In Sage CRM, the Email and communication module is one of the most used features by users to manage and maintain customer relationships. The communication module has also helped users to communicate with the other users in CRM as well persons in the Sage CRM. Also, as we know Sage CRM’s email functionality has allowed… 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 CRM Exchange Integration is integration between Sage CRM and Exchange Server. We can integrate Outlook with Sage CRM but, it requires outlook plugin installed at every user’s machine. Also, we need to manually file e-mails into Sage CRM from outlook. In this, users have the provision to select which e-mail has to file into… 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 »
In Sage CRM, there are a wide range of different functionalities available. One of the most useful feature in Sage CRM is Escalation Rules. By using the Escalation rule you can perform numerous actions within Sage CRM such as displaying On screen notifications for users, send emails to customers, set certain column value, reset column… Read More »
In today’s competitive world, it is very necessary to stay aware of every possible lead that will boost your Business. To be on top of every aspect that will help in serving the Customers be it related to any new Sales or Service ticket, it is obligatory to get such a system that will not… Read More »
We all are aware of the Quick Find feature of Sage CRM. Quick Find feature has made the search functionality very easy and flexible by enabling search on single-line text, email address, and URL fields within all the primary entities as well as on custom entity records at once. This feature is very useful when… Read More »
Sage CRM RESTful API is developed to connect Sage CRM with other applications. We can manipulate data in Sage CRM using standard HTTP Methods such as GET, POST, PATCH, and DELETE. REST API is easy to use in all programming languages, we can use it to transfer data between Sage CRM and external applications. In… Read More »
In today’s world, where maintaining and managing details within a system is a must from automation point of view; documenting necessary stuff is also very important on another hand. While working in an organization, at one point there is always a need of storing company documents in a safe place. Every business has its own… 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 »