Sage CRM has always been proved very much flexible to incorporate various business needs with an ease. Release of version 7.3 has been revolutionary thing happened in Sage CRM world. It not only offers new amazing features but also provides fresh and contemporary design with new navigation delivers an enhanced user experience. In today’s blog… Read More »
Hi folks! This article is in continuation of my previous blog where I have explained the logic of calculating CST for Quotes. Below is the URL for the same. Now through this blog I will be explaining you one of the complex requirement which we recently came across. One our Client had business over many… Read More »
Sage CRM provides a list of features for managing Rights to Data Access for all Users. In this blog, I will explain how we can grant access to a user to create new report in Sage CRM. New Stuff: Calculate CST for Quotes through Sage CRM While, working on an implementation for one of our… Read More »
By far we all know that by using Sage CRM, we can manage and maintain the Sales process in very efficient manner. Different entities such as Lead, Opportunity, Quote, Orders etc. falling under the Sales process makes it very appropriate from the Business point of view. Since every sales process ends up at the costing… Read More »
Marketing is one of the powerful feature of CRM using which we can attract our customers by launching campaigns. Now, with the release of Sage CRM 7.3 version they have integrated Mail Chimp which allows to send mass email for Mail Chimp campaigns. Below is the link which explains how we can integrate MailChimp with… Read More »
In Sage CRM, when a lead, communication or opportunity is created system provide a provision to create On-screen notification which will act as an alert engine for the user. This On-screen notification will be available under My CRM area. But, there is possibility that user may forget to check the notification area which will lead… Read More »
Hi folks! When it comes to hide and show in CRM we directly go for scripting. Without knowing that Sage CRM provides us to do the same by changing settings. One of the most difficult panel to deal with in Sage CRM is “Phone” and “Personal Phone Details”. Now suppose you want to hide one… Read More »
In today’s fast growing business world, communication plays a very vital role. And when communication comes into picture, Emails has been proved as the widely used and very effective tool of communication. As we all know, Outbound and Inbound email functionalities are properly embedded through Sage CRM keeping its ease of use in mind. But… Read More »
GUMU™ for Sage CRM.com – Sage 50 (US) integration link is an external bi-directional sync utility which synch data from Sage CRM.com to Sage 50 (US) and vice versa. New Stuff: Calculate Sales tax in Sage CRM using AvaTax API In our previous blog, we gone through the process to Synch orders from Sage CRM… Read More »
When it comes to sale of any product, capturing target audience plays a vital role in the business. There are different ways like email blast, advertising, telemarketing etc. which are widely used medias to capture audience for the business. For every organization, their website is the strong portfolio imitating the expertise of domain they work.… Read More »
