In the current year i.e. 2020 Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). These new updated versions are come up with additional features and compatibilities. Also, most of the minor bugs related to custom entities also fixed in these versions. CRM Resource Planner will help you to store… Read More »
In the current year i.e. 2020 Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). These new updated versions are come up with additional features and compatibilities. Also, most of the minor bugs related to custom entities also fixed in these versions. CRM Budget Planner will help you to manage… Read More »
With the advancement in technology and real-time data being the need of the hour, it is extremely important for the sales and service professionals to have customer or service data at their fingertips. Recently, Greytrix Android App development team has built up an Android application that provides this flexibility to sales and service teams to… Read More »
Lately, Sage CRM has come up with various options that would help in searching and accessing the records with an ease. Entity specific search screens, Quick find, Recent List and Favourites are some of the options which helps the Users to access the records within a quick span of time. Moreover, the Favourites and Recent… Read More »
Recently we have one customization request from the client for mapping of Sage 300 salesperson to Sage CRM users. To do this customization we have created one functionality from where users can map and set manually Sage 300 Sales Person to Sage CRM users. This functionality developed to integrate Account Manager of Company in Sage… Read More »
As we all know, Sage CRM like any other web application is IIS driven application for accessing over the network. IIS provides greater flexibility for the secure access to portals like Sage CRM. However sometimes the security features if wrongly configured which might effects the functionality of CRM. So in this blog will be having… Read More »
The Escalation functionality of Sage CRM has allowed handling the Service Level Agreement set at the Customer level. It has helped to manage/monitor the TAT for the Service Tickets managed for these customers from and within Sage CRM. Escalation functionality has allowed triggering notifications not only for Primary entities but also for custom entities. Escalation… Read More »
Sage CRM has screens designed in such a way that it helps the Users with all the important information w.r.t that respective entity screen in a very user-friendly manner. Moreover, the flexibility of Sage CRM to configure the screens as per business requirements has made it even more supportive. One such screen available on CRM… Read More »
GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. Using GUMU™, a user can sync customers data between Sage CRM and Sage 100 systems. In addition to this, all the information for Sage 100 customer flows between Sage CRM – Sage 100 on real time depending on your configured settings option… Read More »
GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. Using GUMU™, a user can sync customers data between Sage CRM and Sage 100 systems. In addition to this, all the information for Sage 100 customer flows between Sage CRM – Sage 100 on real time depending on your configured settings option… Read More »
