Our GUMU for Sage CRM – Sage 100 integration is link is real time bi-directional integration link. One of its exclusive feature is that it is a customizable link and we can customize GUMU to suite your company business process. Recently, we came across a scenario wherein a client came up with a requirement to… Read More »
Sage CRM has inbuilt powerful Security mechanism known as “Territories”. By setting territories in Sage CRM, we can restrict one user from accessing records of another user belonging to different territory. Territory field is available on Main entities. A territory can be defined geographically, by product area or by any other criteria. New Stuff: Increase… Read More »
Sage CRM’s Quick find allows users to search for key terms across single-line text, email address, and URL fields on all company, people, case, opportunity, lead, solution, communication, order, quote, and custom entity records at once. Since the Quick find helps with the results from various entities; many a time’s users face the situations where… Read More »
Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT! , Goldmine,… Read More »
SSA field in Sage CRM is an important and one of the extensively used feature to link one entity with another entity. While linking one of the records we have observed that SSA field was showing “Too Many Records” message at the bottom of SSA field. New Stuff : Unable to save MailChimp Configuration in… Read More »
Technology and advancements form a major part of an individual’s life, especially in an emerging economy like Kenya, Africa. From gazing the position of stars, moon, planets and sun to know the approximate time to the invention of watches, we have come a long way along. The major breakthrough in science was brought about by… Read More »
Quick Find functionality in Sage CRM provides instant results based on the key terms entered in Quick Find search box. Quick Find will return results containing your key terms in any text field, email field or URL field. Quick Find functionality depends on Quick Find service which runs as a background process and returns data… Read More »
MailChimp is one of the effective email marketing tool available in sage CRM, through which you can send bulk of emails to your customers/prospects just by creating various marketing campaign in CRM. The results from the campaign are shown within Sage CRM and you can see various statistics like how many people opened the email… Read More »
MailChimp is an email marketing solution that is integrated with Sage CRM to let you create online campaigns, send emails, and track results for campaigns. You can easily integrate MailChimp with Sage CRM by configuring API key and List Id. Related Stuff: Unable to save MailChimp Configuration in Sage CRM In this blog I will… Read More »
In our latest version of GUMU, we have added Discount functionality wherein user can add discount on product level. New Stuff: Creating Quotes and Orders for Prospects using GUMUX3 connector User can create quote and order in Sage CRM by adding discounts on line item level and later can promote quote and order into Sage EM.… Read More »
