Sage CRM Diagnostics Tools

The Greytrix Diagnostics Suite consists of the following modules:

  • CRM De-dupe Wizard
  • CRM Log Wizard
  • CRM Customization Scanner
  • CRM Performance Wizard
  • CRM Data Migration Wizard

 

De-dupe Wizard

The CRM De-dupe Wizard is a built in system for CRM which allows interactive as well as batch mode de-duplication of CRM data. It also fixes various data segments which commonly accumulate erroneous areas where data has not been migrated properly into the system etc.

De-dupe Wizard

Log Wizard

Log Wizard

The CRM Log Wizard automates the use of the Log files in CRM whereby they can be automatically uploaded into the CRM system, and therein can be processed, analyzed and reported on to give the User a detailed analysis of what issues may have been captured in these Log files. The wizard is capable of processing all types of Log files generated by CRM.

 

Customization Scanner

The CRM Customization Scanner generates a full audit of all Configurations and Customizations made for any given MME installation. The interface generated breaks down each of the areas into logical categories which can be dynamically extended to show the detail as required. What the system actually returns can be decided by setting options of what areas of configuration the User is interested in. Additionally, the customizations returned can be filtered by various options.

Performance Wizard

The CRM Performance Wizard / Health Check allows an Administrator to check all performance metrics for a given CRM system. Changes to the system can be applied automatically, based on what it has found; to correct performance weaknesses, and enhance the overall system where there is room for further calibration of the system. This primarily orientates around the configuration of the underlying database, but also on various configuration aspects of the CRM system itself.

 

Data Migration Wizard

The CRM Data Migration Wizard allows for very User Friendly way of setting up import routines of data from other 3rd party systems into the CRM system it’s installed on. This includes data from other CRM installations, this is becoming increasingly prevalent for long time users of CRM for consolidating and moving CRM systems from point to point.

 

For more information on Greytrix Sage CRM Diagnostic Tools, write to us at crmproducts@greytrix.com

Data Migration Wizard

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