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 release. Greytrix, a Sage ERP – Sage CRM Gold Development Partner, has enriched its CRM Product Suite with new Sage CRM products. One of the product in that suite is Contract Manager.
New Stuff: Auto Logout User In Sage CRM
Many organization are upgrading their Sage CRM to the latest release so that they can use newly upgraded features like Calendar List which now shows all tasks for particular user without default filter, Document Drop which helps users to add documents to custom entities using Active X plug in, Emails and SMS functionality enables user to file emails whose To or From address is empty, Updated By field now shows descriptive value if a record is updated using Escalation rules, Users with extended info admin rights can also make changes to Groups now etc. which will help them automate their sales, get wider idea of their customer’s need and in turn will help them in better decision making. Greytrix has also made Sage CRM Contract Manager compatible with Sage CRM 2019 versions.
Contract Manager allows you to store data regarding contracts like title, supplier contact, duration of contract, value of contract, start date, end date , assigned resource etc.
Key feature of Contract Manager are as follows:
Clauses: A clause directory is maintain which is then use to import clauses while creating new contract. One can add multiple clauses to single contract.
Supplier: A dedicated tab is added against contract entity which shows list of suppliers for a particular contract. User can add, delete and edit supplier details.
Contract Workflow: Contract workflow helps to automate the business process. Rules like “Editing Complete” and “Draft 1 Manager Approve” send an email to respective contract manager and supplier to view contract details. All the communications get filed against particular contract. This workflow can be customized according to business logic.
Documents: Documentmanagement provides flexibility to add number of customized document which can be used for contracts like deal letters, transmittal letters, summaries.
To read more about Contract
Manager and its features or to download Contract manager refer below link:
Sage CRM Contract Manager
Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500 and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at firstname.lastname@example.org. We will be glad to assist you.