By far we all know that by using Sage CRM, we can manage and maintain the Sales process in very efficient manner. Different entities such as Lead, Opportunity, Quote, Orders etc. falling under the Sales process makes it very appropriate from the Business point of view. Since every sales process ends up at the costing… Read More »
You’ve stumbled on this article in your quest for technical tips, updates or know how on Sage solutions frequently posted on our blog. Well this write-up is a bit different from our normal cadence and if you’re participating as an attendee, exhibitor or Sage employee, we hope to see you at Booth #521 and meet… Read More »
GUMU™ for Sage CRM – QuickBooks integration link is external bi-directional link which synch data from Sage CRM to QuickBooks and vice versa. In our GUMU™ link there are number of Synch processes. Today in this blog we will walk through the promote order process. In this GUMU™ integration link, user can create order using standard… Read More »
In our previous blog we have already discussed that in our GUMU free text items are promoted to sage 100 as special items. Moving further in this blog we will discuss one of the common issue “Sales Account is required” which users generally face while dealing with special items. New Stuff: Calculate Sales tax in Sage… Read More »
In our previous blog, we discussed about creating orders using Special item. In this blog, we will discuss about creating orders using comment Line item. Comments items are Non-Inventory and Non chargeable items which are added in the Sales orders to provide additional information about the line item added. Using GUMU™ Sage CRM – Sage… Read More »
In the previous blog, we talked about the new and exciting GUMU feature of GUMU Customizer functionality for Sage X3 and Sage CRM integration. In this blog, we will focus on how we can use GUMU Customizer to create Sage CRM grids to display data on real time basis from Sage ERP X3. New Stuff:… Read More »
GUMU™ Sage CRM – Sage Pro integration is real bi-directional integration. This is now compatible with latest Sage CRM 7.3 version. This new integration now also supports multiple browsers. New Stuff: GUMU™ Sage CRM – Sage 100 Integration – New Features In addition to this now since it is compatible with all browsers, user will… Read More »
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 »
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 »
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 »
