Sage CRM has its own .NET API (Application Programming Interface) that allows a developer to extend Sage CRM functionality by creating and using .NET DLLs (Dynamic Link Libraries). Developers can add references of DLLs from and within Sage CRM and thus call methods exposed by the DLLs to perform certain actions. The Sage CRM .NET… Read More »
Sage CRM dashboard is an enterprise application (EA) interface used for the monitoring of business and sales opportunities, processes and performance. A CRM dashboard provides real-time business event snapshots, which are used to measure and develop analytics for business reporting. Sage CRM dashboards facilitate comparative business analysis through the capturing of data and related Web-based… Read More »
Calendar is one of the most effective features available in Sage CRM. In the Calendar tab within My CRM, it allows us to create communications as well as to view Communications created for another user in a more easy and responsive manner. In the calendar tab, you can view the Appointment or Task on daily,… 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’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 »