Tag Archives: Customer retention

June’s Tips and Tricks Tutorials:

Customize Grids & Lists SageCRM presents information in several formats including lists and grids. In this tutorial, we show you how easy it is to customize Lists and Grids to present the information that’s most important to you. Duration : … Continue reading

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Chief Marketers Rules for Success

The rules for success have changed dramatically. Today’s chief marketing officer needs to be a “test and learn” person relying on their CRM system for a strong infrastructure of data, tools, and analytics. With an average tenure of twenty-four months, … Continue reading

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Insights on Insights

Axis principles attended Sage’s annual partner conference, Insights, in May.  In an article posted on WebCPA, Manny Buigas, CPA and principal at Axis Global Partners, was quoted as being “encouraged by Sage’s renewed commitment to CPAs, and to the channel … Continue reading

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Chief Marketers Rules for Success

The rules for success have changed dramatically. Today’s chief marketing officer needs to be a “test and learn” person relying on their CRM system for a strong infrastructure of data, tools, and analytics.  With an average tenure of twenty-four months, … Continue reading

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Sage CRM Online Community

Sage has launched the Sage CRM Online Community where you can connect with other users, read insightful articles, comment on blog posts, and stay current on support issues.  Plus you’ll find a wealth of tips and tricks that will help … Continue reading

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Focused Sales Management with SageCRM

Sales are the lifeblood of any organization.  And even though your customers may not be spending as much as they did during a better economy, you can’t afford to sit things out and wait for a recovery.  It’s important that … Continue reading

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SageCRM 7.0 Available in May

Sage has announced that beginning in May 2010, SageCRM Version 7.0 in both the standalone and integrated versions (via Accpac Extended Enterprise Suite) will be available to customers using Sage Accpac 5.6. Some of the new features of SageCRM 7.0 … Continue reading

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Sage Accpac and Microsoft Excel Working Together

The Best of Both Worlds While Sage Accpac provides some fantastic standard reports, you probably turn straight to Excel when it’s time to get your hands dirty, play with the numbers, and make important decisions.  That’s why we think you’ll … Continue reading

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Business Intelligence is Easier and More Valuable

A recent article on WebCPA.com titled, BI – Not Just for IT Pro’s Anymore – quoted Axis on the benefits of BI as a profit tool.  The article stated that “BI is becoming an understandable, usable and affordable initiative for … Continue reading

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Four Ways Social Media Impacts CRM

From CRMToday.com We found an interesting article on CRMToday.com regarding the projected impact of Social Media on CRM systems.  As businesses are seeing the benefits of taping into social media, it makes sense that utilizing CRM systems to help manage … Continue reading

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