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Welcome to our blog. Here you can access the latest blog posts from across the company.

Sage CRM Version 2019 (R1) Released

Support Update
 February 2019    Adam Bates    Sage CRM

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Sage CRM 2019 R1 was released to the Sage operating companies on Monday 4th February 2019.

Sage 2019 R1 has focussed on incremental improvements and enhancements of existing features. The developers have continued to grind down on the bugs and the Release Notes document over 40 issues addressed in this release. All these changes have been updated in the Help Centre

Sage CRM Help

Sage CRM Pipeline Graphic

LinkedIn Article
 November 2018    Sean Mimnagh    Opportunity Pipeline

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Now, we've seen some major changes to the Sage CRM user interface over the last 15 years and with every release the UI is better, more responsive and cleaner in design. The calendar has undergone some major changes in the past year and we're seeing more inclusion of Telerik's Kendo UI such as the new 2018 R3 Calendar grid.

One area that hasn't had much attention is the Pipeline graphic displayed within Leads, Opportunity and Case lists. So when one of our customers asked us to add something visual to their custom entity grid in MyCRM, we could have just implemented the CRMPipelineGraphicBlock object (image on the right). Then we remembered the pipeline that made a brief appearance in the SageCRM cloud platform.

So, that got us thinking and we came up the following. Click the button to the right and take a look.

Sage CRM Opportunity

Keep an eye on the hamburger button near the middle of the screen.

Securing your Sage CRM System

LinkedIn Article
 September 2018    James Grant    Search Engines

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It is likely that an implementation of Sage CRM will require you to think about how users will access the system from beyond the corporate network.

In these circumstances Sage CRM's web server is likely to be placed within the organisations Demilitarized Zone (DMZ). This can be either a implemented as a physical or logical subnetwork that exposes the web server to the Internet.

Sage CRM can be set up to use HTTP/SSL to ensure still greater security when passing data and user credentials. This is a very important consideration when accessing CRM using the SOAP and SData as these pass data in plain text and so should be encrypted.

Sage CRM Configuration

Bring your office walls to life

LinkedIn Article
 August 2018    Lauren Jones    Dashboards

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Service levels, number of calls, average hold time… are just some of the numbers that we immediately think of when we imagine a wallboard display blinking away in a call or contact centre.

However, our CRM Experts have combined these with a richer set of metrics from several sources of information, including Sage CRM, Sage 50cloud, Sage 200 and Sage Enterprise Management (Formerly X3) and have already built a readily available suite of easily deployed tiles.
We've added some tips when considering a big screen wallboard.

Sage CRM Dashboard

Sage CRM Version 2018 (R3) Released

Support Update
 August 2018    Sean Mimnagh    Sage CRM

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The latest version of Sage CRM has completed its development and has been delivered to each of the different Sage country teams around the world. Find out what's new in this release by following the links below.

You can also search and browse documentation and videos related to Sage CRM and its integrations with other Sage products at help.sagecrm.com

Sage CRM Help

Gateway2Lease Testimonial

LinkedIn Article
 July 2018    Lauren Jones    Case Study

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Gateway2Lease

“Here at Gateway2Lease we are a family run business in Worcestershire that is now over 10 years old. We grew very quickly and have built a great structure with strong local links. To continue to grow, we need partners like Spire, that are flexible and provide a service with the sole purpose of offering the right products tailored to the individual business needs.

We needed a hosted telephone system with call recording that was easily accessible wile adhering to data protection and strict legislation laws. Our suppliers at the time could not provide this and we were unhappy with their service. There was no flexibility or options to downsize or switch products at anytime. Contracts were restrictive and we felt that we did not benefit in anyway by agreeing to such strict terms. We also found that billing was often very complicated to understand and they were unable to provide us with the right service for our business needs.

We needed a company that was completely transparent, offered the right solution and provided great service. I knew going forward I wanted a local and trustworthy provider. There is a lot to be said about going with local independent businesses. Big corporate companies often can not match the level of service and detail that independent businesses can offer. For example in my experience larger companies may be able to offer every service in one package but they do not have the key communication needed to deal with clients or have the speed of response needed for any issues. They are quick to sell or upgrade packages without understanding your actual requirements when a simpler or cheaper solution can often be the better choice.

We found Spire to be the right company for us. Having met on many occasions with the Spire team we built a relationship that gave me complete confidence and trust in them which is incredibly important to us at Gateway2Lease. I know we get what we need, when its needed, with no unnecessary add ons. Spire never push you to upgrade or buy, they spend the time to get to know their clients and their business needs ensuring they offer the right tailored solutions.

Switching providers is not always quick and simple but in my experience Spire has made that process slick and as easy as it could have been. We haven’t lost any service during that switch over period which was paramount to the running of Gateway2Lease. They have offered us a tailored solution that has proven to be effective and reliable ensuring we are compliant as well as giving me the confidence to know that we are all able to work remotely if needed.

MY ADVICE TO ANYONE LOOKING FOR TELEPHONY AND/OR BUSINESS MANAGEMENT SYSTEMS WOULD BE:

1. Work with a company that you trust.
2. The big national providers are not always the best. They can often be focused on just selling not on providing a good service.
3. Do your research.
4. Understand who your dealing with and what you want from a provider.
5. Search for reviews and ask questions.
6. Meet the teams.
7. Find out what roles these companies play from start to finish. Are they there with you through every step of the way?
8. I would strongly recommend Spire.

My experience with Spire has been excellent and will continue to be, I’m sure. Spire always did what they said they would do, have always been contactable, responding quickly and welcoming all queries. Your accountable when recommended a service to a friend or connection but I do this with confidence. I would strongly recommend Spire, they are a company you can trust to deliver with a completely transparent process from the start to end.”

Rob Marshall Gateway2Lease - Operations Director

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Sage CRM 2018 (R2) Consent Management

Vimeo Upload
 May 2018    Sean Mimnagh    Sage CRM

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Sage CRM New Feature Video

The GDPR requires that you have evidence of consent from a contact to be marketed to via email, text, calls etc.

In the this video demonstration we shall look at the features in Sage CRM that allow you to manage such customer consent.


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Receive £3000 To Upgrade Your Business Broadband

Facebook Post
 April 2018    Paul Valentine    Broadband

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As businesses increasingly adopt Cloud-based solutions, the pressure on poor internet connectivity is mounting. The Gigabit Broadband Voucher Scheme actively encourages businesses like yours to transform current regular broadband connections to an ultrafast, ultra reliable and ultra secure Gigabit-capable connection.

The Nationwide Gigabit Broadband Voucher Scheme (GBVS) will provide vouchers worth up to £3000 for a small and medium sized business to help with the costs of connecting to full fibre broadband.

Sage CRM Version 2018 (R2) Released

Support Update
 April 2018    Sean Mimnagh    Sage CRM

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The latest version of Sage CRM has completed its development and has been delivered to each of the different Sage country teams around the world. Find out what's new in this release by following the links below.

You can also search and browse documentation and videos related to Sage CRM and its integrations with other Sage products at help.sagecrm.com

Sage CRM Help

Kep an eye out for our case studies. Spire are proud to be working with:

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