Category Archives: Uncategorized

Suppress Stages with Zero Records in Pipeline in Sage CRM 2023 R2

In the ever-evolving world of Customer Relationship Management, Sage CRM continues to lead the way with its commitment to user-centric innovation. Sage CRM has been a reliable choice for businesses looking to streamline their sales, service and customer management processes. Managing user’s sales pipeline effectively is crucial for any business. It’s the lifeline of business… Read More »

Supercharge Your Emails with Sage CRM 2023R2

Email communication has become the lifeblood of modern business and Customer Relationship Management (CRM) systems are the engines that drive it. In today’s world, everything is becoming digital. We used to communicate with clients through Emails. In Sage CRM also we can send emails to clients. Sage CRM has its standard inbuilt email editor. Email… Read More »

Workflow Enhancement in Sage CRM 2023 R2

Every business have its own predefined business process which everyone follows. Workflows in Sage CRM are a powerful tool for automating, optimizing, and standardizing business processes. Efficient workflow management in Sage CRM can help organizations to improve efficiency, reduce manual tasks, ensure consistency in processes, and enhance customer service. It is a valuable tool for… Read More »

Global Dashboards and Charts Feature in Sage CRM using GUMU™ Sage CRM – Sage X3 Integration

GUMU™ for Sage CRM – Sage X3 integration is a real time, bi-directional link.  In our last post, we went through the GUMU™ for Sage CRM – Sage X3 Integration is compatible with Sage CRM 2023 R1. Recently, we Sage X3 Integration is compatible with Sage CRM 2023 R1. Today in this blog post, we will go… Read More »

Customize Ergonomic Theme in Sage CRM 2023 R1

Sage CRM serves as comprehensive solution for Customer Management needs. With each upgrade and iteration, Sage consistently introduces new features and refines user functionality. These continuous enhancements aim to streamline Customer Relationship Management, making it more accessible and user-friendly. The ultimate goal is to enhance adoption rates, improve data accuracy and completeness, gain deeper customer… Read More »

Dashboards and Charts Feature in Sage CRM using GUMU™ Sage CRM – Sage X3 Integration

GUMU™ for Sage CRM – Sage X3 integration is a real time, bi-directional link.  In our last post, we went through the GUMU Integration Chart Feature In GUMU™ for Sage CRM. Recently, we have added a feature where Sage CRM system administrator can map a Sage 100 user with a Sage CRM user. Today in this blog… Read More »

Expanding GUMU Dashboard Visibility in Sage CRM: A Step-by-Step Guide.

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 »

Disable Click to dial Links on Phone Number in Sage CRM

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 »

Demystifying Price Hierarchy in the Sage CRM-Sage 100 GUMU™ Integration

In today’s fast-paced business landscape, effective integration between key systems is more critical than ever. That’s where GUMU™ for Sage CRM and Sage 100 ERP comes into play. This powerful and customizable integration link establishes a real-time bi-directional connection between the two platforms, ensuring a seamless flow of customer data. In this blog, we will… Read More »