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 »
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 »
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 »
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 »
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 »
In this blog, we will get a walk-through functionality that is modified in the new version of GUMUTM 5.6.0.2.The updated UI improves the user experience and helps users to better manage their invoices, orders, and customer information. The new layout makes it easier to access and organize these lists, while the improved sorting and filtering… Read More »
In our previous blog post, we discussed the steps to resolve error messages encountered by users when promoting a Customer through Adonix. In this blog entry, we will explore the troubleshooting process to fix the error messages that users may encounter during order promotion from Sage CRM to Sage X3 using Adonix. Here are the… 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 »