Author Archives: greysagecrm

Sage Pro ERP Integration with Sage CRM – Troubleshooting Tips

Our GUMU integration integrates various Sage ERP’s with Sage CRM, one of them is Sage Pro. Once user has configured the integration user may come across with few issues which may be due to following reason. 1. Missing some pre-requites during the installation 2. System related issues 3. Data related issues In this blog we… Read More: Sage Pro ERP Integration with Sage CRM – Troubleshooting Tips »

SalesLogix to Sage CRM Migration Services

Our GUMU™ utility helps in migrating data from a number of Source CRM (i.e. ACT!, GoldMine, SLX etc) to Sage CRM as a target databases at our migration lab. Today, we will walk through the migration services for “SalesLogix to Sage CRM”. We consider “SLX to Sage CRM” as a custom migration and it is… Read More: SalesLogix to Sage CRM Migration Services »

GUMU Sage 100 Tips – Real time changes from Sage 100 to Sage CRM using GUMU

Our GUMU has a very user friendly interface and a wide range of features which we keep on adding time to time. One of the most important features of our GUMU integration is real time changes from Sage 100 (MAS 90/200) to Sage CRM, i.e. changes gets mirrored to CRM on the click of Accept… Read More: GUMU Sage 100 Tips – Real time changes from Sage… »

Promoting order with special Items using GUMU Sage CRM – Sage 100 Integration

Using GUMU for Sage CRM –Sage 100 integration, we can Promote orders on real time basis from Sage CRM to Sage 100.  These orders can contain any type of ITEM (Inventory, Charge, miscellaneous, Comment and Free text or special items).  For creating an order with special item, you can make use of NEW FREE TEXT ITEM… Read More: Promoting order with special Items using GUMU Sage CRM –… »

Progressing workflows through Interactive Dashboard

Sage CRM interactive dashboard is a workspace which can be highly configured to control the information which we work on. We can add several types of gadgets like List, Menu item, Chart, RSS Feed, etc. on the interactive dashboard. While working with any ticket/case we need to go to summary page of that record for… Read More: Progressing workflows through Interactive Dashboard »

Sage CRM Offline Synchronization

We all know that whenever our Sales/Marketing personnel are on the go, it’s not always possible to stay connected to internet all the time. Also we cannot afford them using anything except SageCRM to gather details. Sage CRM offline client provides greater flexibility to Sales/Marketing people to be on site and gather all the information… Read More: Sage CRM Offline Synchronization »

How log files are maintained in Sage CRM

For any application one of the most significant features that should be incorporated is to track the error generated at the run time. Trapping the error is highly important as it not only signals at the affected area but also saves time in resolving the issue. New Stuff: XML based Fusion charts in COM API Sage… Read More: How log files are maintained in Sage CRM »

XML based Fusion charts in COM API

Fusion charts component added to SageCRM improves the overall visual experience of reports. We can display fusion charts on dashboards too. There are already methods explained in Developer guide to build the charts using API methods. In this blog I will explain how we can use fusion widget xml to build the chart and display… Read More: XML based Fusion charts in COM API »

Proxy Setting in CRM

Dashboards make your life easier hence new versions of SageCRM are also concentrating on making them more interactive, easier to understand and develop. We can create dashboards based on all the entities on the fly. You can also integrate web applications like Facebook, Twitter and Market Tickers etc. to access from your History (Dashboard) area.… Read More: Proxy Setting in CRM »

Restrict Sensitive Information

Implementation of SageCRM most of the times contains the two majors tasks, one is the actual implementation-configurations and other is Customizations. Whenever we implement SageCRM we must draw clear line as to what can be done by standard and what needs to be customized so that we never overshoot our implementation runway and crash land… Read More: Restrict Sensitive Information »