In today’s world information exchange has become immensely easy with the help of World Wide Web. At the same time companies are also thinking of saving costs on server maintenance through Cloud Computing. Sage has helped this trend by making fully functional Sage CRM available on cloud through www.sagecrm.com. Anyone who follows the standard processes… Read More: Sage CRM builder – Future of Sage CRM Cloud »
In our previous blog post, we discussed about configuring QB Integration with Sage CRM using GUMU Integration. Our GUMU for Sage CRM – QuickBooks is an External sync Utility where it integrate s the Customer Data bi-directionally from QB to CRM and CRM to QB. In this blog, we will go through various synchronization processes… Read More: GUMU for Sage CRM – QuickBooks integration – Synchronization processes »
Our GUMU for Sage CRM – QuickBooks is a third party add-on where it integrates QuickBooks and sage CRM. It is a batch utility where it imports all the data to and from Sage CRM and QuickBooks. In this blog we will go through the steps to configure GUMU integration. New Stuff: Real Time Tabs… Read More: Configuring GUMU for Sage CRM – QuickBooks Integration »
In our previous blog post, we discussed about creating additional Contacts and addresses in Sage 100 ERP from Sage CRM. Similarly, user can add Additional Contacts and addresses in Sage 100 ERP which will get updated to Sage CRM on real time basis. But an Organization may want to sync the data only in one… Read More: Synchronization setting in GUMU for Sage CRM – Sage 100 »
Database backup is very essential in business environment to keep disaster recovery options open. Maintaining every day database backup is routine practise for all software friendly industries. However doing this task manually is very tedious job and involves lot of risk if someone forgets to backup. New Stuff: Sage 100 user mapping with Sage CRM… Read More: CRM database auto-backup on SQL express Editions »
GUMU™ for Sage CRM – Sage 100 ERP is a real time, bi-directional link. For syncing data between Sage CRM and Sage 100 application, we need dedicated Sage CRM and Sage 100 users for configuring it within integration. Today, we will go through the user settings required for these users. New Stuff: Steps to Import… Read More: Sage CRM and Sage 100 user configurations for GUMU integration »
Interactive dashboards add up to overall look and feel through which data is rendered to management users. Dashboards help review team’s performance over the time. However some users may want specific dashboards like Leads that are assigned to them only. Yes this is similar to Leads pipeline however I may want to keep tab on… Read More: User specific data on Interactive dashboards »
Every country has its own Currency. Businesses that sell products in different territories may need to capture all those currencies as well. Also they may want to see the reports in their own currency as base. New Stuff: Limit number of characters in Sage CRM fields In Sage CRM we can configure multiple currencies, conversion… Read More: Sage CRM Currency Conversion through code »
Documents are integral part for any business. During any business process lots of documents are being shared between the parties. These documents may be the physical documents or electronic documents. As technology is evolving, electronic documents are mostly preferred as they are easy to store, manage and can be accessed anywhere any time. New Stuff:… Read More: Document Management against Lead Entity »
Communications is one of the pillars of successful business. We all communicate with via phone or emails on daily basis. Sage CRM provides SMTP, POP email integrations and inbuilt Email editor goes very well for any set of requirements. However size of the email editor that comes by default is sometimes not sufficient. New Stuff:… Read More: Increasing size of Email Editor in Sage CRM »
