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

1. 1
Sundae Solutions Company Limited www.sundae.co.th
283 Surawongse Rd., Surlyawongse, Bangrak, Bangkok 10500, Thailand Tel. (662) 634 8899 Fax (662) 634 8896
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!
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. 2
Sundae Solutions Company Limited www.sundae.co.th
283 Surawongse Rd., Surlyawongse, Bangrak, Bangkok 10500, Thailand Tel. (662) 634 8899 Fax (662) 634 8896
1. 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. 3
Sundae Solutions Company Limited www.sundae.co.th
283 Surawongse Rd., Surlyawongse, Bangrak, Bangkok 10500, Thailand Tel. (662) 634 8899 Fax (662) 634 8896
Once
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. 4
Sundae Solutions Company Limited www.sundae.co.th
283 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. 5
Sundae Solutions Company Limited www.sundae.co.th
283 Surawongse Rd., Surlyawongse, Bangrak, Bangkok 10500, Thailand Tel. (662) 634 8899 Fax (662) 634 8896
Where
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