send and receive emails directly in CRM by configuring SMTP and POP details in CRM. Users can then easily process these emails by taking necessary actions such as logging a Ticket, creating an enquiry or so… Read More »
MailChimp is been extensively used for Email Marketing in Sage CRM. Using this we can send emails in bulk to all the Customers available in Sage CRM. To integrate MailChimp in Sage CRM, we have to create MailChimp account and get API Key and List Id. New Stuff: Deleting Report categories of Sage CRM from… Read More »
Recently while browsing through Sage CRM Community user forums, we came across one post in which Sage CRM user was mentioning that Communications Options screen is not visible to him when he clicks on New Email button in Sage CRM. When we have checked same thing at other Sage CRM with same version; we found… Read More »
Sage CRM’s Email functionality helps us to track Inbound and Outbound communications easily. We can also send the emails using Outlook from CRM. For this, you need to integrate the Outlook with CRM. New Stuff: Control Access Rights of Entity tabs in Sage CRM While sending an email from CRM to any registered email id against… Read More »
Hi Folks!! This blog is in continuation of our previous blog wherein we explained how you can modify the values or the names that are been displayed in User select field of Email Editor Screen in Sage CRM. You can refer below link for the same. Related Stuff: Modifying the values of User Select field… Read More »
Sage CRM has numerous built-in functionalities which helps to manage Customer Relationship all through a single system. Be it recording Customer data, capturing Enquiries, tracking support cases or maintaining follow-up data. Sage CRM’s Email functionality helps in managing both the inbound and outbound communications with ease. But have you ever noticed these Email Communications fails… 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 »