Author Archives: greysagecrm

Country code setting in GUMU™ integration

Our GUMU™ for Sage CRM – Sage 100 integration is real time bi-directional integration which synch all the customer data (Customer/Address/Contact) from Sage CRM to Sage 100 and vice versa. After installation of GUMU™ integration, there are some pre-requisite points which needs to be done prior to start using GUMU integration. Country code setting is… Read More: Country code setting in GUMU™ integration »

Sage CRM customized integrated solution with Courier Industry

For any product services company, it will be very difficult to maintain expenditures on couriers/pick-ups for their customers. Many companies will have challenges such as the pick up of products from their customers and track it. They will also face the challenge to maintain their inventories because the inventory is getting transferred/received via courier and… Read More: Sage CRM customized integrated solution with Courier Industry »

Block your calendars for Greytrix Product session @ Sage Summit – 2015

Block your calendars for Greytrix Product session @ Sage Summit – 2015 Greytrix offers an invaluable opportunity to introduce partners and customers insights about outside the box solution for taking Customer Interactions to the next level using its GUMU™ integration with eCommerce Magento and Salesforce.com. Our offerings have been designed keeping various business and industry… Read More: Block your calendars for Greytrix Product session @ Sage Summit… »

IE 11 Settings for Sage CRM 7.3

Sage CRM has always been proved very much flexible to incorporate various business needs with an ease. Release of version 7.3 has been revolutionary thing happened in Sage CRM world. It not only offers new amazing features but also provides fresh and contemporary design with new navigation delivers an enhanced user experience. In today’s blog… Read More: IE 11 Settings for Sage CRM 7.3 »

Calculate CST, VAT and BED Taxes on Sage CRM’s Quote-Items screen

Hi folks! This article is in continuation of my previous blog where I have explained the logic of calculating CST for Quotes. Below is the URL for the same.  Now through this blog I will be explaining you one of the complex requirement which we recently came across. One our Client had business over many… Read More: Calculate CST, VAT and BED Taxes on Sage CRM’s Quote-Items… »

Access Rights to create new Reports in Sage CRM

Sage CRM provides a list of features for managing Rights to Data Access for all Users. In this blog, I will explain how we can grant access to a user to create new report in Sage CRM. New Stuff: Calculate CST for Quotes through Sage CRM While, working on an implementation for one of our… Read More: Access Rights to create new Reports in Sage CRM »

Calculate CST for Quotes through Sage CRM

By far we all know that by using Sage CRM, we can manage and maintain the Sales process in very efficient manner. Different entities such as Lead, Opportunity, Quote, Orders etc. falling under the Sales process makes it very appropriate from the Business point of view. Since every sales process ends up at the costing… Read More: Calculate CST for Quotes through Sage CRM »

Monitoring Sales Team performance with the help of Dashboard

As we all know that term “Dashboard” nowadays has become the most important part of any software or meeting. Within Sage CRM, we also have a feature to create personalized dashboard for Managers, Sales Executives and CEO’s. In this blog, we will see how we can make use of a Gadget which will help Sales… Read More: Monitoring Sales Team performance with the help of Dashboard »