Sage CRM – Tips, Tricks and Components
Hello everyone, as we know Sage CRM provides a number of standard features such as Reports, Data Management, etc. Additionally, Sales Forecasting is a standard feature of the Sage CRM application for both Individual CRM users and Teams. This functionality allows individual Sales Users to enter forecasts using their opportunity pipeline. In our blog, we… Read More »
In every Business world, Sales Forecasting is of utmost importance in order to track the growth of the business. Managing the sales forecast in appropriate or say timely basis not only helps to track business growth but also helps in tracking employee’s performance. In below article, I will bring into your notice one of the… Read More »
Hi everyone!! This would be the shortest blog topic we had ever posted on our site but, regardless to say it will give you more information on the Forecasts module of Sage CRM. New Stuff:Access your ERP data on the Move using Integration Few days ago, one of my customer wrote an email to us… Read More »
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 »
Summary of sales on Dashboards makes it very useful for Sales managers to analyze their sales pipeline. Sales funnel is one of the ways of tracking bottom line and top line forecast to efficiently handle day to day sales activities. Considering this there are two more chart types defined in Sage CRM 7.2 under Reporting section… Read More »
What is more important for successful business? Good resources, big premises, cafeteria, assembly areas :). Yes, these all are necessary but one thing which makes the difference is the hierarchical organization structure. In CRM we have provision to create users and specify the profiles for them. Along with this we also have field named Forecasting… Read More »
Sales Forecasting is a standard feature of the SageCRM application for both Individual CRM users and Teams. Its functionality is to allow individual Sales Users to enter forecasts using their opportunity pipeline. Forecasts tab can be seen on My CRM. Sometimes when we try to create a new Forecast for the current year, you might… Read More »