The dashboard is an interactive part of the Sage CRM. It is the easiest way to retrieve and verify the data quickly. Using Dashboards users can show only essential data that need to be shown. Dashboards are easy to manage, edit or customize as per your need. Sage CRM has amazing features to create different… Read More »
In Sage CRM, fields can be added to any of the primary entities. We can add fields on an entity as per the business requirement. Recently as per the client’s requirement, we have added fields on the quote grid. Fields on the quote item grid give a short description of the product. If you click… Read More »
As you all are aware that every time Sage CRM releases new versions with new features which enhances the credibility of Sage CRM. Now, with the release of Sage CRM 2021 R2, new features and great enhancements has been introduced in Sage CRM in terms of UI/UX as well as in terms of functionality which… Read More »
Calendar is one of the most effective features available in Sage CRM. In the Calendar tab within My CRM, it allows us to create communications as well as to view Communications created for another user in a more easy and responsive manner. In the calendar tab, you can view the Appointment or Task on daily,… Read More »
Documents plays a vital role in every business organization. Sage CRM has the Documents feature available against every primary entities like Company, Person, Opportunity, Quotes, and Orders etc. In every business, documentation process involves gathering of all information of their business processes, some of them contains their client’s confidential stuff. If a person gets replaced… Read More »
Sage CRM has an easy-to-use reporting tool that lets you edit and create reports. One can also add charts or different types of graphs in the reports extracted from Sage CRM that proves beneficial for the users to perform data analysis. These reports with graphical representation have also proved beneficial for displaying and viewing data… Read More »
Dashboards are important to have glance of customer sales reports and the current status of ongoing sales activity. Sage CRM providers have many pre-defined dashboard templates or you can create your own dashboard as per your feasibility. These dashboards are easy to manage, edit or customize as per your need. Sage CRM dashboards provides numerous… Read More »
Quotes are very integral part of any Sales process. Quotes are submitted to the customer as per the product they are buying. As sales progresses one may submit multiple quotes to the customer. Sage CRM helps an organization to maintain track of quotes against each opportunity till the quote is converted to Orders. Sage CRM… Read More »
In Sage CRM, the Email and communication module is one of the most used features by users to manage and maintain customer relationships. The communication module has also helped users to communicate with the other users in CRM as well persons in the Sage CRM. Also, as we know Sage CRM’s email functionality has allowed… Read More »
Every year Sage comes up with a new version of Sage CRM with adding some new functionality, overcoming addressed issues from the previous version, changing user interface, etc. In the Sage CRM 2021 release user interface of self-service portal has also been changed. New Stuff: Sage CRM 2021 R2: Word wrapping not supported Below are… Read More »
