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 »
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 »
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 »
In Cloud Sage CRM 2014 R2, ‘upload documents’ and ‘mail merge’ functionalities are available in core entities such as Company, People and Opportunity. However, Leads entity does not have Documents tab which is a useful feature for Sales and Marketing People. Lots of customers do a lot of customizations for this feature whereas this feature… Read More »
In our previous blog topic we have explained new features about Sage CRM 2014 R2 version. Likewise, this time also we are taking up a feature called pipeline for Case Entity which gives a graphical representation of the data to a user Related Post: Opportunity Funnel in Sage CRM 2014 R2 In the new version,… Read More »
For every Business environment, managing/securing data and Disaster management responsibilities goes hand in hand. Backing up data has always been the only recommended solution for recovering data which also proves very profitable. The only risk which is involved is doing this task manually as someone may forget. Scheduling Backup activities is something which has been… Read More »
For any sales person, it’s always convenient that there should be something which will let him know how much potential business he has in his bucket. Along with many more enhancements, Sage CRM 2014 R2 provides an Opportunity Funnel which has an interactive feature which lets the sales person know about possible opportunities for business.… Read More »
Over last few days we have posted a series of blogs on Sage CRM Cloud. As we all are familiar, CRM provides various means to manage customer relationships in convenient manner but incorporating with social media enables to build strong bond with customers. This blog describes one of the best inbuilt features of Sage CRM… Read More »
The day when it was announced that CRM is available on cloud (i.e. Sage CRM 2014 R2); the curiosity and thirst of knowing new features as well as the look and feel of available features have been in lot of demand, among the partners. Keeping this in mind, I decided to share a post about… Read More »
Off late I have been posting various blogs regarding Sage CRM 2014 R2 which has been released on DOT COM. Today I will discuss one more enhancements where users can upload their profile pic as they do in any other social networking website. New Stuff: Using LinkedIn widgets on Sage CRM screens Here is how… Read More »
