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PC Knowledge Base - Data Mining Sage and CRM

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Sage maintains records about what customers have bought what. This can be used as marketing raw data.
Products that have a particular marketing focus (special deals) can be marketed to those who tend to buy them - maybe these customers buy quite a lot of the product but from different vendors - or only buy a few - but would like to buy more - or never buy, at least from your business.

The issue behind this data is, as a supplier, do you understand your customer's business? If not, this kind of information is an opportunity to get closer and build a CRM relationship with your customers.

This information is extracted as follows

  1. Start Excel and click the Sage button, if a company has not been selected click on Select Company
  2. Click on Insert Sage data and from drop down select Sales by Customer


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