As we know every new version of Sage CRM is coming with many features which makes our business process trouble free. In Sage CRM we can add multiple records for all entities in which contact information of customer is added. Lead entity is mostly use to add new leads records, which is very important for… Read More »
We Know MailChimp is one of the most useful at the time of Mass Email Sending for Marketing. As we know using MailChimp integration with CRM, we can send emails via group, however in group of company or person there are duplicates of mail address of persons and companies. One of the new feature in… Read More »
In the year of 2019 Sage has come up with two latest release of Sage CRM (2019R1 and 2019R2) which includes new features to help the organization’s front office. The issues which were addressed by end users like custom entities workflow and navigations, Report, Mail merge and many more are been solved in the latest… Read More »
One of the best feature available in Sage CRM is Email functionality. Sage CRM Email Integration allows users to send and receive emails directly in CRM by configuring SMTP and POP details in CRM. Users can then easily process these emails by taking necessary actions such as logging a Ticket, creating an enquiry or so… Read More »
GUMU™ for Sage CRM – Sage X3 Integration is a real-time bi-directional integration between Sage CRM and Sage X3 enables users to access customer, invoice and order information from either of these two systems. We are releasing soon a new setup for GUMU™ Sage CRM – Sage X3 integration which is version 1.1 for CRM… Read More »
Sage CRM 2017 provides new feature of creating Email Template using “Create Email Signature” present in Preferences tab. Instead of creating email template using Email and Document settings, we can create it by simply navigating to Preferences tab. New Stuff: GUMU™ for Sage CRM – Sage X3 Integration video tutorials Steps to Add New Email Signature… Read More »
Sage CRM has numerous built-in functionalities which helps to manage Customer Relationship all through a single system. Be it recording Customer data, capturing Enquiries, tracking support cases or maintaining follow-up data. Sage CRM’s Email functionality helps in managing both the inbound and outbound communications with ease. But have you ever noticed these Email Communications fails… Read More »
In my previous blog, we have explained how an extra information can be displayed in Appointment section of Calendar tab of Sage CRM Mobile Theme. In this blog, we will explain how to make Business Email field as Optional. New Stuff: Display Additional information on Calendar screen of Sage CRM Mobile App In Sage CRM… Read More »
Hi folks! You all must be familiar with the following entities in CRM ”Email”, “Email Link”, “Person” ,“Person Link” ,”phone” and “Phone Link“ table .These are the tables where person’s and company’s communicated related details are saved. But when you want to check one of these details in database for the related company or person… Read More »
You all are aware that sage has introduced the latest release for Sage CRM i.e. 7.3. With this release sage has introduced some new features which we have discussed in recent blogs. Among them another new feature available is Enhanced Text Editor in Email and Mail Merge Template. New Stuff: Sales Metrics for Managers in Sage… Read More »