Category Archives: Opportunity

Create Simple Sage CRM report to view Opportunities generated from Outbound Call list

Sage CRM Reporting tool is an important feature of Sage CRM which is used to create simple as well as Complex reports within Sage CRM. New Stuff: What’s New – GUMU integration is now compatible with Sage 100 2016 In this blog, we will be explaining how to create simple Sage CRM report to display… Read More »

Progress Opportunity through Dashboard

Sage CRM 7.3 is came up with a lot of valuable features which would enhance the efficiency of business users and especially in “Dashboard” area. Nowadays, reporting of a sales representative can be done with the help of “Dashboard” and having a nice informative Dashboard has become an essential thing in any application when it… Read More »

How to enable Quotes & Orders tab against Opportunity?

By now, we all are familiar with the various Businesses across the world and its necessity to track the Sales and Purchase details. Sage CRM is very much capable in managing the Sales process with the help of various entities such as Lead, Opportunity, Quotes, and Orders etc. But as every business has a slight… Read More »

Actual vs Target Meter Dashboard Year wise

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 »

Unexpected event on converting Lead to Opportunity in Sage CRM 7.3

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 »

Sage CRM 7.3 – Introduction of New Opportunity Workflow

With the latest release of Sage CRM 7.3, Sage has introduced a new and quicker way of creating Opportunities in Sage CRM through Quick Sale Workflow. The Quick Sale workflow has limited and fewer stages than the standard workflow. This new workflow would be beneficial in an organization where product selling lifecycle need not to… Read More »

Opportunity Funnel in Sage CRM 2014 R2

For any sales person, it’s always convenient that there should be something which will let him know how much potential business he has in his bucket. Along with many more enhancements, Sage CRM 2014 R2 provides an Opportunity Funnel which has an interactive feature which lets the sales person know about possible opportunities for business.… Read More »

Favorite data on your fingertips – Sage CRM 2014 R2

Sage has introduced Sage CRM 2014 R2 on Cloud and my team is extremely happy to see so many user experience enhancements. Few days back we had posted an article on how beautifully the newly added feature “Sage CRM Builder” works. GUMU Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage 500 | Sage 300 Related Post: Sage CRM builder… Read More »

Historical Reports – Opportunity Closing History

Using inbuilt Reports module, it becomes easier for SageCRM administrator to build the reports in List, chart or Cross Tab formats. However when it comes to viewing summary data in historical format, it was not possible through standard report types available. There is one more report type available for this purpose named “Historical” which helps… Read More »

Lead to Opportunity Fields Mapping

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 »