Tag Archives: Escalations

On-Screen Notification error in Sage CRM

Triggering Escalation is one of the powerful and useful features within Sage CRM. With the help of Escalations, you can perform numerous actions within Sage CRM application such as displaying on-screen notifications for users, sending emails to customers, setting certain field value, execute SQL statement or run stored procedures, etc. Another feature mostly used in… Read More »

On-screen notification is not visible in Sage CRM

In today’s competitive world, it is very necessary to stay aware of every possible lead that will boost your Business. To be on top of every aspect that will help in serving the Customers be it related to any new Sales or Service ticket, it is obligatory to get such a system that will not… Read More »

Use Escalation Rules for Birthday and Anniversary wishes

Hello everyone!! As we all know, Sage CRM comes with a powerful tool which allow system to notify users in form of Escalation emails. The Escalation feature is best utilized in Case management module of CRM wherein on breaching the SLA reminder emails goes out of system. In our recent implementation, we have extended this… Read More »

Stay updated with your Remaining Forecasted Quota in Sage CRM 7.3

In every Business world, Sales Forecasting is of utmost importance in order to track the growth of the business. Managing the sales forecast in appropriate or say timely basis not only helps to track business growth but also helps in tracking employee’s performance. In below article, I will bring into your notice one of the… Read More »

Default Escalations in CRM 7.3

When we do any business, Escalations are important. The word escalation means “To pass (a transaction or case) on to a higher level in an organizational hierarchy”.  Escalations enable you to ensure on time response to customer for everything. Till the version 7.1 Sage CRM had provided some escalation actions to handle default assignments, communication reminders etc. New Stuff: Dot Net Admin and DLL Security Levels Sage CRM… Read More »