In every CRM integration, viewing dashboards and real time information is an important part. It helps an organization in many ways in their daily business life.
Dashboards visualize data to display the current status and key performance indicators (KPIs) for a business. It consolidate and arrange numbers, and performance scorecards on a single screen so that the user can quickly grasp the related information. These Dashboards can be customized to display records for a single departments or point of view, allowing managers and executives to gain a comprehensive view of every area of the organization.
Dashboards are visual tools that contain charts, graphs and other features to quickly summarize important data and information. Because the viewer can grasp the concept of the related information quickly, dashboards effectively reduce the amount of time it takes for businesses to make important decisions and can even improve productivity levels. Dashboards typically are limited to show summaries, key trends, comparisons, and exceptions.
Similar to dashboard, inquiry screens also play vital role in day to day business of customer. Also, if these inquiries are on real time basis in that case it proves more beneficial. It provide ability to the end user to view past records or current status of any record. Many times inquiry screens are useful to take decision by checking the past record for a customer. This inquiry information is also useful many times whenever organization wants to target new sale for existing customers based on their past history.
Greytrix provides many integration products for Sage CRM with many other Sage ERPs. In most of our integration solutions, we have provided options to view dashboards and real time information from an ERP. We have displayed dashboards like Top 10 customers, Top 10 items sold, Sales by division etc. For inquiry screens, we have displayed AR Inquiry, order inquiry, sales summary, Item sales history data from an ERP for a customer. If needed, we can customize this further as per client’s business need.
GUMU Dashboard.- Top 10 Customers
Real Time Inquiry Information
About Us:
Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique integration solutions for Sage CRM with Sage ERP’s (Sage X3, Sage 100, Sage 500 and Sage 300). It also offers best-in-class Sage ERP customization and development services to Business Partners, End Users and Sage PSG worldwide.Greytrix helps in migrating to Sage CRM from ACT, Goldmine and other CRM’s.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.