Sage CRM Event Manager Is Compatible With Sage CRM 2020

By | December 31, 2020

In the current year i.e. 2020 Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). These new updated versions are come up with additional features and compatibilities. Also, most of the minor bugs related to custom entities are fixed in these versions. Our latest CRM Event Manager will help you to enhance the efficiency and productivity of managing your activities, resources, and schedules through a highly effective Event Management module.

New Stuff: Error on Favourites List in Sage CRM

Many organizations are upgrading their Sage CRM to the latest version. So Greytrix has also made Sage CRM Event Manager compatible with the latest Sage CRM 2020. Below are some key features of Greytrix Event Manager,

Profiles And Sponsors:
Event Manager includes support for pricing, sponsorships, and attendance profiles. This enables you to set up attendees on differing price scales depending on your market segmentation and to control what numbers are attending at discounted/differing pricing. In short, it allows multi pricing for different profiled attendees as well as an option to account for sponsorship fees.

Attendance: 
Using this tab users can control and manage the event attendance. Also, they can add or remove from individual events as well as able to set the status for attendees to “Confirm”, “Cancelled” or “Pending”.

Event Workflow:
Event workflow helps to set event state by selecting the workflow actions. This workflow decides the steps through which an event goes during its life cycle. It can be easily modified as per the different business logic.

Equipment:
 This tab will allow adding all the equipment’s against the particular event. In this user can add all the equipment lists with pricing and quantity. 

Membership:
There is a dedicated tab against the person and company to add their membership. There is a Membership option that will allow you to restrict events to contacts from CRM who are listed as members. Once established as members, they are eligible to attend Events occurring within their renewal period. The Membership details can be extended as required to fully profile member activity. Event Manager can add also attendees from a global search or import lists of attendees from CRM Groups.

Web Portal:
Using Greytrix Event Manager Web Portal you can allow individuals to search for events and register online. This ensures all online registrations automatically update the overall attendee status within the Event Manager.

Event Registration
Event Registration

This how the event manager can help or assists you to manage all events and attendee’s resource.

Hope this helps!

About Us

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 X3Sage IntacctSage 100Sage 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 ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage 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 sage@greytrix.com. We will be glad to assist you.

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