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Sage CRM – Tips, Tricks and Components

Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!

5 things Sage CRM can do with Sage CRM Diagnostic Tool to optimized your business needs

By greysagecrm | April 5, 2017
10 Comments

Sage CRM is an effective business management tool that sustains sales, customer service, and marketing processes. It provides a well-defined platform for all business units to interact with their clients, fulfill their needs and demands effectively, assisting organizations to automate, manage and analyze customer interactions improving business relationships. Greytrix is now one of the primary Sage CRM Gold Development Partner offering CRM Integration, Migration, Add-ons, Development and Consulting. Our recent acquisition of Sage CRM Product Suite from Enbu Consulting has helped us further enrich our Sage CRM product line. The capabilities of Sage CRM have been enhanced into one powerful business platform with innovative solutions tailored to your business.

The new Sage CRM suite comprises:

  • Sage CRM Business Manager
  • Sage CRM Diagnostic Tool
  • Sage CRM CTI Framework
  • Membership Management Solution
  • Training Management Solution
  • Field Service Management Solution
  • Sage CRM Mobile Service Signature
  • Sage CRM Social Media Manager

The recent additions to Sage CRM Product Suite is a comprehensive package of Sage CRM offerings that gives a real competitive edge to your business ecosystem.

Looking for an effective solution to manage the key components of your business? Find out how Sage CRM Business Manager serves as a 360° solution for Resources, Projects, Contracts, Events, and Budgets.

In an effort to derive more value from your Sage CRM investment, Greytrix offers Sage CRM Diagnostic Tool.

diagnostic tool

Sage CRM Diagnostic tool is a complete toolkit for your Sage CRM maintenance. The toolkit comprises of the following crucial add-ons:

  1. Sage CRM De-dupe Wizard
  2. Sage CRM Log Wizard
  3. Sage CRM Customization Scanner
  4. Sage CRM Performance Wizard
  5. Sage CRM Data Migration Wizard

Sage CRM De-dupe Wizard

Sage CRM essentially tracks record of critical information such as Invoices, Sales Orders, Quotes, Shipments, Company and Customer Information. It’s very likely that at some point one might encounter duplicate records against a particular entry. Greytrix Sage CRM De-dupe Wizard allows interactive and batch mode de-duplication of data ensuring your data remains clean. The data from the duplicate records are merged onto the master record thus eliminating data redundancy.

Sage CRM Log Wizard

For any application, one of the significant features is tracking errors and logging them at run time. Sage CRM tracks errors generated and records the activities performed in the CRM while work is in progress. Greytrix Sage CRM Log Wizard automatically uploads these log files in the CRM system for further processing, analyzing and reporting. A dedicated menu provides a full review of errors that range from SQL Error, Durations, Exceptions, Violations & ASP.

Sage CRM Customization Scanner

With advancements in technology, businesses need to keep up with the ever-changing functionalities of their CRM systems. Whenever there is a new release for the Sage CRM you use, it is important your customizations and configurations are available in the new upgrade. Sage CRM Customization Scanner readily captures the configurations and customizations in your existing Sage CRM and presents to the user filtered by component for the upgrade in your Sage CRM. This allows the user to keep a track of the number of customizations that are active in the Sage CRM system.

Sage CRM Performance Wizard

Over a period of time, your Sage CRM database will have multiple data uploads, various backups, and repairs. It becomes vital to keep track of your Sage CRM’s performance, application configuration risks that will save valuable time and money in the future. The purpose of performance wizard is to uncover the factors limiting the success of your Sage CRM system by carrying out a detailed analysis. Sage CRM Performance Wizard allows a comprehensive review of your Sage CRM by checking all the performance metrics, identifying the current situation of your CRM system, work processes etc. The wizard discovers areas where improvements can be made, thus enhancing the overall system. The Sage CRM Performance Wizard performs a detailed analysis of the overall system health, including the application servers and SQL Server database configuration.

Sage CRM Data Migration Wizard

Sage CRM Data Migration Wizard allows movement of data from an existing CRM system to a new system. It is more of a business – level decision than a technical one, as there may occur instances wherein sub-standard migrations may adversely affect CRM deployments leading to data loss thereby loss in business opportunities. With this add-on in your Sage CRM system, the connectivity of data structure of both the systems is improved, ensuring clean and efficient data migration. A full analysis of the existing data and verification of the integrity of data migration is carried out to ensure a successful migration.

The impact of Sage CRM Diagnostic Tool for your business:

Years of experience in bespoke customizations and top of the line implementation and development methodologies for Sage CRM ensures Greytrix tailors the best possible solution for your business.

Following are the benefits of Sage CRM Diagnostic Tool in your Sage CRM:

  • Sage CRM Diagnostic Tool is a basic troubleshooting add-on that can address a number of issues of your native CRM. This includes auditing duplicate records in your Sage CRM, scanning customizations & configurations for an upgrade, analyzing the logs in your Sage CRM, inspecting your CRM’s performance over time and migrating data from your legacy system to a new system.

  • Sage CRM Diagnostic Tool Add-on allows businesses to monitor and diagnose basic issues of Sage CRM at Tier 1 level support.

  • The add-on reduces your dependency on anybody for analyzing and resolving any issues of your Sage CRM.

  • Greytrix delivers Sage CRM services with better agility with enhanced customizations in the shortest turnaround time.
  • The Sage CRM Diagnostic tool offers your enterprise increased productivity by eliminating data redundancy.

Want more information about Sage CRM Diagnostic Tool for your enterprise? Write to us at crmproducts@greytrix.com

Related Posts

  • Greytrix Sage CRM Business Manager
  • Sage CRM Business Manager: A Solution that will shape your business
  • Mass Update in Sage CRM
Category: Addons Sage CRM Tags: Field Service Management Solution, Membership Management Solution, Sage CRM Business Manager Sage CRM Diagnostic Tool, Sage CRM CTI Framework, Sage CRM Diagnostic Tool, Sage CRM Mobile Service Signature, Sage CRM Product Suite, Sage CRM Social Media Manager, Training Management Solution
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