We all know that SAGE CRM allows us to create web forms for collecting Lead Information. The enquiries captured from web portal are then available in CRM, thereby enabling the standard workflow automatically. But what if you want to set customized workflow rather than standard one? Does it gets set by default? New Stuff: How to… Read More »
We may want to have Leads that has not been attended for 6 months, to be automatically marked as ‘Closed‘. The easiest way to do this, is to schedule a Job in SQL. New Stuff: Add Calendar Gadget in an Interactive Dashboard in Sage CRM One can easily check leads which are 6 months older in… Read More »
This blog is in continuation of previously written blog where I have explained how to capture target audience from website and convert it into Lead in CRM. You can refer the detailed explanation in the post mentioned below. Related Post: Capture your target audience effectively I had explored the basic lead information which CRM enables… Read More »
With the latest release of Sage CRM 7.3, Sage has introduced many valuable features which has proved very beneficial for every business sector. However, while working on Sage CRM 7.3 version we encountered an issue during lead to opportunity conversion process. New Stuff: Wrapper error in Sage CRM – Part 2 As we all are aware… Read More »
When it comes to sale of any product, capturing target audience plays a vital role in the business. There are different ways like email blast, advertising, telemarketing etc. which are widely used medias to capture audience for the business. For every organization, their website is the strong portfolio imitating the expertise of domain they work.… Read More »
Yes, you heard it right!!! Now, with the upcoming version Sage CRM 7.3v sage will be coming up with de-duplication feature at Lead level which was earlier restricted to Company and Person entities only. New Stuff: Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration In our recent experiences across the retail businesses we… Read More »
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 »
As per the basic principal of sales we try and convert all the Leads to Opportunities. The basic agenda of the system is the faster processing hence the most important thing is data must be populated automatically wherever required. When Lead is converted to an Opportunity, the relevant details entered at Lead level must be… Read More »
A Lead can be converted to an Opportunity by “Convert to Opportunity” button available on the lead summary screen. We can also add the same in workflow using Create opportunity workflow action; however when we convert a lead to an opportunity workflow is not set. Surprisingly Opportunity table level script also is not fired when… Read More »