Sage Tech Trek

Friday, May 04, 2018

New Research Highlights Digital Trends for 2018...

Do you see optimizing the customer experience as your companies most significant opportunity for 2018? Sage CRM's marketing workflow automation and features such as the MailChimp or Swiftpage integration or automatic Outbound call scheduling can see a prospecting call go from lead to closed order Sage 200cloud in a few clicks. These are all powerful reasons why CRM is the foundation of a full business management solution.

New Research Highlights Digital Trends for 2018...

Study reveals that C/X remains at the top of the agenda for many marketers. Occupying the top spots: Optimizing the C/S (19% of respondents), data-driven marketing that focuses on the individual (16%), creating compelling content for digital experiences (14%) It's all about #CRM_As_Foundation

Sage Success Story AGS Solar - South Africa

This is a massive shout out to my colleagues in South Africa who are so good at being able articulate the benefits of integrated Sage CRM. This case study really makes clear why companies go for using the sales, marketing and service feature of Sage CRM as their front end modules to Sage 300cloud and other accounting systems.

Sage Success Story AGS Solar - South Africa

AGS Solar delivers solar water heating solutions to the commercial, industrial and residential sectors. Sage CRM has given AGS Solar better visibility

Want AI and automation for your practice?...

I think the hardest aspect of AI is imagining what it 'looks like' in a business context. But we have lived since the 1990s with the concept of Expert Systems and Workflow Automation. Products like Sage CRM have offered the capability to embed the best human decision making within automatically executed behaviour right from its release. The huge shift is coming from the ability access massive amounts of historic data and to be able to design simple interfaces to capture the business logic. But AI agents should be a huge boost to Accountancy Practices through automation. Their power promises that work will be processed at a higher throughput, more consistently and at a higher quality of accuracy than ever before. These are exciting times.

Want AI and automation for your practice?...

Do you want artificial intelligence (AI) and automation for your practice? You’re not alone. Accountants are broadly looking forward to a future where AI augments their workload. The majority – 66% – would invest in AI if it automated time-consuming and repetitive tasks. Independent research carried out by data collection agency Viga, on behalf of […] The post Want AI and automation for your practice? Here’s what you need to know appeared first on Sage Advice UK .

Proven strategies to manage your stress as an...

When I set up my training company in 1996 I had the luxury of 3 other additional directors but their main company collapsed and with it their interest in mine so after they had departed I was left on my own. It was really quite frightening trying to manage staff, drive up sales, monitor quality and work out how to pay all the bills. I fully get the advice to have regular meetings with someone with whom you can share the burden. “You might be exhausted, you might be exhilarated, or something might be wrong. But actually, have that check-in"

Proven strategies to manage your stress as an...

Everyone says that starting a company is hard. But if you want to get a sense of exactly how hard, talk Sean Green, Steve Miller, and Ray Nguyen. Today, they are the successful co-founders of Arternal, a CRM solution for art dealers and galleries. But they had set out to found a very different type […] The post Proven strategies to manage your stress as an entrepreneur appeared first on Sage Advice US .

Thursday, May 03, 2018

3 simple ways to use tech and enjoy the...

Probably the most significant shift that took place in my life was when I started to work from home. The horror of commuting sucks so much energy from me that I regard going into the office with dread. I am so lucky that I am able to work at home - see that's the power of the Sage Business Cloud and web based software like Sage CRM! Just not having to get into a metal sausage machine every morning allows me so much more freedom to think and focus on customer and partner issues. I am really not surprised that a survey found that "nearly one in five office workers would move away from urban areas if they could work remotely".

3 simple ways to use tech and enjoy the...

The world of business continues to change rapidly and this has had an effect in the way the global workforce is sourced, organised and managed. Technology and mobile working have an important role to play in this. Knowledge, trade, technology, capital and goods are more globally connected today than ever before and nothing suggests that […] The post 3 simple ways to use tech and enjoy the benefits of mobile working appeared first on Sage Advice UK .

Wednesday, May 02, 2018

Quick Setup & Configuration Component | Sage...

Here's a little component that I wrote for Sage CRM. I wrote it for Sage CRM 2017 but it will work just as well for Sage CRM 2018. The component will allow you to suppress options which aren't needed in the interface. Its all about giving users an experience that is tailored to their needs.

Quick Setup & Configuration Component | Sage...

"Giving new users an an experience that is tailored to their needs" @sagecrmsolution talks about a bite sizing component for pre-sales and project setup.

Understanding business legislation

Keeping track of VAT nearly did my head in when I was running my own business. The law around VAT really will shape the way in which you run your business. Even if you have been in business for ages it will still pay you to make sure that you are on top of all legislative changes and amendments to the law

Understanding business legislation

When you’re running a business, it can be hard to keep up to date with legislation changes. You’ll want to be focusing on delivering your products and services to your customers, while aiming to stay on top of your cash flow. However, legislation plays an important role in how your business is run and it […] The post Understanding business legislation appeared first on Sage Advice UK .

5 podcasts every female business owner should...

Top of my list of advice for new business owners is to join a networking group. These are a great source of advice and mentoring to help grow your business. But depending on where you are these can be pretty male dominated so having an alternative source of advice for women wanting to grow their business in the form of podcasts is really useful.

5 podcasts every female business owner should...

Female entrepreneurs are defying the odds and are opening more small businesses in the U.S. every day. Today, one in three companies in the U.S. are female-owned-and-operated. If you are a female business owner with many demands and slammed with admin tasks, how do you expect to find time to continue to learn and grow […] The post 5 podcasts every female business owner should be listening to appeared first on Sage Advice US .

B2B Sellers Should “SHARE Control” (Versus...

I'm not a sales person but I work pretty closely with both sales and marketing colleagues. This article is really interesting and takes me back to when I had my own company and was developing relationships with customers. I heartily agree that for complex sales conversations we should be developing a "shared control” approach rather than a “take control” approach.

B2B Sellers Should “SHARE Control” (Versus...

An interesting piece on better sales approaches - such approaches can only be improved with solid data & process methods, underpinned by #CRM_As_Foundation

Tuesday, May 01, 2018

B2B Sellers Should “SHARE Control” (Versus...

I'm not a sales person but I work pretty closely with both sales and marketing colleagues. This article is really interesting and takes me back to when I had my own company and was developing relationships with customers. I heartily agree that for complex sales conversations we should be developing a "shared control” approach rather than a “take control” approach.

B2B Sellers Should “SHARE Control” (Versus...

An interesting piece on better sales approaches - such approaches can only be improved with solid data & process methods, underpinned by #CRM_As_Foundation

5 things to consider when choosing construction...

If you are going to make a major contribution to your construction or real estate business what will it be? How are you going to manage costs, improve profits or drive efficiency? Choosing the right software is a major element of this.

5 things to consider when choosing construction...

Choosing construction management software can be tricky. Pick the right software and you’ll increase efficiencies, reduce costs, and better position your company to win jobs. Pick the wrong software, and your return on investment will be frustrated users, clumsy work arounds, and the prospects of another time-consuming software search and implementation. So how can you […] The post 5 things to consider when choosing construction management software appeared first on Sage Advice US .

Monday, April 30, 2018

Why you should focus on your existing customer...

Seriously guys! How many times have you walked away from a sales deal without maximising the opportunity? How much time have you spent chasing a new customer that could have been better spent talking to an existing customer?

Why you should focus on your existing customer...

As entrepreneurs, we tend to spend much of our time thinking about customer acquisition. But maybe we should shift our focus to the customers we have. Time to focus on modular #CRM as part of your Sage100 and Sage300 product

6 CRM Stats a Sales Manager Should always Track

What are the key statistics that you need to ensure that your sales team are hitting the mark? If you need to know just six things to make an improvement this article will help. This is an older article but still good.

6 CRM Stats a Sales Manager Should always Track

The article talks about six CRM stats a sales managers should always track.

5 things to consider when choosing construction...

If you manage a construction, property maintenance or real estate business then you need to make sure that the software that underpins you business is the best for you. This article will help you make that decision.

5 things to consider when choosing construction...

Choosing construction management software can be tricky. Pick the right software and you’ll increase efficiencies, reduce costs, and better position your company to win jobs. Pick the wrong software, and your return on investment will be frustrated users, clumsy work arounds, and the prospects of another time-consuming software search and implementation. So how can you […] The post 5 things to consider when choosing construction management software appeared first on Sage Advice US .

How will GDPR improve customer experience for...

Apart from being simply the most significant thing that will affect the way in which you handle personal data, the GDPR offers you the opportunity to radically improve the level of trust within your customer relationships.

How will GDPR improve customer experience for...

On 25 May 2018, the European Union’s General Data Protection Regulation (GDPR), will come into effect, and its introduction will affect every EU business that handles customer information. While this new regulation has notoriously been deemed a challenge for companies, it can truly benefit your business, offering you the potential to gain a competitive advantage […] The post How will GDPR improve customer experience for your consumers? appeared first on Sage Advice UK .

Friday, April 27, 2018

B2C Customer Experience: How to Excel in...

"Few businesses can survive without personalizing their communication". This is a great article about how we can each start to excel in customer service.

B2C Customer Experience: How to Excel in...

"science has shown us that software makes work faster and reduces the human effort needed." It's all about #CRM_As_Foundation

Thursday, April 26, 2018

5 things to consider when choosing construction...

What business issues do you need a software system to solve in your construction business? Integrating your CRE software with the sales, marketing and service modules of Sage CRM will allow you to derive huge benefits.

5 things to consider when choosing construction...

Choosing construction management software can be tricky. Pick the right software and you’ll increase efficiencies, reduce costs, and better position your company to win jobs. Pick the wrong software, and your return on investment will be frustrated users, clumsy work arounds, and the prospects of another time-consuming software search and implementation. So how can you […] The post 5 things to consider when choosing construction management software appeared first on Sage Advice US .

10 everyday workplace activities that will...

I was at a charity event last night (http://suttonsoup.org.uk) and got chatting with a couple of local business owners who had no idea about GDPR and how it was going to impact the way they run things. Get prepared! @SagePartners

10 everyday workplace activities that will...

On 25 May 2018, the General Data Protection Regulation (GDPR) comes into effect across the European Union, regulating how businesses should handle personal data. Businesses large and small need to get ready for this change. However, research in March from industry analysts IDC found that fewer than half of European small and medium businesses have taken […] The post 10 everyday workplace activities that will totally change under the GDPR appeared first on Sage Advice UK .

Sage CRM 2018 R2: The right to be forgotten and...

Sage CRM 2018 R2: The right to be forgotten and the anonymization of data

Sage CRM 2018 R2: The right to be forgotten and...

Hints, Tips and Tricks Technical Hints Tips and Tricks that cover customization and development using Sage CRM. API usage and coding are covered. Laws such as the GDPR introduce a right for individuals to have personal data erased. The right to erasure is also known as ‘the right to be forgotten’. But what if you need to remove customer data? Anonymization is the recommended approach for implementing the ‘right to be forgotten’ for an individual prospect or customer. Anonymisation is better...Read More

Wednesday, April 25, 2018

5 Questions to Answer Before Investing in your...

Is your company aiming to improve certain steps along the customer journey? Here are 5 questions to answer before investing in your Customer Care Strategy.

5 Questions to Answer Before Investing in your...

"explorations may lead to the realization that you need to strengthen your technology to better meet customer needs. " - useful steps in getting it right, underpinned by #CRM_As_Foundation

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