Recently, we came across a unique requirement where customer wanted to filter Email In and Email Out communications in single click. By looking at the standard screen we can only filter Appointments and Tasks but how to filter all Emails was a challenge. New Stuff: Hide Interactive Dashboard Panel for Non Admin User By adding the… Read More »
We’ve all heard the saying “Time is Money.” This is especially true for Sales and Marketing people where they have constantly been asked to do more in less time. Sage CRM has provided many effective time management features right from the Mass update of data to Bulk Email. New Stuff: Company Notes Tab in Sage CRM Keeping… Read More »
Communications is one of the important pillars for running Business successfully. Sage CRM’s Email functionality has proved to be one of the strongest feature as it has its own internal e-Mail client that allows users to create, send and manage emails entirely within CRM. In this article I will make you familiar with the default… Read More »
We all are familiar with the social networking service/sites available nowadays, which is a platform to build social networks or social relations among people who share similar interests, activities, backgrounds etc. Been awestruck by this feature, one of our client requested for such kind of functionality within CRM. In below article, I will explain how… Read More »
For successful Business run, it is very important to Generate Leads, Marketing and Branding of your Products, Tracking of day to day to activities of Sales Rep to improve productivity. All above activities can be easily handled within Sage CRM due to its flexibility to fit for almost all Businesses. In this blog, we will… Read More »
Escalation is one of the main and useful functionality in CRM when it comes to sending notifications, triggering mails, maintaining SLA etc. With the introduction of Sage CRM 7.2 and 7.3, controlling and configuring escalations rules has becomes very easy now days. I will explain you the same in today’s blog. New Stuff: GUMU™ for Sage… Read More »
Sage CRM allows us to customize data entry in a secured manner. Data security can be provided at various levels for an entity. In this blog post, we will explain how security can be applied in Communications and Documents. New Stuff: Creating Sage 100 ERP Primary contact from sage CRM Sage CRM standard functionality allows… Read More »
Sage 300 ERP tracks the pending payments in a nice and detailed manner. However when it comes to follow ups, ERP and accounting guys will do it but what would be an more efficient way of doing this? We have customized Sage CRM communications module to track these pending payment follow ups in CRM. The… Read More »
Interactive Dashboard encompasses n number of features that make the life of CRM users very easy by catering information to them in a very presentable and business friendly format. In this blog we will discuss how one can enable the functionality of Sending E-mail, Creating Task and Appointment from Sage CRM Interactive dashboards. CRM Solution… Read More »
As we know SageCRM is being used by large group of companies around the world. There is high possibility that on and off basis they may face slowness problem while logging into CRM. There are many ways to enhance the performance of SageCRM application but listing out few of them as we come across while… Read More »
