--- title: Equation Tech Blog | Sage CRM description: Sage CRM | Sage 300 (formerly Sage Accpac) blog with informative articles in reference to financial software processes and procedures including payroll taxes, training, product information, custom development. --- [866.436.3530](tel:+8664363530) | [** Customer Portal Login](https://na.myconnectwise.net/support/index.htm?Company=equationtech) [Speak With an Expert](https://www.equationtech.us/speak-with-an-expert) [![Equation Technologies - Sage Business Partner | San Diego](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?width=230&name=logo.png "Equation Technologies - Sage Business Partner | San Diego")](https://www.equationtech.us/) - [Sage Services](https://www.equationtech.us/sage-services) - Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300-cloud) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - 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Blog # Equation Tech Blog "Sage" Advice From Technology Experts ### Subscribe to Email Updates - [Blog Home](https://www.equationtech.us/sage-accpac-blog) - [Sage 300](https://www.equationtech.us/sage-accpac-blog/topic/sage-300-accpac) - [CRM](https://www.equationtech.us/sage-accpac-blog/topic/sage-crm) - [HRMS and Payroll](https://www.equationtech.us/sage-accpac-blog/topic/sage-hrms-and-payroll-processing) - [Reporting](https://www.equationtech.us/sage-accpac-blog/topic/sage-intelligence-and-financial-reporting) - [Implementation](https://www.equationtech.us/sage-accpac-blog/topic/implementation-tips) ### [![](https://www.equationtech.us/hs-fs/hubfs/Sage%20Membership%281%29.png?width=215&name=Sage%20Membership%281%29.png) Sage Membership](https://www.equationtech.us/sage-accpac-blog/sage-membership) ### [![](https://www.equationtech.us/hs-fs/hubfs/Introducing%20Sage%20Data%20%26%20Analytics.png?width=215&name=Introducing%20Sage%20Data%20%26%20Analytics.png) Introducing Sage Data & Analytics](https://www.equationtech.us/sage-accpac-blog/introducing-sage-data-analytics) ### [![](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/All_Redesign_Banners/erp-vs-crm.jpg?width=215&name=erp-vs-crm.jpg) ERP vs CRM: What's the Difference?](https://www.equationtech.us/sage-accpac-blog/erp-vs-crm-what-is-the-difference) ### [![](https://www.equationtech.us/hs-fs/hubfs/Whats%20New%20in%20Sage%20CRM%202020.png?width=215&name=Whats%20New%20in%20Sage%20CRM%202020.png) What's New in Sage CRM 2020](https://www.equationtech.us/sage-accpac-blog/whats-new-in-sage-crm-2020) ### [![](https://www.equationtech.us/hs-fs/hubfs/TPAC.png?width=215&name=TPAC.png) Equation Technologies Wins Partner Excellence Award at Sage Conference](https://www.equationtech.us/sage-accpac-blog/equation-technologies-wins-partner-excellence-award-at-sage-conference) ### [![](https://www.equationtech.us/hs-fs/hubfs/knife.png?width=215&name=knife.png) SAGE CRM - Your Swiss Army Knife in the Front Office](https://www.equationtech.us/sage-accpac-blog/sage-crm-your-swiss-army-knife-in-the-front-office) ### [![](https://www.equationtech.us/hs-fs/hubfs/Stock%20images/Data%20Protection%20Concept.%20Modern%20Line%20Style%20Illustration.%20Multicolor%20Data%20Protection%20Drawn%20on%20White%20Brick%20Wall.%20Doodle%20Icons.%20Doodle%20Design%20Style%20of%20Data%20Protection%20Concept..jpeg?width=215&name=Data%20Protection%20Concept.%20Modern%20Line%20Style%20Illustration.%20Multicolor%20Data%20Protection%20Drawn%20on%20White%20Brick%20Wall.%20Doodle%20Icons.%20Doodle%20Design%20Style%20of%20Data%20Protection%20Concept..jpeg) California Consumer Privacy Act (CCPA) and Sage 300](https://www.equationtech.us/sage-accpac-blog/sagecrm-dot-com-retirement-in-august-2019-0) ### [![](https://www.equationtech.us/hs-fs/hubfs/SageCRM.com%20Retirement%20in%20August.png?width=215&name=SageCRM.com%20Retirement%20in%20August.png) California Consumer Privacy Act (CCPA) and Sage300](https://www.equationtech.us/sage-accpac-blog/california-consumer-privacy-act-ccpa-and-sage300) ### [![](https://www.equationtech.us/hs-fs/hubfs/sage-crm-help-center.png?width=215&name=sage-crm-help-center.png) Introducing Sage CRM 2019 (Release 1)](https://www.equationtech.us/sage-accpac-blog/introducing-sage-crm-2019-release-1) ### [![](https://www.equationtech.us/hs-fs/hubfs/blog_images/sage-crm-cti.png?width=215&name=sage-crm-cti.png) Using CRM With Your Phone System](https://www.equationtech.us/sage-accpac-blog/using-crm-with-your-phone-system) ### [![](https://www.equationtech.us/hs-fs/hubfs/SageCRM.com%20product%20to%20be%20retired.png?width=215&name=SageCRM.com%20product%20to%20be%20retired.png) SageCRM.com product to be retired](https://www.equationtech.us/sage-accpac-blog/sagecrm-dot-com-retirement) ### [![](https://www.equationtech.us/hs-fs/hubfs/Tips%20for%20Year%20End%20Closing.png?width=215&name=Tips%20for%20Year%20End%20Closing.png) Tips for Year End Closing](https://www.equationtech.us/sage-accpac-blog/sage-300-tips-for-year-end-close) ### [![](https://www.equationtech.us/hs-fs/hubfs/Old%20Friends%20Reconnect.png?width=215&name=Old%20Friends%20Reconnect.png) Old Friends Reconnect](https://www.equationtech.us/sage-accpac-blog/new-sage-300-and-sage-crm-integration) ### [![](https://www.equationtech.us/hs-fs/hubfs/How%20to%20Manage%20Marketing%20Consent%20in%20Sage%20CRM.png?width=215&name=How%20to%20Manage%20Marketing%20Consent%20in%20Sage%20CRM.png) How to Manage Marketing Consent in Sage CRM](https://www.equationtech.us/sage-accpac-blog/how-to-manage-marketing-content-in-sage-crm) ### [![](https://www.equationtech.us/hs-fs/hubfs/Introducing%20Sage%20300%20Version%202019%20and%20Sage%20CRM%20Version%202018%20R3.png?width=215&name=Introducing%20Sage%20300%20Version%202019%20and%20Sage%20CRM%20Version%202018%20R3.png) Introducing Sage 300 Version 2019 and Sage CRM Version 2018 R3](https://www.equationtech.us/sage-accpac-blog/introducing-sage-300-version-2019-and-sage-crm-version-2018-r3) ### [![](https://www.equationtech.us/hs-fs/hubfs/Sage%20CRM%202018%20R2%20New%20Features%20Now%20Available.png?width=215&name=Sage%20CRM%202018%20R2%20New%20Features%20Now%20Available.png) Sage CRM 2018 R2 New Features Now Available](https://www.equationtech.us/sage-accpac-blog/sage-crm-new-features) [All Posts](https://www.equationtech.us/sage-accpac-blog/all) [Next](https://www.equationtech.us/sage-accpac-blog/topic/sage-crm/page/2) ## Need Help Now? [![Request a Call](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/41683/0d27fa16-1614-41b4-9caf-f9597d262c41.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/41683/0d27fa16-1614-41b4-9caf-f9597d262c41) Products We Support - [Sage 300](https://www.equationtech.us/sage-services/sage-300) - [Sage Intacct](https://www.equationtech.us/sage-services/sage-intacct/) - [Sage CRM](https://www.equationtech.us/sage-services/sage-crm) - [Sage HRMS](https://www.equationtech.us/sage-services/sage-hrms) - [Sage FAS](https://www.equationtech.us/sage-services/fixed-assets) - [Sage Intelligence](https://www.equationtech.us/sage-services/sage-intelligence) - [Sage Enterprise Intelligence](https://www.equationtech.us/sage-services/sage-enterprise) - [Sage Financials](https://www.equationtech.us/sage-services/sage-live) Services We Offer - [Software Selection & Licensing](https://www.equationtech.us/sage-services/erp-software-selection) - [Implementation](https://www.equationtech.us/sage-services/erp-implementation) - [Customization](https://www.equationtech.us/sage-services/customization) - [Support](https://www.equationtech.us/sage-services/support) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Hosting](https://www.equationtech.us/sage-services/hosting) - [Upgrades](https://www.equationtech.us/sage-services/upgrades) Resources - [Technology Blog](https://www.equationtech.us/technology-blog) - [Training](https://www.equationtech.us/sage-services/sage-training) - [Sage Software Video Tutorials](https://www.equationtech.us/sage-300-erp-accpac-tutorial) - [Case Studies](https://www.equationtech.us/case-studies) About - [Meet The Team](https://www.equationtech.us/management-team) - [Certifications & Partners](https://www.equationtech.us/partners) - [Careers](https://www.equationtech.us/careers) - [Contact](https://www.equationtech.us/contact) - [San Diego Location](https://www.equationtech.us/sage-300-support-san-diego) - [Orange County Location](https://www.equationtech.us/sage-300-support-orange-county) - [Seattle Location](https://www.equationtech.us/sage-300-support-seattle) [![Equation Technologies - Sage 300 Authorized Partner](https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo-footer.png?width=220&name=logo-footer.png "Equation Technologies - Sage 300 Authorized Partner")](https://www.equationtech.us/) **Equation Technologies** United States: 533 2nd Street Encinitas, CA 92024 Canada: #301 - 220 Brew Street Port Moody, BC V3H 0H6 Phone: 866.436.3530  •  E-mail: [info@equationtech.us](mailto:info@equationtech.us) Equation Technologies ©2016 [Contact Us](https://www.equationtech.us/contact)  | [Privacy Policy](https://www.equationtech.us/privacy-policy) ```json { "@context" : "http://schema.org", "@type" : "Article", "author" : { "@type" : "Person", "name" : "" }, "dateModified" : "Wed, Dec 31, 1969", "datePublished" : "Wed, Dec 31, 1969", "description" : "Sage 300 (formerly Sage Accpac) blog with informative articles in reference to financial software processes and procedures including payroll taxes, training, product information, custom development.", "headline" : "Equation Tech Blog | Sage CRM", "image" : { "@type" : "ImageObject", "height" : 800, "url" : "", "width" : 800 }, "mainEntityOfPage" : { "@id" : "https://www.equationtech.us/sage-accpac-blog/topic/sage-crm", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "height" : 60, "url" : "https://www.equationtech.us/hs-fs/hubfs/Redesign_Images/logo.png?t=1474998725496&width=230&name=logo.png", "width" : 600 }, "name" : "Equation Technologies Inc." } } ```