Customer information is the most important key in every business. The more you know about your customer, you will be in better position to serve him and pitch the product effectively. It is very helpful for Sales user to get overall idea about a customer and would be beneficial if it is available [...]
As we all know that Sage CRM workflow plays a substantial role while defining a process flow for users to make effective usage of CRM.
In every implementation, we usually sketch out our processes for major entities such as Lead, Opportunity and Case. These entities are mainly used by sales or services [...]
As the company grows, it needs more speed, more users and control over accounting and inventory. Lack of this leads to inefficient business processes, inaccurate data, inconsistent communications and bad customer service. Sage 50 Accounting is a product to help you work faster, smarter and accurately. Sage CRM Cloud enables business [...]
We all know that Sage CRM 7.2 has come up with great functionalities that is helping to capture complex business processes in it. With the release of.Net API, even from technical point of view Sage CRM is now very much capable and flexible to write and accommodate complex business logic in it. But [...]
Sage CRM has made the functional development much easier by providing enhanced .Net API development kit with recent versions. Developers can use wide range of packages to build enhanced solutions for business needs with better flexibility.
Related Post: Create log file using .net API
We are just few days away form the largest and biggest Sage ERP X3 Sales Conference in Istanbul. For those joining in late here a sneak peak and more about product offerings by Greytrix to Pick Your Piece of Innovation at Sage ERP X3 Sales Conference 2015, Istanbul.
Recently, while working on an implementation we came to know how easily we can do the customization using .Net API. Well, we were supposed to create a screen in Sage CRM which should ultimately get the confirmation from user before submitting the record into Database. By referring the .Net methods we found one method which [...]
‘win32 error. code: 1. incorrect function’ is one of the most forbidding error found in Sage CRM 7.x history under Reports section. It is usually found when you try to extract any of the report from CRM in PDF format. Recently we encountered the same issue for one of our clients. However, I [...]
Whenever we implement complex routines like uploading data etc., one major thing comes into the picture is creating log of each action performed in the routine. Logs are something which tells users where the process failed and what is the error. In case of Sage CRM, we often develop complex routines for which [...]
In our last post, we saw how you can attach Download links to the Knowledge Base to enhance Customer experience. In this post we will see how your resources as well as your Clients can save time owing to the ‘Case Suggestions’ feature provided by CRM Self Service.
For this feature to work optimally, [...]