This blog is in continuation of my previous blog wherein I have explained you the pre-requisites to be taken care of at the time of ERP installation for Sage CRM and ERP integration. Now in this article I will explain you the configurations that needs to be done regarding Web Portal and Web Deployment Manager… Read More »
By far we all are aware with the important business functionalities provided by Sage CRM in the fields of Marketing, Sales, and Service. But along with this, Sage CRM is also flexible to integrate with other ERP’s like Sage 300, Sage 100 or any other third party application. Sage CRM integrated with Sage 300 ERP… Read More »
This blog is in continuation of our previous blog where we shared the process of our customized module to manage Claims & Bills amount submitted by the Sales Person. You can explore the overall features of Claim module integrated within Sage CRM by accessing below link. But as every user demands ‘Change’ either in the… Read More »
As you all know, Data Upload functionality of Sage CRM has reduced the efforts of data capturing or updating the system with required information in bulk. The Data Upload feature comes with default options to upload Company, Contacts and Leads. But as it is said every coin has two sides; data upload feature also comes… Read More »
As we all know that using Data Upload feature of Sage CRM we can update our system with required information and then the system can be handed over to user to make use of functionality. The Data Upload feature comes with default options to upload Company, Contacts and Leads. New Stuff: IIS Configuration for Sage CRM… Read More »
Sage CRM is one of the most advantageous business application launched by Sage. Day by day it is getting more advanced with new level features. Beauty of this application is its simplified UI, ease in configuring reports or dashboards as per your requirement etc. Even the very first step i.e. the CRM installation doesn’t not… Read More »
Our GUMU for Sage CRM – Sage Pro is a real time bi-directional link which synch data from Sage CRM to Sage Pro and vice versa. In GUMU™ integration link, user can create order using standard Sage CRM opportunity workflow and later it can be promoted to Sage Pro by running GUMU™ promote order process.In… Read More »
Our GUMU for Sage CRM – Sage Pro is a real time integration link. Today in this blog, we will discuss how real time changes from Sage Pro to Sage CRM and vice versa works. Below are the List of Real Time processes. 1. Creating/updating Customer records from Sage Pro to Sage Pro CRM and vice versa… Read More »
Sage CRM is very much flexible to manage different type of scenarios as per the business needs. But we can’t even deny the level of comfort gained through Standard CRM system which helps in managing the time with the amount of functionalities offered. In below article, I will explain one such functionality of CRM which… Read More »
In every CRM integration, viewing dashboards and real time information is an important part. It helps an organization in many ways in their daily business life. Dashboards visualize data to display the current status and key performance indicators (KPIs) for a business. It consolidate and arrange numbers, and performance scorecards on a single screen so… Read More »
