As you know we have been writing blogs on issues being faced while extracting reports data in excel and issues related to Dashboards not working. You can go through the links added below for your reference. Related Stuff: Error exporting reports to excel in CRM part 3 Even in today’s blog, we will be discussing… Read More: Error exporting reports to excel in CRM part 4 »
As we all know that term “Dashboard” nowadays has become the most important part of any software or meeting. Within Sage CRM, we also have a feature to create personalized dashboard for Managers, Sales Executives and CEO’s. In this blog, we will see how we can make use of a Gadget which will help Sales… Read More: Monitoring Sales Team performance with the help of Dashboard »
Reporting is the most essential part of any organization which improves business intelligence, decision making and knowledge management. When it comes to reporting mechanism of Sage CRM, I will say it is one of the best reporting tool. The latest version 7.3 of Sage CRM has bring lot of new dashboards and inbuilt reports which… Read More: Actual vs Target Meter Dashboard Year wise »
In our last post Sales KPI dashboard in Sage CRM 7.3, we read about dashboards available in latest release of Sage CRM which are termed as Business Accelerators. Today, we will discuss one more type of dashboard which can be used by managers to get the better picture of the organization and current position of sales.… Read More: Sales Metrics for Managers in Sage CRM 7.3 »
Sage CRM 7.3 is released with a lot of valuable features for every business and we are so excited about it, that my team has decided to post series of blogs on the new features added. Today we will discuss one more such exciting feature. With the launch of Sage CRM 7.3 new Management Dashboards are… Read More: Sales KPI dashboard in Sage CRM 7.3 »
Sage CRM’s reporting feature has always been proved helpful to view the summary data. Report’s data extracted in rich graphic and interactive graphs has improved the look and feel as well as gives better clarity. Sage CRM 7.3 has come up with some new chart styles which can prove helpful for Sales as well as… Read More: Introduction of New Chart Styles in Sage CRM v7.3 »
Sage CRM customizations allow you to expand the application so as to include extra information to help you manage customers efficiently. Some of the customizations help you in managing Service Calls, Customer Service, Supporting Tickets and so on. New Stuff: Sage CRM builder – Future of Sage CRM Cloud In this blog post, we will see… Read More: 360° Customer View on Sage CRM Interactive Dashboards »
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 »
LinkedIn is one of the most popular social networking sites for professionals, having over 100 million members from over 200 countries. LinkedIn is not only helpful for social networking, but also for searching new customers, suppliers, and vendors for your business. In today’s world it has become immensely important to track customer behavior and LinkedIn… Read More: Customer Dashboard with LinkedIn search »
Sage CRM provides a very powerful and effective feature of dashboard which can be used to monitor the business processes at a quick glance to provide an instant overview of key elements of business performance. Read our other dashboard related posts at the end of the blog. In this blog, we will explain the steps… Read More: Sage 300 Order Details in Sage CRM Dashboard »
