SageCRM v7.2 Base Install Package for Sage 100 Customers
Brought to you by Effective Solutions
Effective Solutions has been performing SageCRM installations for Sage 100 Customers for over 5 years now and we are
excited to announce our SageCRM Base Install Package for Sage 100 Customers. We have taken the efficiencies and
processes that we have built for other SageCRM customers over the years and included them in an incredible out-of-thebox package that will make your organization more productive and efficient.
Here are the highlights of what we include with our base SageCRM install package for Sage 100 Customers:
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We work with you to plan out the technical details of your installation
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Install and Configure SageCRM on your server and setup the integration with Sage 100
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Bring all of your customers from Sage 100 into SageCRM
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Customized Company and Person summary screens that include key sales metrics and past due balances
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Customized Company and Person find screens
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Custom Quote, Open Order, Invoice and Items Purchased tabs that allow you to view Sage100 transaction
information right from the Customer record in CRM
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A system for tracking phone and email communications with your customers and prospects
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A system for making sure you stay in touch with your Customers and Prospects
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Preconfigured Sales Rep and Manager Dashboards
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Two training sessions to get your company trained and running on SageCRM: A 2-hour Report and Admin Training
session and 3-hour End User training session
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30 days of support after we deliver your End User Training session (go live)
The subsequent pages of this document cover the details of our base SageCRM Install Package for Sage 100
Customers.
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Here is a technical and detailed overview of the planning and consulting services that are included with your
SageCRM package
Software Prerequisites
- Need to be on Sage100 2013 or Sage100 2014 ERP software
- Server needs to be running Windows 2008 R2 or higher
- SQL Server 2008 R2 or 2012 is required as well as appropriate number of CALs
- SageCRM will run on the latest versions of IE, Chrome, Firefox and Safari browsers
- Need to be running Microsoft Office/Outlook 2010 or higher for Outlook Plugin functionality
Planning your SageCRM install
- Review of current server and network environment
- Identify server to install and run SageCRM, verify specs (Server OS, remote access, etc)
- Determine if SQL Server is currently in place, or if it will need to be purchased and installed
- Gather Exchange Server/SMTP information so that users can email out of SageCRM
- Verify version of Sage100/MAS installed
- Make sure we have SageCRM license keys for install
- Sage 100 Workstation software will need to be installed and operational on CRM server
- We will need an administrator login to your Sage100 system
- Put together initial list of SageCRM users
Installing SageCRM on your Server
- Pre-configure Windows IIS Web Server Settings
- Download and install the SageCRM software
- Download and install latest patches for SageCRM
- Configure Default system settings in SageCRM
- Configure SMTP settings in SageCRM so that users can email out of CRM and utilize email templates built in the
system. May need to work with your IT firm on this one to get CRM to relay mail to your Exchange Server. Test and
verify operation.
- Configure Default User template in SageCRM for creating new user accounts
- Test and Verify operation of dashboards in CRM
- Perform base customization to Company and Person screens in SageCRM
- Implement scripts to track Last Communication Date and NoComm30 and NoComm60 fields
- Adjust default database settings in SQL
- Setup nightly backup maintenance plan in SQL to backup the CRM database each night
Configure Sage100 Integration with SageCRM
- Setup default parameters in Sage 100 to activate Integration Engine
- Configure CRM Server and Company Options in Sage 100
- Verify that Integration Engine is communicating properly and data is syncing between Sage100 and CRM
- Configure Salesperson User Mappings
- Run the Relationship Management Wizard to bring all Sage100 customers in to SageCRM
- Verify customer information in SageCRM
Configure Advanced Integration with Sage100 to bring over additional key data into SageCRM
- Setup and configure ODBC connection to Sage100
- Setup Linked Server in SQL, test and verify
- Build new Company Fields in CRM
- Add fields to the screen in CRM
- Build Sales Order Header and Line Item tables in SageCRM
- Build Invoice Header and Line Item tables in SageCRM
- Build Open Orders, Invoices, Items Summary, Product Line Summary and Items Purchased tabs to appear at the
Company Level in SageCRM
- Implement SQL scripts to pull data from Sage100/MAS into CRM. Test and Verify.
- Setup Jobs in SQL to automate the import of data (typically nightly)
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Here is what your Company Screen in SageCRM will look like. You will have all of this key information at your
fingertips when you pull up a customer record in SageCRM. The fields in GREEN are the fields that get updated from
Sage100 either immediately or on a nightly basis.
The Company Screen in Edit Mode:
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From the Company Record the SageCRM user can quickly see Quotes, Open Orders and Invoices for the current
customer they have up on the screen.
All 3 tabs (Quotes, Open Orders and
Invoices) give you a list like this one. And
you can click on the transaction number to
see the line item data.
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You also get 3 Item related tabs (Item Summary, PL Summary and Items Purchased) on the Company record that let you
analyze Item Level data for the customer in SageCRM.
ITEM SUMMARY TAB: Lets you quickly see what items the customer has purchased and compare it to last year item
sales.
PL SUMMARY TAB: Lets you quickly see what Product Lines the customer is purchasing and compare it to last year’s
product line sales.
ITEMS PURCHASED TAB: The ultimate analysis tool. This tab displays all of the items that the customer purchased
during the current and previous year and displays it in a list that you can sort and perform searches and filters on.
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Here is what your Person Screen in SageCRM will look like. Pretty basic because most of your important information is
stored at the Company level.
In Edit Mode:
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SageCRM has Find Screens that let you do quick searches within your SageCRM database. We customize the Company
and Person Find screens to include the fields most commonly used. Here is what your Company Find Screen will look
like.
Here is what your Person Find Screen will look like:
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One of the main benefits of a CRM system is the ability to store important communications with the Customer or
Prospect Record. You will be able to record new communications records in SageCRM by using the NEW TASK option:
Those records then get stored on the Communications tab of the Company in SageCRM so you can pull up any record in
SageCRM and see who spoke with that Company last, and what was said.
SageCRM also includes an Outlook Plugin that we will show you how to install on your computers to allow CRM users to
FILE EMAILS from Outlook to SageCRM. Once the Outlook Plugin is installed, the user will see an additional CRM tab in
Outlook. CRM users can then select emails in Outlook and click on the FILE EMAIL button to make a copy of the email in
SageCRM. You also have the ability to SEND AND FILE when you send emails out of Outlook.
When you click on the FILE EMAIL button it
will make a copy of the selected email under
the appropriate company record in CRM.
Any attachments on the emails are also
included. The user can then delete the
email from Outlook if they would like!
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A system for making sure you stay in touch with your Customers and Prospects.
One of the biggest challenges for sales organizations is making sure they touch base with their customers on a regular
basis. The base SageCRM system that we provide you includes a system for tracking the Last Communication Date and
it will flag accounts that haven’t been contacted in 30 days and 60 days so you can take action on those accounts.
On the Company Record in CRM we maintain the following fields.
As you enter in new communications (Phone, Email) your SageCRM system will automatically update these fields, and
each night it will automatically check to see if there are new Company Records that fall into the No Comm 30 Days or No
Comm 60 Days criteria, and set those fields to TRUE where appropriate.
You can then use those fields in lookups, groups, reports and best of all, dashboard gadgets. When we get to the
dashboards included, we will show you how we incorporate the NoComm30Days field into the gadgets.
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Dashboards bring all of the key CRM information together on to a single screen. This is a key efficiency item for
your SageCRM users.
Here are the dashboards you get with your system out of the box. The dashboard gadgets are interactive, meaning you
can click on rows to jump to specific records, and you can click on charts to get detailed reports.
Sales Rep Dashboard
Rep Customers that haven’t
been contacted in 30 days
Rep Customers behind in YTD Sales
Rep List of Pending Tasks
Rep Calendar Today
Manager Dashboard
All Customers behind in YTD Sales
Invoiced Sales This Month
Communications Entered into CRM Today
Invoiced Sales Last
Month
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Training Sessions included in your base SageCRM Package
As with any software implementation, training is critical to a successful implementation. We include both an End User
Training session and a Report and Admin training session with your implementation package. Here are the details of
what we cover in each of the training sessions.
All training sessions are done via web meeting, and recorded. The recording is then provided to you for future use and retraining.
END USER TRAINING SESSION AGENDA (3 hour session)
1. Logging into your system
2. Discuss Data that exists in the System
a. MAS customers are in CRM
3. Moving around in SageCRM
a. Screen Navigation
b. MY CRM
4. Working with Companies and People
a. Finding Companies and People
b. Understanding Company and Person structure
c. MAS Integration – what data syncs between MAS and CRM
d. Reviewing Order, Invoice and Item Purchased information
e. Creating new Companies and People
f. Adding additional People to an Existing Company
g. Entering in Communications
h. Attaching files
i. Using Email Templates in CRM
5. Emailing with CRM and Outlook Integration
a. Discuss Outlook Integration as it relates to email
b. Sending Emails from CRM
i. Discuss the concepts of email templates
ii. Identify some templates we may want to create
c. Attaching emails from Outlook to your CRM
d. Syncing your Contacts from CRM down to Outlook
6. Managing your Activities and Outlook Integration
a. Discuss Outlook Integration as it relates to Calendar and Contacts
b. Schedule Meetings, Calls and To-do’s in CRM
c. Using the Calendar in CRM
d. Scheduling items in Outlook
7. Functionality Recap – Bring it all together
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REPORT AND ADMINISTRATOR TRAINING SESSION AGENDA (2 hour session)
1. Advanced Searches and Groups
a. Saved Searches from the Find Screens
b. Saved Searches from Advanced Finds
c. Setting up Groups (Static and Dynamic)
2. Creating and Using Email Templates
a. Setting up a default email template
b. Building a library of email templates in your system
3. Creating and Using Document Templates
4. Reports
a. Review existing reports that come with SageCRM
b. Modifying Reports
c. Creating New Reports and New Report Category
5. Working with Dashboards in SageCRM
a. Creating new dashboards
b. Adding gadgets to a dashboard
c. Modifying Dashboard Templates
d. Dashboard strategies
6. User Creation and maintenance
a. Adding a new user – use the templates
b. Review user settings and preferences
c. Don’t Delete Users – Use Disable and Reassign if necessary
7. Database Customization
a. Fields (Various types, and best practices)
b. Secondary Entities: Address, Phone and Email fields
c. Screens – using the “Inline Customization” option
d. Lists – changing the columns that display on your lists
e. Filter Boxes
8. Advanced Find > Mass Update feature
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