Crystal Reports is a business intelligence application which you can use to create and maintain reports. As you know Crystal reports can also be integrated with Visual studio so that they can be directly access through websites. We implement the same approach for reporting through Sage CRM for our customers.
One of the fundamental necessities of Sage CRM’s Sales module is to auto – populate the details within the related entities. Fast processing of data has always been proved time efficient and effortless. We all are aware of field mapping functionality between the two entities Lead & Opportunity but, CRM also allows field mapping of [...]
In our earlier post, we had explained how to restrict any particular user from accessing workflow rule. Refer below link. Restricting Workflow rules to Assigned User
In this blog, we [...]
Sage CRM is an user friendly crm solution in which one can customize the way they want to extract data for analysis and reporting. In this blog post, we will explain how to use Sage CRM Graphic objects to show data in Graphical mode.
GUMU Sage CRM integration for Sage 100 ERP
One feature that Sage CRM community world wide was eagerly waiting for is the integration with smarter and easy to use E-Marketing tool. MailChimp is certainly the one that can serve the purpose. Mail Chimp integration is slated to release in SageCRM version 7.3
GUMU Sage CRM Integrations : Sage ERP X3 |
An ERP system that works in sync with a CRM system can achieve increased efficiencies as well as ROI for both the systems. With Sage 100 ERP – Salesforce.com integration, we have taken your ERP data to the cloud, giving salespeople round-the-clock, 360 degree view of all customer interactions.
Attend this [...]
Sage CRM allows us to customize data entry in a secured manner. Data security can be provided at various levels for an entity. In this blog post, we will explain how security can be applied in Communications and Documents.
New Stuff: Creating Sage 100 [...]
Using the Keyword Search in Sage CRM, you can perform a search across all text fields on any of the primary CRM entities by typing key terms in the search field. In this blog post, we will go over some tips and tricks to get the most out of the keyword search.
The CRM keyword [...]