As you all are aware that every time Sage CRM releases new versions with new features which enhances the credibility of Sage CRM. Now, with the release of Sage CRM 2021 R2, new features and great enhancements has been introduced in Sage CRM in terms of UI/UX as well as in terms of functionality which… Read More »
Sage CRM has an easy-to-use reporting tool that lets you edit and create reports. One can also add charts or different types of graphs in the reports extracted from Sage CRM that proves beneficial for the users to perform data analysis. These reports with graphical representation have also proved beneficial for displaying and viewing data… Read More »
In Sage CRM, the customization section has supported various field types that could help in capturing or managing the customer data in an efficient way. The Administration section of Sage CRM not only allows to just use these fields but also make alterations such as change in caption, character limit, field size etc. Along with… Read More »
Sage CRM has allowed to capture and handle the management of the enquiries from the prospect in a very efficient way. Along with this, the ability to collect these enquiries is also available from and within Sage CRM with the help of web forms creation. The enquiries created through these Web forms or web portal… Read More »
Sage has come up with a new release of Sage CRM i.e., Sage CRM 2021 R2. With the release of Sage CRM 2021 R2 new features and enhancements are also made available. One of the enhancements is available in Workflow. Workflow automates business processes using a predefined set of business rules and actions. A workflow… Read More »
Sage CRM’s Mail merge functionality is one of the well – known and most useful functionality for every Business. The ability to merge the transaction details onto a word or pdf document with just few clicks had made it the most prominent feature of Sage CRM. The provision to create numerous templates categorized on a… Read More »
Sage has come up with a new release of Sage CRM i.e., Sage CRM 2021 R2. As we know, every new version of Sage CRM come up with some new features that either enhances the functionality or the user interface to manage the Customer Relationship. It also helps in making the business processes smooth and… Read More »
Sage CRM Exchange Integration is integration between Sage CRM and Exchange Server. We can integrate Outlook with Sage CRM but, it requires outlook plugin installed at every user’s machine. Also, we need to manually file e-mails into Sage CRM from outlook. In this, users have the provision to select which e-mail has to file into… Read More »
Sage CRM’s Mail Merge functionality is well known for merging all the details of CRM records into the Word or PDF documents. Mail Merge being a server – side process, doesn’t make it obligatory for the client machine to get Microsoft Word installed to perform mail merge. The merge process is cross-browser compatible which simply… Read More »
In Sage CRM, there are a wide range of different functionalities available. One of the most useful feature in Sage CRM is Escalation Rules. By using the Escalation rule you can perform numerous actions within Sage CRM such as displaying On screen notifications for users, send emails to customers, set certain column value, reset column… Read More »