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:

From any screen in SageCRM (*when using Internet Explorer only), click the button on the top left corner that reads "Recent." From there, you can select a case, opportunity, company, lead, order, person, or quote that you recently viewed instead of searching for that information again. This is a real time-saver when you jump back and forth between records.

Instead of moving your mouse and hovering over the >> button, you can simply click the F8 button. This is a great tool for those of use who tab through fields in Sage Accpac instead of using our mouse!

Another non-mouse shortcut in Sage Accpac is to press the + key while in a numeric field. This action opens the Accpac calculator.

What are your favorite shortcuts in SageCRM and Sage ERP Accpac?

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

Want to read more?

Contact us today to learn how SageCRM's social media capabilities can help your company.

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.

SageCRM’s mobile solution for iPhone delivers a rich user experience and provides sales teams with the ability to work effectively regardless of their location via online access through the Apple iPhone. SageCRM for iPhone maximizes user productivity by enabling users to access critical real-time customer data while on the move and increase sales and service effectiveness at every stage of the sales cycle.

Sage CRM for iPhone

SageCRM for iPhone takes advantage of native Apple iPhone functionality such as the date spinner and the accelerometer, which senses when the phone is turned on its side automatically shifting the display to landscape mode. Users can also leverage the capabilities of
the iPhone whilst on the road with the ‘click-to-dial’ feature, which enables users to call contacts directly from any SageCRM record. SageCRM for iPhone incorporates Google Maps functionality enabling users to map the address of a contact without having to leave the application.

Equipped with all the existing SageCRM mobile functionality, SageCRM for iPhone is available in SageCRM v7.1 for users with a mobile user license.

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?

Do you dread having to remember who is included in the group every time you need to send the group an email?

Do you own SageCRM? (If you are current on software maintenance for Sage ERP Accpac, then you do own a license of SageCRM.)

If you answered yes to these questions, take a look below at the basic steps to send emails to a group in SageCRM. It takes a little bit of setup in the beginning, but it is worth it in the end!

  • Assuming you have entered your contacts in CRM, the first step is to select "My CRM" from the home screen
  • Select "Groups" from inside "My CRM"
  • Click "New Group"
  • Create a new group using the people you regularly send emails to
  • Once the group has been created, you can view or edit it at any time
  • Assuming you created your new group and you are now viewing the list of people in the group, you can now send them an email
  • While viewing the list, click "New Email" on the right side of the page. The following screen should appear

Send Email SageCRM

  • On the screen above you can do several different things:
    • Select a template for a regularly sent email type
    • Choose who you want the email to come from
    • Select who you want recipients to reply to
    • Enter the subject and the body of the email
    • You can even attach documents or images inside the email from this screen!
    • One tip I've learned is that you can even type a command that will make SageCRM insert the recipient's first name in the body of the message. This helps make it a little more personalized for each recipient. #pers_firstname#
  • Once you have entered the "to," "from," "subject," and "body" of the email, you can send yourself a test or just go ahead and send the email. Sending a test will allow you to receive a copy to make sure everything looks the way you want it to look. If you click "Send" on this screen, the email will automatically be sent to the list you created.

 Send Email Button SageCRM

 Good Luck and Happy Emailing! Contact us for more useful tips for SageCRM!

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.

CRM News

Here are a few basic questions we like to ask our customers when they are considering SageCRM for their business:

  • What are the specific business problems you need to solve with CRM solutions?
  • What are the goals and metrics that you will use to measure the business benefits after implementing CRM?
  • Which users across your organization will need to be trained on the new software?
  • How does the new CRM implementation support your executive initiatives? What functions could be performed without them?
  • Who is your prospective target audience?
  • What does your IT team use for internal support and case management?

Specifically, SageCRM is used by over 10,000 organizations in 70 countries worldwide to manage their critical sales, marketing, and customer service activities every day. Award-winning SageCRM equips businesses with the tools they need to find new customers, close sales faster, and build lasting, more profitable relationships across all channels. Regardless of how, when, or where customers, partners, and prospects choose to interact with your business, SageCRM provides a decisive advantage by delivering a comprehensive, easy-to-use system to successfully manage these relationships. Thanks to its ERP integration capabilities, the SageCRM front-office is powered by data from the back-office to give sales, marketing, customer service, and other front-office staff a true 360 degree view of customers across front- and back-office functions, differentiating it from many other CRM solutions in the market today.

Contact us today if you are interested in learning more about the easy-to-use, flexible software package called SageCRM. We use it in our own business, and we wouldn't run as efficiently without it.

Tags: CRM, SageCRM, CRM solution, CRM questions