SageCRM 7.0 Features

Sage CRM 7.0 Linked Data Gadgets

Here is some of what’s coming in SageCRM 7.0, which is currently in Development Partner beta. Read more

Tweet Share: Comparing CRM Business Solutions

I came across this blog post today, and it was the first time I’d heard about comparing “Tweet Share”, which is market share for Twitter.  Of course I always monitor CRM-related keywords on Twitter, but I hadn’t thought about looking more closely to analyze what PR folks call “Share of Voice.”   So, I decided to some CRM comparisons based their Twitter presence. Read more

SageCRM Used by Nonprofit Seniors at Home for Successful Referrals

SeniorsAtHome

Seniors At Home is a division of Jewish Family and Children’s Services, which is one of the oldest charitable organizations west of the Mississippi.

The mission of Seniors At Home is to help seniors live safe, healthy, independent lives in their own homes. Read more

Comparing SageCRM Editions

SageCRM

Confused by the different SageCRM editions (SageCRM 200, SageCRM 100 and SageCRM.com)?  Wondering which one may be for you?  Here’s a breakdown of the differences:

SageCRM.com

This is the cloud version of SageCRM.   As a multi-tenant, hosted solution, SageCRM.com is instant-on and is paid for on a per user, per month basis (no long term contract required).  For companies that want to get started quickly with a basic implementation of SageCRM, this is an option to consider. Read more

SageCRM 6.2 Beta Announced

With SageCRM 6.2 going into beta, the new features have been announced.  Here’s an overview:

Branding Toolkit

SageCRM will now include alternative themes.  Custom themes can also be created by customizing style sheets. Read more

SageCRM 100/200 Deployment Options

SageCRM.com is hosted, multi-tenant version of SageCRM.  SageCRM 100/200 is the version of SageCRM that can be purchased. SageCRM 100/200 can be deployed in one of three ways: Read more

SageCRM Web Form to Case

Companies that are using or planning to use SageCRM for Case (Ticket) management are often looking for an anonymous Web Form to Case functionality, so that a customer can be prompted for a serial number or a specific software version — and this information will be sent to custom fields within the SageCRM Case record.

There are several ways that this can be set up, but the following is the best way to set it up when SageCRM is hosted within a company’s firewall: Read more

You May Need to Recreate Views Manually

The most enigmatic error in SageCRM is probably “You may need to recreate views manually.”  There are several reasons why this can appear.  Before making any changes to SQL Server, make sure to back up the database. Before making any changes to the Registry, back it up.

The “sa” User Password Has Been Changed

If the sa password has been changed in SQL Server and not in SageCRM, it will need to be changed in SageCRM.  If the sa password is not known, it will need to be changed in SQL. Read more

Insurance Marketing Organization Ensures Success With Lexnet And SageCRM

AMZ FinancialInsurance Marketing Organizations, or IMOs, design insurance products, and then market those products to insurance companies and independent brokers. AMZ Financial Insurance Services, LLC is one of the country’s most successful IMOs, focusing primarily on life insurance products. AMZ Financial was formed six years ago by four partners Read more

SageCRM Success Story – Citeline

CitelineIn an era where the process of bringing a new prescription drug to market can cost over a billion dollars and consume a decade or more, pharmaceutical firms are eager for fast, reliable, current, and complete information on the clinical trials affecting their marketplace. Citeline, Inc. is the leading provider of clinical trial intelligence to the pharmaceutical industry.

Just six years old, the start up company boasts more than 20,000 registered users of its proprietary online informational database, Read more