Sage CRM – Tips, Tricks and Components
We know that SDATA is an API designed to make integration with Sage 100 smoother and more straightforward. By using XML as its primary data format, SDATA enables different systems to easily exchange information with Sage 100 through structured messages. The API also allows other applications to access and integrate data in real-time. However, the… Read More »
In the rapidly advancing landscape of enterprise solutions, customer relationship management (CRM) systems are pivotal for optimizing customer interactions and data analytics. As organizations focus on operational efficiency and personalized engagement, Sage CRM remains at the forefront of this evolution. One significant enhancement is the sorting functionality for favourites which allow users to efficiently categorize… Read More »
With the release of Sage CRM 2024 R1, various new features have been introduced. One of these is the Tags feature, which allows users to group records and generate reports based on tags. Sage CRM offers powerful reporting tools, enabling you to explore your operations more deeply and achieve unmatched levels of efficiency and success.… Read More »
Job Cost is one of module from Sage 100 ERP is used and designed to help businesses manage the financial aspects of their projects. This module is mostly used by manufacturing, construction and professional services industries where tracking project costs accurately is critical. Below are the key features which we can achieve by integrating the… Read More »
Sage CRM offers a comprehensive group of reporting features designed to provide users with powerful insights and analytics. From standard reports to customizable dashboards, Sage CRM equips businesses with the tools they need to make informed decisions and drive growth. The recent addition of the Tags feature further enhances reporting capabilities by allowing users to… Read More »
Sage CRM, a leading customer relationship management solution, has recently undergone an exciting transformation with its latest release of Sage CRM 2024 R1. Packed with new features and improvements, the latest version of Sage CRM is designed to help businesses streamline their customer management processes, boost productivity, and drive growth. In this blog post, we’ll… Read More »
In the dynamic and competitive business landscape, maintaining a strong relationship with customers is principal for success. Customer Relationship Management (CRM) plays a crucial role in achieving this objective by helping businesses understand, manage, and enhance their interactions with customers. Among the various components that contribute to effective CRM, communication stands out as a key… Read More »
Email is an efficient way to exchange information and documents. Email can be integrated with calendar tools, allowing you to schedule meetings and appointments with clients. In our previous blog we have explained, how to integrate Sage CRM with Microsoft Outlook using OAuth 2.0 for Email Inbound. In this blog, we will discuss how to… Read More »
Email is a fundamental communication tool in today’s business world, and it continues to play a significant role in daily operations. Sage CRM offers several email-related features and functionalities to help you manage your email communication effectively. Sage CRM can be integrated with any email system (such as Microsoft Outlook or Exchange) to help you… Read More »
GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process. Today in this blog, we will discuss about a latest change done in our GUMU™ for Sage CRM –… Read More »