As you’re aware, users gain access to Sage CRM by simply launching a web browser and directing themselves to the CRM’s dedicated web application, which is securely hosted on a remote server. Consequently, any updates introduced in browser versions have the potential to ripple through and influence the performance of Sage CRM. Notably, a substantial… Read More »
Sage CRM is a versatile Customer Relationship Management platform that offers a wide range of customization options to tailor its functionality to your business needs. Sage CRM allows you to customize various aspects of system. Sage CRM’s customization features empower businesses to align with delivering more personalized experience for both employees and customers. Customizing login… Read More »
In the realm of business optimization, data flow and customer engagement takes center stage. The GUMU™ Sage 100 CRM integration emerges as a game-changing solution, with its bi-directional connectivity, this integration empowers customer-facing professionals with the flexibility to view accounting data and generate orders directly through the Sage CRM interface. Moreover, this integration ensures that… Read More »
Sage CRM allows to create and maintain Customer and their Account information in CRM. This information can be either their Company details, personal details, Email, phone numbers etc. We can even add multiple contact details against one company. Some industries used to do tele calling to their customers or customers calls them regarding their queries… Read More »
The GUMU™ Sage 100 CRM integration is a fully bi-directional solution where users can have access to Sage 100 data wherever they log into Sage CRM. Connecting Sage 100 with Sage CRM allows customer-facing staff to view accounting data and create orders through the Sage CRM interface. Recently, our team had the opportunity to work with one… 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 »
Sage CRM has inbuilt feature for document upload. Using these feature we can upload documents against standard entities like Company, Person, Communication, Case etc. In Sage CRM, we can also apply security management for Documents. So that, one user cannot view the document uploaded by other user of different territory. We can also add documents… Read More »
In every business, communication is very important and Email is one of the main way of formal communication in today’s world. Sage CRM also have inbuilt Email editor through which emails can be sent to clients and same can be saved in CRM. In Sage CRM, user can also create some predefined email templates which… Read More »
In Sage CRM, Company is the main fundamental unit. After creating company, we can associate Sales and Service process to it. In Sage CRM, we can maintain company’s basic details like name, annual turnover, employee strength, company’s website etc. Also, we can link one primary contact person against company, who will be the SPOC for… Read More »