Understanding Quotes and Orders in Sage CRM Cloud Defining Quotes and Orders When I first dug into Sage CRM Cloud, I was a bit overwhelmed by the terminology. Quotes are essentially proposals generated for customers outlining potential sales. Orders, on the other hand, are the confirmed requests from customers based on those quotes. Understanding these […]
Understanding the Need for Group Creation Why Create Groups? Creating groups in your CRM is essential for organizing your sales data effectively. You see, when you have a lot of clients and sales data, it can become a whirlwind of information. By grouping your clients based on certain criteria, you streamline your communication and marketing
Gather Necessary Information Identifying Essential Details Before jumping into the nitty-gritty of Sage CRM, the first step is to gather all the necessary details about the new company you plan to set up. Think of it like preparing for a big presentation – you want to have everything laid out in front of you. Collect
Understanding the Importance of Clean Data Why Duplicate Data Matters Let’s get real for a second—duplicate phone numbers and emails in your CRM can create a mess that’s tough to clean up. I can’t even tell you how many times I’ve stumbled upon conflicting data that led to missed opportunities. When we have duplicate entries,
Hey there! If you’re using Sage CRM 2017, you might have run into a common headache: duplicate phone numbers or email addresses in your database. Trust me, I’ve been there, and it can be a real pain to sort through all of that clutter. Fortunately, I’ve learned a few tricks along the way to help