Top Tips to Easily Manage Your Projects


Since SAGE Online was designed specifically for the promotional products industry, there are plenty of features that can help you manage your projects easier than ever! The SAGE Online CRM module and Order Management module have all the tools you need to keep track of your client information and successfully manage your orders. Here are our top tips on how you can easily organize projects in SAGE Online.

1. Import Clients into CRM

The SAGE Online CRM module is an easy tool that organizes all your client history and improves your customer service. Not only can you store all your customers’ contact information, but you can also track leads, record sales opportunities, schedule follow-ups, and link all presentations and order forms directly to your customer.

To manually add new clients, head over to the CRM module and click “New Client Company” directly under the “Home” tab on the top left-hand side to get started. Then, add your client’s company information like company name, contact information, and specific information like custom discounts or shipping preferences. If you want to import from an Excel spreadsheet, check out our printable checklist that will guide you through the steps of formatting your contact list.

2. Add Client Logos

Adding this valuable information, like your client’s logo, will make creating virtual samples, presentations, and Print Studio catalogs a breeze. 

To upload a logo, select the company from the list on the left-hand side and click on the “Logos” option on the top menu bar. Then, click the blue “+” button at the bottom of the page to add a logo. You can add multiple logos including full color, one color, or simplified options so you always have the right logo for a project!

3. Schedule Tasks and Follow-Ups

Whether you just got a new lead from your website or want to check in on customers who haven’t ordered in a while, scheduling follow-up reminders is a great way to improve your customer service.

To add a new task, select the client from your list and click “Tasks” in the top menu. Then, click on the “New Tasks” button on the right and fill in the information for due dates, priority, subject line, notes, and more. Once the task has been completed, just double click on the task, choose a result from the drop-down menu, and press the “Completed” button.

4. Create Order Forms

The Order Management module in SAGE Online makes it easy to create all the forms you need to complete an order including sales orders, purchase orders, invoices, and more!

Start by opening up the “Order Management” module in the left menu. Then, click “Create New” at the top and choose either a supplier form or a client form. When you select a client form, you use the drop-down menu to select one of your clients from the CRM module and their billing and shipping information will automatically populate. You can even create forms from a presentation! Just open the presentation, click the “Create Form” drop-down at the top of the page, select the form you want to create, and the product information will automatically be added!

If you have more questions about how to create forms in SAGE Online, check out this tutorial to get started!

5. Attach Files and Artwork

When you’re creating your forms you can help expedite the fulfillment process by sending relevant files and artwork directly to the supplier through SAGE Online. When you’re creating a supplier form such as a purchase order, scroll down to the “Artwork and File Attachments” section and upload a file directly to the form so the supplier has everything they need to get started! You can also add notes with PMS colors, size specifications, or other important details to save you time and cut down on back and forth communications.

6. Export Orders to QuickBooks

SAGE Order Management integrates seamlessly with QuickBooks Desktop and QuickBooks Online so you don’t have to worry about re-keying information.

Just click the “Export” button at the top of the dashboard and your information will be sent directly to Quickbooks as an XML or a CSV/Excel file. You can also select whether you want to export all your orders, orders that have not already been exported, or only your tagged items by setting your criteria in the export menu and selecting “Start Export.”

From storing client information to streamlining your day-to-day operations, the CRM and Order Management modules in SAGE Total Access will make running your business easy and efficient. All of these amazing features and more are available to SAGE Total Access subscribers at no additional cost! Not yet a SAGE Total Access subscriber? Try it free for 30 days and receive access to the CRM and Order Management modules in SAGE Online, SAGE Web, and SAGE Mobile!

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