One can easily file emails from outlook as communications in Sage CRM. However, if you get an email on your Gmail account and you wish to file it as a communication in Sage CRM, then it becomes very cumbersome to re-enter the correspondence as a communication in Sage CRM.
To manage this in a better way. You now have the ‘Chrome extension for Gmail’ by Greytrix.
Link to Install Plugin – Chrome Webstore
Or search for “Sage CRM” on Chrome Webstore
Features available with this extension:
- Sync emails from your Gmail account as communications in Sage CRM
- Sync contacts from your Gmail account as Persons in Sage CRM
- View Sage CRM contact information from within your Gmail environment
How it works:
The ‘Greytrix Chrome extension for Gmail’ plugin is built to transfer contacts from Gmail to Sage CRM. The plugin reads the email address of the sender in Gmail and searches for the person with that email address in Sage CRM. If match is found, information pertaining to that person will be displayed from CRM database. If email address is not found, a ‘Send to CRM’ button will be visible which can be used to create a person in Sage CRM. You can also file email contents directly into the communications tab of the person by clicking on ‘File Email in Sage CRM’ button.
Upcoming features: (We are already excited thinking about these)
If you are wondering about the various possibilities that can be achieved with this extension, then you are not alone. We will be taking the extension a notch higher by adding to it some exciting features in the near future.
Listed below are some of the features that would be added to the extension,
- Create Company from within Gmail environment
- Create Opportunity from within Gmail environment
- Create Lead from within Gmail environment
With these added features, if a new prospect sends you an inquiry on a Gmail account, then you can easily add him to Sage CRM by creating a company from within Gmail environment. Similarly, you will also be able to create Opportunities and Leads from within Gmail environment.
For any feedback or comments, please feel free to email crm@greytrix.com
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.
Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, Salesforce(listed on Salesforce Appexchange), Dynamics 365 CRM and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using Data and web services to Sage business partners, end users and Sage PSG worldwide.
Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com, We will like to hear from you.
2014 New Product Releases
1) Sage ERP X3 Integration for Sage CRM
2) Magento Module for Sage ERP X3
3) Salesforce.com integration for Sage 100 ERP
4) New Sage 100 ERP Integration with Sage CRM
5) Survey CRM for Sage CRM