Category Archives: Sage CRM

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: Key benefits of CRM and ERP Integration | Greytrix »

Wrapper error in Sage CRM – Part 2

As we all know “SageCrmWrapper.dll” is one of the most important dll used among most of the Sage CRM custom entities. We have already posted few blogs regarding wrapper and other .dll issues which occurs in Sage CRM. In today’s blog, I will explain you one such scenario that was encountered during our recent implementation… Read More: Wrapper error in Sage CRM – Part 2 »

How to avoid filing of Junk emails in Sage CRM

In today’s fast growing business world, communication plays a very vital role. And when communication comes into picture, Emails has been proved as the widely used and very effective tool of communication. As we all know, Outbound and Inbound email functionalities are properly embedded through Sage CRM keeping its ease of use in mind. But… Read More: How to avoid filing of Junk emails in Sage CRM »

GUMU™ for Sage CRM – Sage ERP X3 Integration – Edit orders

Our GUMU™ Integration has a user friendly interface with Real time and bi-directional link that integrates your front and back office with your existing ERP and CRM applications. In GUMU™ for Sage CRM – Sage ERP X3 integration,  we have recently introduced a new feature which allows  CRM user to edit promoted open orders  from… Read More: GUMU™ for Sage CRM – Sage ERP X3 Integration –… »

Capture your target audience effectively

When it comes to sale of any product, capturing target audience plays a vital role in the business. There are different ways like email blast, advertising, telemarketing etc. which are widely used medias to capture audience for the business. For every organization, their website is the strong portfolio imitating the expertise of domain they work.… Read More: Capture your target audience effectively »

Customer Statistics in CRM – ERP Integrated System

Customer information is the most important key in every business. The more you know about your customer, you will be in better position to serve him and pitch the product effectively. It is very helpful for Sales user to get overall idea about a customer and would be beneficial if it is available in just… Read More: Customer Statistics in CRM – ERP Integrated System »

Introducing workflow on Company Entity

As we all know that Sage CRM workflow plays a substantial role while defining a process flow for users to make effective usage of CRM. In every implementation, we usually sketch out our processes for major entities such as Lead, Opportunity and Case. These entities are mainly used by sales or services team users to… Read More: Introducing workflow on Company Entity »

App Pool Setting for Sage CRM-ERP Integration

We all know that Sage CRM 7.2 has come up with great functionalities that is helping to capture complex business processes in it. With the release of.Net API, even from technical point of view Sage CRM is now very much capable and flexible to write and accommodate complex business logic in it. But while implementing… Read More: App Pool Setting for Sage CRM-ERP Integration »

Use Open XML in Sage CRM .Net API

Sage CRM has made the functional development much easier by providing enhanced .Net API development kit with recent versions. Developers can use wide range of packages to build enhanced solutions for business needs with better flexibility. Related Post: Create log file using .net API In most of the implementations of Sage CRM, a common requirement which… Read More: Use Open XML in Sage CRM .Net API »

Confirm Button using .NET API

Recently, while working on an implementation we came to know how easily we can do the customization using .Net API. Well, we were supposed to create a screen in Sage CRM which should ultimately get the confirmation from user before submitting the record into Database. By referring the .Net methods we found one method which… Read More: Confirm Button using .NET API »