Category Archives: Sage CRM

Importance of CRM ERP integration

Traditionally, the ERP system automates the management of purchasing, distribution, Planning, Manufacturing, account receivable, payable and Product-inventory data. CRM systems are customer facing and manage sales, customer service, and lead generation. Because of the different areas that these respective systems handle, they are designed differently and are often incompatible. What if we integrate both CRM… Read More »

CRM for Subscription Process

Nowadays, Subscription business model is growing very rapidly in various industries and it is such a business model where customer pay money for a particular product/service for the particular time of period.  The major benefit which will be extracted from this business is it is a recurring model where customer’s subscription will be renewed on… Read More »

Shipment and Invoice Process in CRM

Here with this blog, I would like to explain you how Shipment and Invoice process can be integrated in Sage CRM using Sage 300 ERP Web Service. As we know Sage CRM can be seamlessly integrated with Sage 300 ERP which allow users to check the actual Inventory and pricing before sending a quotation to… Read More »

How Sage CRM changed Structure of Phone and Email in Sage CRM 7.2

Hi folks! You all must be familiar with the following entities in CRM ”Email”, “Email Link”, “Person” ,“Person Link” ,”phone” and “Phone Link“ table .These are the tables where person’s and company’s communicated related details are saved. But when you want to check one of these details in database for the related company or person… 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 »

Prepayment Process in CRM

Sage CRM is getting flexible in such a way that we can customize the same as per our business needs. The whole credit goes to .Net SDK of Sage CRM which is allowing developers to build Sage ERP related functionality in CRM. In today’s blog I will explain you a feature that we have designed… 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 »

Key benefits of CRM and ERP Integration | Greytrix

Traditionally, the ERP system automates the management of purchasing, distribution, Planning, Manufacturing, Account Receivable, Payable and Product-Inventory data. CRM systems are customer facing and manage sales, customer service, and lead generation. Because of the different areas that these respective systems handle, they are designed differently and are often incompatible. What if we integrate both CRM… Read More »