Since opening for business in 2004, managing Sage CRM projects has been the exclusive purpose of Dan Cousins & Associates Inc. This singular focus over the past 13+ years gives us a unique and experienced perspective. We are exceptionally effective at making projects successful and have a methodical, proven approach. From designing strategies and workflows that make sense to following through with proper training, we are your best option for Sage CRM direction and support.
Many of the projects that we’ve implemented use Sage CRM to manage equipment and service records. That might not be the first thing that comes to mind when you think of what is usually tracked within a CRM system, but managing service records in Sage CRM is a surprisingly easy and flexible solution. Watch the video.
Sage CRM dashboarding allows us to compile multiple sets of results or reports onto a single screen. In this article and video, we will guide you through a use case scenario of practical dashboards. Here’s our guide.
Well, It depends on how we quantify small enterprise. Sage CRM is ideal for companies that need to streamline processes between departments or provide customer-facing staff with financial information, including the ability to create orders through the Sage CRM interface that pass through to the Sage accounting system. Read more.
We have recently won a couple of projects from clients who were also considering Salesforce.com. Salesforce dominates the CRM industry, so why did they decide to use Sage instead? Find out inside.
Accelerator is a third-party application that radically changes the Sage CRM user experience, integrating the Sage interface directly into Outlook for ease of use. Learn more.
Looking to access your customer data directly form Sage CRM? Crystal Reports for Sage CRM allows you to do that. Learn more.
Looking for funding for Sage CRM training? Recently one of DCAA’s new clients applied for the WIPSI program to help cover costs. Learn what they did, and how your growing company can too. Plus, get templates for your application. Learn more.
With support and a nice integration, email marketing with Sage CRM makes a lot of sense for businesses today looking to connect with more clients and customers in a cost efficient way.
Learn more about the tips and benefits about email marketing for Sage CRM with MailChimp expert and Markitors CEO, Brett Farmiloe.
What are your options when it comes to Sage CRM on mobile devices?
Well, Sage CRM mobile device access is complicated. Let’s make it less complicated by separating out your 3 Sage CRM mobile device access choices.
Sage CRM is a very useful tool for businesses because it’s completely configurable and open-ended. Businesses can change it up however they want so it does exactly what they need it to. With all its capabilities, it’s not always obvious exactly what Sage CRM can do for you.
Read more about what Sage CRM can do for your business.
People often ask how Sage CRM can help them with their marketing efforts. While everyone has different needs when it comes to marketing their business, Sage CRM can help with a multitude of them. See how the Sage CRM marketing features can help you promote what you do.
Read more about the Sage CRM marketing features.
Thanks to Sage CRM’s Outlook Integration, filing and finding important communications can be done quicker and easier than ever. With multiple options for how to organize emails, you can find the method that works best for you.
Learn more about how Sage CRM’s Outlook Integration helps with organization.
It takes time to fully understand and implement a Sage CRM system. We’ll work with you every step of the way to help you design your system, build it, and train those who will be using it. Work with us when going through the process of Sage CRM training and implementation.
Learn how we will help you get started with your Sage CRM.
For 15 years, the Third Party Advantage Conference has showcased development partner products that work with Sage CRM and Sage 300. This year’s event runs April 9-11, and DCAA will be there to chat with you and answer your questions.
Here’s more on what to expect at TPAC 2017.
HRMS for Sage CRM will soon include a new integration with Sage 300 Payroll. It will again be a read only integration with payroll showing check history under the Employee listing in Sage CRM.
Learn more about Sage CRM’s upcoming integration with Sage 300 Payroll.
Company organization and communication is important, especially when it comes to the flow of tasks through a department or between multiple departments. You might already have a system when it comes to how things work in your company. What if bringing in a new workflow engine throws off your groove? That’s not something you need to worry about with Sage CRM’s Customizable Workflow Engine.
Learn more about how Sage CRM’s Workflow Engine can help your business.
Every company is different and each has their own way of doing things. Something that can be said for each, though, is they all need a way to communicate across the different departments and levels. Using Sage CRM as a communication tool, it will be easy for staff to keep track of all of the messages and appointments that pass through each employee.
Read more about how you can use Sage CRM as a communication tool.
Having some sort of form on your website is common these days. Where does your form go once it’s been filled out, though? Do you have a quick and easy process in the back end? Thanks to Sage CRM’s Website Integration, handling inquiries behind the scenes is very practical. With this feature, you’ll have all the tools necessary to make everything run smoothly for your business.
Take a closer look at Sage CRM’s Website Integration.
If you are looking for a way to organize your employee information, look no further than Sage CRM’s Human Resources Management System, or HRMS for short. This HR Module provides a broad range of functionality that is easy to use and can be configured to fit the needs of your company. In this article, you’ll learn more about what you can do with Sage CRM’s HR Module.
Read More about the Sage CRM HR Module
You need a way to organize different aspects of your business, so you’re considering using a CRM. Well, meet Sage CRM, a software application that you can use to organize how information flows through your business. To give you a little more information, we’ve compiled the 5 most frequently asked questions about Sage CRM.
Take a look at Sage CRM FAQs