Category Archives: Uncategorized

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 »

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 »

Sage Summit 2015 New Orleans – Countdown begins

Sage Summit (#SageSummit) – The most awaited Sage event of the year is scheduled to begin on July 27, 2015 at the beautiful city of New Orleans, LA. With thousands of guests attending each year, this is an event that needs no introduction in the Sage community. Small and Medium Enterprises from across the world,… Read More »

Effective use of CPQ (Configure Price Quote) in Sage CRM

No matter what business you are into, you will be doing sales and essentials of a comprehensive sales process are products, price list, configurable product quote along with their own business logics and processes. Traditionally business have been working in an unstructured manner. Financial and sales analysis was done using MS excel and preparing reports… 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 »

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 »

Running VI Import in GUMU™ integrated system

Our GUMU™ integration is a real-time bidirectional link where customers are created / updated from Sage 100 to Sage CRM on real time basis.  GUMU™ integration uses the Sage CRM web services to read – write data into Sage CRM from Sage 100 on real time basis. This is done by using GUMU™ Sage 100… Read More »

Map single Sage CRM User with multiple Sage 100 Salespersons

GUMU™ for Sage CRM – Sage 100 integration is real time, bi-directional link and it is completely customizable. Today, we will discuss one of such useful customization where user wanted to map their single Sage CRM user with multiple Sage 100 sales persons. New Stuff: GUMU™ for Sage CRM – Sage 100 integration with AvaTax… Read More »