our continuous efforts to enhance GUMU™ functionality, we remain committed to helping our clients improve usability, streamline their sales operations, and bring greater clarity to their pricing processes. In today’s blog, we are excited to introduce a new QLE enhancement — Cost and Markup % Fields — designed to give sales teams direct control over… Read More: Enhancing New Line and QLE with Cost, Markup %, and… »
Timely communication is essential for effective CRM adoption and user engagement. To improve visibility of key CRM activities, we implemented an automated email notification solution in Sage CRM using a combination of SQL Triggers and Sage CRM Escalation Rules and view. This approach ensures that users receive relevant notifications whenever important events occur, helping teams… Read More: Send Email Notification on Assigned User in Sage CRM »
In today’s competitive business environment, having quick access to accurate customer financial and sales data is essential for making informed decisions. To help organizations gain better visibility into customer performance, we have introduced a “Sync Custom Field” button on the Company screen. We have a routine which syncs the This enhancement allows users to synchronize… Read More: Enhanced Business Visibility with the New “Sync Custom Field” Functionality »
In Sage CRM customizations most of the time we need parameters to be used in the code. As far as server side programming is concerned, there are several ways by which we can get URL values and use them. Complexity increases when it comes to client-side scripting. One needs to write code which parses URL… Read More: Fetch Custom Parameters using the Client Side API in Sage… »
Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT! , Goldmine,… Read More: Migrate two or more company databases from any CRM to… »
Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT! , Goldmine,… Read More: Migrate Company of a Contact that do not exist in… »
Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT! , Goldmine,… Read More: Migrate Contact from other CRM as Company record into Sage… »
In our previous few blogs we had discussed about migration of various source CRM date to Sage CRM in which Act! is one of our Source CRM. Migration process starts after restoring the Act! backup provided by customer. In below blog we will discuss about how to take backup of Act! database. New Stuff: Send… Read More: How to take backup of Act! database »
Greytrix is a pioneer in providing Migration services at its Sage Migration Center and catering to the end-user business requirements. We at Greytrix are focused to help the end – user in successful implementation of a new Sage CRM system through our various successful migration and integration solutions. In this blog, we shall explore upon… Read More: Migration of Act! Groups in Sage CRM »
Greytrix has a special GUMU™ migration utility to migrate data from ACT! to Sage CRM. “GUMU™ migration utility” migrates all of ACT! basic data such as User , Company, Person , Notes, opportunities as well as advanced data such as attachments, communication including emails, records stored in custom fields of ACT! etc. into Sage CRM or… Read More: ACT! to Sage CRM Migration using GUMU™ »
