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Sage CRM Facebook Component for Sage CRM 7.2
Sage CRM Facebook Component for Sage CRM 7.2
Sage CRM Facebook Component for Sage CRM 7.2
Sage CRM Facebook Component for Sage CRM 7.2
Sage CRM Facebook Component for Sage CRM 7.2
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Sage CRM Facebook Component for Sage CRM 7.2

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Sage CRM Facebook Component Now Available for Sage CRM 7.2! …

Sage CRM Facebook Component Now Available for Sage CRM 7.2!
Apr 18, 2013
Facebook has risen to become one of the leading global social networks. Currently, 900,000,000 registered users can be found on Facebook, and this number is likely to rise. In the same way, brands and companies are setting up Facebook pages in an effort to capture more leads and customers.
If you are a sales person looking to get more insight into the person you are meeting at your next pitch, or if you are a customer service agent wanting to get a better picture of the company you’re resolving an issue for, chances are you can find a lot of relevant information about them on their Facebook page and/or profile.

The Facebook for Sage CRM component links Facebook profiles to your Persons and Facebook pages to your Companies. Once this is done, you will be able to get basic public information about a contact or a company, without having to leave Sage CRM!


Fore more information, please contact our Sales Representation at

Sundae Solutions Co., Ltd.
T| 0 2634 8899
F| 0 2634 8896
E| sales@sundae.co.th
W| www.sundae.co.th

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  • 1. 1Sundae Solutions Company Limited www.sundae.co.th283 Surawongse Rd., Surlyawongse, Bangrak, Bangkok 10500, Thailand Tel. (662) 634 8899 Fax (662) 634 8896Sage  CRM  Facebook  Component  Now  Available  for  Sage  CRM  7.2!  Apr  18,  2013          Facebook  has  risen  to  become  one  of  the  leading  global  social  networks.  Currently,  900,000,000  registered  users  can  be  found  on  Facebook,  and  this  number  is  likely  to  rise.  In  the  same  way,  brands  and  companies  are  setting  up  Facebook  pages  in  an  effort  to  capture  more  leads  and  customers.  If  you  are  a  sales  person  looking  to  get  more  insight  into  the  person  you  are  meeting  at  your  next  pitch,  or  if  you  are  a  customer  service  agent  wanting  to  get  a  better  picture  of  the  company  you’re  resolving  an  issue  for,  chances  are  you  can  find  a  lot  of  relevant  information  about  them  on  their  Facebook  page  and/or  profile.    The  Facebook  for  Sage  CRM  component  links  Facebook  profiles  to  your  Persons  and  Facebook  pages  to  your  Companies.  Once  this  is  done,  you  will  be  able  to  get  basic  public  information  about  a  contact  or  a  company,  without  having  to  leave  Sage  CRM!    The  Facebook  component  is  available  for  download.  Please  contact  our  sales  representative  for  details.  These  are  the  steps  that  you  will  need  to  follow  to  install  the  component.    
  • 2. 2Sundae Solutions Company Limited www.sundae.co.th283 Surawongse Rd., Surlyawongse, Bangrak, Bangkok 10500, Thailand Tel. (662) 634 8899 Fax (662) 634 88961. In  Sage  CRM,  select  Administration  |  Customization  |  Component  Manager.  The  Components  page  is  displayed.  If  any  components  were  previously  installed  on  your  system,  they  are  listed  on  this  page.  2. From  the  Add  Component  panel,  browse  to  the  component  ZIP  file  location,  and  select  Open.  3. Select  the  Upload  New  Component  button.  The  Component  is  added  to  the  Available  Components  list.  4. Once  the  Facebook  component  becomes  part  of  your  list  of  available  components,  you  can  just  select  it,  and  select  Install.      Linking  a  Person  to  a  Facebook  Profile  page  in  Sage  CRM  In  the  context  of  a  Person  in  Sage  CRM,  you  will  see  a  new  “Facebook  Profile”  field  once  the  component  has  been  installed.  Select  Change,  then  click  on  the  Facebook  icon  that  appears  to  search  for  the  Person’s  profile  page.    The  following  pop-­‐up  window  will  appear:        
  • 3. 3Sundae Solutions Company Limited www.sundae.co.th283 Surawongse Rd., Surlyawongse, Bangrak, Bangkok 10500, Thailand Tel. (662) 634 8899 Fax (662) 634 8896Once  you  have  saved  your  change  as  well  as  the  person’s  record,  you  will  be  able  to  easily  access  the  profile  of  the  person  by  clicking  on  the  Profile  link  in  the  Person  Summary  tab.  This  will  open  the  profile  page  in  a  new  window,  but  not  in  Sage  CRM  itself.        Linking  a  Company  to  a  Facebook  Page  In  the  context  of  a  Company  in  CRM,  you  will  see  a  new  “Facebook”  field  once  the  component  has  been  installed.  Follow  the  same  procedure  as  before  to  link  the  company  to  a  Facebook  page.  For  example,  if  you  are  looking  for  Sage  CRM:        Once  you  have  saved  your  change  as  well  as  the  company’s  record,  Sage  CRM  will  try  and  retrieve  the  company’s  profile  picture.  If  a  picture  is  found,  then  it  will  replace  the  company  icon  at  the  top  of  the  screen.      From   To        In  the  Company  Summary  tab,  you  will  also  have  two  Facebook  links:  ·∙                  Profile:  opens  the  Facebook  page  in  a  new  window.  ·∙                  Feed:  opens  a  pop-­‐up  tab  in  Sage  CRM  with  the  company’s  news  feed,  as  well  as  information  about  the  people  who  like  this  page.    Note:  To  close  the  tab,  click  on  the  Feed  button  again.  
  • 4. 4Sundae Solutions Company Limited www.sundae.co.th283 Surawongse Rd., Surlyawongse, Bangrak, Bangkok 10500, Thailand Tel. (662) 634 8899 Fax (662) 634 8896    Finding  a  Company  or  a  Person  If  you  search  for  a  company  or  person,  Sage  CRM  will  display  a  link  to  the  company  or  person’s  Facebook  profile  beside  their  name.        Note:  Sage  CRM  Administrators  and  Developers  should  be  aware  that  Facebook  field  types  should  not  be  changed  as  this  may  cause  the  add-­‐on  to  stop  working  properly.    
  • 5. 5Sundae Solutions Company Limited www.sundae.co.th283 Surawongse Rd., Surlyawongse, Bangrak, Bangkok 10500, Thailand Tel. (662) 634 8899 Fax (662) 634 8896Where  to  get  it  You  can  download  the  component.  Please  contact  our  sales  representative  for  download.    Get  social  with  Sage  CRM!  On  top  of  this  Facebook  integration,  Sage  CRM  7.2  also  introduces  a  free  integration  with  Yammer,  a  powerful  collaborative  social  network  for  professionals  working  in  the  same  company.  Please  contact  our  sales  representative  about  this  new  feature.      Sage  CRM  also  integrates  with  LinkedIn  and  Twitter,  and  lets  you  browse  RSS  feeds  from  within  the  Interactive  Dashboard.    Find  out  more  about  these  useful  features:  § Using  Sage  CRM  to  make  LinkedIn  work  for  you  § Tweet,  Tweet,  Tweet  § Using  a  RSS  to  bring  live  Social  Media  feeds  into  the  Interactive  Dashboard  What  do  you  think  of  the  Facebook  integration  feature?    Are  you  planning  on  using  it?      Fore  more  information,  please  contact  our  Sales  Representation  at  Sundae  Solutions  Co.,  Ltd.  T|  0  2634  8899                          F|  0  2634  8896  E|  sales@sundae.co.th    W|  www.sundae.co.th    

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