The GUMU™ for Sage CRM – Sage 100 Integration is a real-time, bi-directional link that seamlessly connects Sage CRM and Sage 100 where users can view information for customers, invoices and orders from either of the systems. It also supports multiple company integration, allowing multiple Sage 100 companies to be linked with a single Sage CRM instance. In this… Read More »
GUMU™ for Sage CRM – Sage Intacct is a real-time, bi-directional integration that synchronizes customer and vendor data seamlessly between Sage Intacct and Sage CRM. This ensures data consistency across both systems and enables CRM users to access ERP information without switching platforms. With the GUMU integration, critical information from Sage Intacct is displayed directly within… Read More »
GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional integration solution that connects Sage 100 (formerly known as MAS 90/200) and Sage CRM systems. It allows for seamless data synchronization between the two systems, enabling information sharing and providing a comprehensive view of customer and financial data across both platforms. The link… 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 »
Workflow in Sage CRM basically helps to systematize business processes using a predefined set of business logic rules and actions. A Workflow is a sequence of tasks that processes a set of data. As we know many businesses and industries have followed one kind of workflow process. Workflows are the paths that describe how something… Read More »
With the latest release of Sage CRM i.e. Sage CRM 2021 R1, many exciting features have been introduced that has helped to manage the Customer Relationship and other business process in a smooth and trouble – free manner. Sage CRM 2021 R1 provides the following new features and enhancements: Support for OAuth 2.0 Click to… Read More »
Sage CRM is widely used because of its easy customization and different ways of customization as per the user requirements. User can achieve multiple things without new customization, by using different setting option in Administration. So in this Blog we are going to see some tricks, How to add Tab in Team CRM and call… Read More »
Sage CRM has proved to be very much flexible when it comes to accommodating customizations as per the business needs. Recently we came across a requirement, where the Client was not only interested in getting the access to the records assigned to a particular user but also in getting a proper view of all the… Read More »
Sage CRM has provided an inbuilt feature to modify its Themes, Report Formats and Button Color etc. Few days back, one of the Sage CRM user approached us with a requirement to modify Sage CRM Login screen with their Company Logo. In earlier blog, we had explained how it can be done when Sage CRM… Read More »
With the recent release of Sage CRM 2018 Version, many additional features are been introduced such as Quick find, Mailchimp Integration etc., also additional Calendar features too were implemented which are useful for Sage CRM users in our blog we will be introducing about Calendar List features. New Stuff: New Features in System Behavior in Sage… Read More »
