The face of marketing has changed over the years, and businesses have to adjust their sales approach to cater to customer preferences and expectations. While new technologies and trends such as social media and mobile accessibility have certainly opened up new opportunities for business sales, they have also added their fair share of challenges to the sales process.
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BAASS Business Solutions has been using Sage CRM to manage staff schedules for several years now. It has powerful scheduling features for recurring appointments, conflict notification, email and on-screen reminders and more.
Your company is ready to make the transition to CRM software, and by this point you’ve researched the many options available. You’ve found the Business Partner that is best able to meet your company’s needs, and are imagining a future where your CRM is the superstar of your office. That future is entirely possible, but hinges on one important aspect of the implementation: Employee Buy-In.
Read More >I often wonder how well-known is the fact that the Newcastle upon Tyne (UK)-based Sage Group, Plc (LSE: SGE) is a leading global provider of business management software and services to over 6.3 million small and midsize enterprises (SMEs) worldwide.
After over 25 years in existence and with 13,400 employees worldwide, Sage reported US$2.24 billion in revenue in 2010, and the vendor touts its 28,000 business partners and 40,000 accountants’ club members.
For its part, the Sage North America subsidiary (formerly also known as Best Software in the early 2000s) has 4,000 employees and supports more than 3.2 million customers in the United States (US) and Canada (with customers in every state and province) with enterprise applications and services that cover accounting, enterprise resource planning (ERP), customer relationship management (CRM), payment processing, human resources (HR) and payroll.
In addition to providing horizontal products, Sage North America caters to the specialized needs of the healthcare, nonprofit, manufacturing, and construction & real estate industries.
The North American subsidiary had US$850 million in revenues in 2010, and has 5,000 business partners and 20,000 accountants in its network. Other Sage units are Sage North Europe, Sage South Europe, and Sage AAMEA (serving Australia, Asia, the Middle East, and Africa).
In CRM, you may be using Groups, which used to be called "Target Lists". Have you wanted to use or see these Groups in other screens, such as the Company summary screen? Here's how!
Adding a Group/Target List field to another screen
Within the marketing area an individual wave item or wave activity can be linked to a Group, which used to be Target Lists.
How can a Group field be added to another entity?
- Add a new field called 'comp_targetlist' to the company table. The type must = 'Integer'.
- Add the field to the companyboxlong
- Open your Query Analyser or SQL query tool and change the meta data by running:
update custom_edits
set colp_entrytype = 60, colp_defaulttype= null, colp_entrysize=null
where colp_colname = 'comp_targetlist'
The Group field type = '60'.
- Refresh the metadata.
- Navigate to a company summary page and test.