BTerrell Group Blog

SageCRM 7.1 - Good News for Sage ERP Accpac Users

Posted by Meredith Gooch on Thu, Aug 11, 2011

SageCRM version 7.1 is now available! New features include:

  • Sage e-Marketing—a powerful and fully integrated email marketing solution.
  • Total Campaign Management—enables easy execution of multichannel marketing campaigns.
  • Communications Management— Microsoft Exchange server integration.
  • Interactive Dashboard—link multiple gadgets on a single screen.
  • New Report Charts—better business management with enhanced at-a-glance reports

Most important for Sage ERP Accpac users...
In addition to the standalone SageCRM 7.1, the integrated version for Sage ERP Accpac 6.0A has also been released. Below the new default welcome dashboard in SageCRM 7.1:

CRM 7.1 Dashboard

Sage ERP Accpac 6.1 will integrate to this version as well as future versions. As Sage Accpac continues its journey to the web, it will continue to integrate more and more into SageCRM. The tight integration breaks down the walls between ERP and CRM, allowing users in both worlds to get all the information they need for better decision making, whether its CRM users knowing of collections problems or A/R clerks being aware of communications that are going on between sales and customers.

Contact us for more information on SageCRM or Sage ERP Accpac and their integration capabilities. Thanks to Stephen Smith for the great information.

Tags: SageCRM, SageCRM 7.1, SageCRM and Accpac integration, SageCRM for Accpac, SageCRM version 7.1, SageCRM integration, Sage ERP CRM

SageCRM Features for Sales, Marketing, IT, and Customer Service

Posted by Meredith Gooch on Wed, May 04, 2011

You've heard us talk about SageCRM, but what are some of the top features that benefit the different departments in your company? Take a look below to find out.

• Interactive and role-based dashboards
• Advanced customization capabilities
• Built-in user tutorials, user guide, and quick tips
• Flexible deployment options
• Easy-to-use layout
• Ability to personalize interface designs

• Campaign management and analysis
• Lead qualification and management
• Comprehensive email formatting options
• Mail merge functionality
• Outbound calling
• List management
• Customer segmentation

• Account, contact, and opportunity management
• Comprehensive reporting and analytical tools
• Sales forecasting and territory alignment
• Process and workflow automation
• Mobile solutions and offline synchronization
• Escalation and auto notifications
• Quote and order entry

• Customer self-service portal
• Case tracking and management
• Workflow automation
• Knowledgebase recording customer service solutions
• Address maintenance and linking tools
• Escalation and auto notifications
• Reporting

• Out-of-the-box customization
• Easy to install and fast to deploy
• Easy to integrate
• Flexible deployment options

• Microsoft Outlook Integration
• Integrates out-of-the-box with many leading Sage ERP products
• Computer telephony integration

Contact us to learn more, or read more on our website.

Tags: SageCRM, Sage CRM, SageCRM features, Sage CRM feautes, CRM for sale, CRM for markting, CRM for IT, CRM for customer service

SageCRM Shortcut - Recent List

Posted by Meredith Gooch on Thu, Jul 15, 2010

The Recent List in SageCRM can be viewed on the top left-hand corner of your screen.

  • It allows you to quickly select and return to the company, person, opportunity, lead, case, or solution you were most recently dealing with.
SageCRM Recent List
  • You can activate it by by clicking on or hovering over the Recent button. You can define how you want to activate the list from the Preferences tab in My CRM.
  • As well as returning to a specific opportunity, case, company or person, selecting one of the recent list heading icons returns you to the corresponding find page. For example, selecting the Person heading icon, displays the person Find page. Selecting Clear, clears the list.

Tags: SageCRM, SageCRM Recent List, CRM shortcuts

The 7 Biggest Sales Innovations of the Last Decade and What They Can Do For You

Posted by Meredith Gooch on Mon, Mar 22, 2010

How do you know which sales innovations and best practices are the most effective and can give you the best results, and how do you evaluate their potential impact on your sales cycle? Join us for this Webinar to learn what industry experts have to say. You'll learn

  • Top seven sales innovations from the last decade
  • How to use social media effectively to improve prospecting, gain insights, and close deals faster
  • How to further leverage timeless sales techniques using new technologies
  • And much more!

Webinar Date & Time: Thursday, March 25, 2010 at 12:00 p.m. Central.
Register now!

Tags: SageCRM, Webinar

Sage Accpac ERP 6.0 Product Roadmap

Posted by Meredith Gooch on Mon, Mar 01, 2010

In an earlier post, we mentioned some of the features included in the newest version of Sage Accpac ERP 5.6 such as:

  • New serialized inventory and lot tracking
  • Improved bank reconciliation
  • Sage Accpac Intelligence
  • Simplified installation and data activation
  • Free training
  • Built-in A/R inquiry tool

On his blog, Stephen Smith, the Chief Architect of the Sage Accpac product, gives us insight into what we may expect in the future from Sage Accpac ERP 6.0. He states that the main goal of version 6.0 is to solve customer requests with Web technology in 3 main areas:

*Usability: Improve Productivity

  • role-based, personalized portal
  • task-oriented navigation
  • contextual user assistance

*Reporting: Faster Information Access

  • integrated dashboards/KPI's
  • ad-hoc inquiry tool - quick information lists

*Integration: Streamline Processes

  • enhanced quote-to-order workflow for SageCRM users
  • elimination of Lanpak requirement for SageCRM users for Order Entry
  • SageCRM 7.0 support

Read More From Stephen Smith's Blog

- Brian Terrell, CPA and Managing Partner

Source: Smith, Stephen. "SageERP Accpac 6.x Product Roadmap." February 19, 2010. <>/2010/02/

Tags: SageCRM, Sage Accpac ERP, inventory, bank reconciliation, Sage Accpac Intelligence, version 6.0, 5.6, dashboard, KPI, LanPak, Stephen Smith, lot tracking, serialized inventory