BTerrell Group Blog

Our Favorite Shortcuts in SageCRM and Sage ERP Accpac

Posted by Meredith Gooch on Tue, Jan 03, 2012

Recently, I polled a few consultants in the office to find out what their favorite SageCRM and Sage ERP Accpac (soon to be called Sage 300) shortcuts are that they use every day. Part of my reasoning was to find out what I was missing (can't help myself!), but the other part was so I could share their tips with you. All of us at BTerrell Group enjoy finding faster ways to do tedious processes, and we love sharing those automations and shortcuts with our clients to help eliminate bottlenecks everywhere we can. Here are a few of our consultants' favorite shortcuts:

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Tags: sage erp accpac, SageCRM, SageCRM shortcuts, Accpac calculator, sage accpac shortcuts

Benefits of Integrating SageCRM and Social Media

Posted by Meredith Gooch on Wed, Dec 14, 2011

– Enable your sales teams to better target prospects and prepare for sales calls
– Uncover leads and networking opportunities quickly and easily
– Enable users to update and read twitter timeline and feeds directly from within Sage CRM
– Extend conversations and collaboration with prospects and customers to social media channels
– Enable users to identify how online conversations are affecting their brand
– Help organizations to identify their biggest online champions and influencers
– Enable users to participate in online conversations with an engaged audience without ever having to leave Sage CRM
– Help organizations build and strengthen relationships with their community of customers and prospects
– Provide marketing teams with the ability to extend and link marketing campaigns to social media channels
– Enable users to easily manage and track competitors by monitoring their public online conversations and blog articles

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Tags: SageCRM, SageCRM and Social Media, Sage CRM, social media

SageCRM for iPhone

Posted by Meredith Gooch on Fri, Dec 09, 2011

Equipping your sales team with the necessary tools to enable them to do their job effectively is crucial in today’s competitive market. Having access to critical customer information when sales people are on the road or at customer sites can help drive revenue and keep customers satisfied.

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Tags: SageCRM, SageCRM 7.1, SageCRM for iPhone, Sage CRM, iPhone

Sending an Email to a Group Using SageCRM

Posted by Meredith Gooch on Fri, Oct 28, 2011

Do you regularly send emails to a group of people?

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Tags: SageCRM, Sage CRM, Send email to group in SageCRM, Send email to group in Sage CRM, Sage CRM send email, SageCRM send email

Questions to Consider When Thinking of Purchasing CRM Software

Posted by Meredith Gooch on Tue, Sep 20, 2011

Many companies are jumping on the CRM bandwagon, and for good reason. Companies that use CRM experience better business reporting, reduced data entry, faster and easier quoting, access to critical sales information, and increased customer service experiences.

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Tags: CRM, SageCRM, CRM solution, CRM questions