Category Archives: CRM DOT COM

Posting Single Invoice Entry from Sage CRM for Multiple Shipments

In ERP when a Customer purchases more than one item we can send that Customer a combined invoice. A combined invoice lets a Customer send you a single payment for multiple shipments. In our earlier Blog we had explained how to Create Single Invoice Entry from Multiple Shipment Entry in Sage 300 ERP. Now in… Read More »

Adding Documents Tab to Leads in Sage CRM 2014 R2

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 »

Case entity pipeline Sage CRM 2014 R2

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 »

Scheduling Backup activity through Sage CRM 2014 R2

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 »

Opportunity Funnel in Sage CRM 2014 R2

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 »

Inbuilt Add-ons – Sage CRM 2014 R2

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 »

Profile Pictures for users on Sage CRM Dot Com

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 »

Sage CRM builder – Future of Sage CRM Cloud

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 »