Sage CRM has inbuilt feature for document upload. Using these feature we can upload documents against standard entities like Company, Person, Communication, Case etc. In Sage CRM, we can also apply security management for Documents. So that, one user cannot view the document uploaded by other user of different territory. We can also add documents… Read More »
In every business, information is the backbone for the growth of business. This information will be evaluated every year and growth can be achieved. This information can be stored in the form of documents. Sage CRM also have the Documents feature available for the Standard entities against which documents can be uploaded and it can… Read More »
In every business, communication is very important and Email is one of the main way of formal communication in today’s world. Sage CRM also have inbuilt Email editor through which emails can be sent to clients and same can be saved in CRM. In Sage CRM, user can also create some predefined email templates which… Read More »
In Sage CRM, Company is the main fundamental unit. After creating company, we can associate Sales and Service process to it. In Sage CRM, we can maintain company’s basic details like name, annual turnover, employee strength, company’s website etc. Also, we can link one primary contact person against company, who will be the SPOC for… Read More »
In today’s world every work done is paperless. For e.g. in many of the big organizations, everything is documented and communicated over emails. This reduces the exchanges of letters being used for the communication. Emails can be sent to the clients, vendors for any enquiries or information needed. Sage CRM also have an Email Integration… Read More »
Sage CRM Email functionality allows users to send emails using the CRM’s inbuilt email editor and a communication record is created for outbound emails. To send emails from CRM, we need to configure the email settings through which emails will be sent from Sage CRM. We can also configure multiple email addresses as From Address… Read More »
GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link which can be customize as per your company business needs. In the latest version of GUMU™ Sage CRM – Sage 100 Integration we have introduced some new features and… Read More »
Using GUMU™ for Sage CRM – Sage 100 ERP integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Thus users can have a 360-degree view of customer data within both systems. Today in this blog, we will discuss troubleshooting tips to resolve… Read More »
Sage CRM provides many in-built features in CRM application. One of the commonly used feature is Mass Emails. With the help of this feature, users can send email to individual contact person or list of contact persons. You can send the mass emails to Person, Company and Lead Entities in Sage CRM. You will be… Read More »
GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data. Sage CRM Dashboard gives a 360-degree view of the data. Sage CRM Users can view data, Report Charts, and can drill down the particular records from Dashboard itself. Dashboards are easy to manage, edit… Read More »