You all are aware that sage has introduced the latest release for Sage CRM i.e. 7.3. With this release sage has introduced some new features which we have discussed in recent blogs. Among them another new feature available is Enhanced Text Editor in Email and Mail Merge Template. New Stuff: Sales Metrics for Managers in Sage… Read More »
In our last post Sales KPI dashboard in Sage CRM 7.3, we read about dashboards available in latest release of Sage CRM which are termed as Business Accelerators. Today, we will discuss one more type of dashboard which can be used by managers to get the better picture of the organization and current position of sales.… Read More »
Sage CRM 7.3 is released with a lot of valuable features for every business and we are so excited about it, that my team has decided to post series of blogs on the new features added. Today we will discuss one more such exciting feature. With the launch of Sage CRM 7.3 new Management Dashboards are… Read More »
With the release of new version of Sage CRM always there comes a question in our mind “What database and other changes will be there?” From a technical consultants point of view we also need to think about the expected changes we need to make, as and when it comes to upgrading from previous version… Read More »
Sage ERP X3 Sales Conference #SageGC (formerly Sage ERP X3 Global Convention) is a marquee event for Sage ERP X3 users and partners from across the world and is being hosted this year at the picturesque venue of Istanbul, Turkey. The event, which sees a large gathering of Sage Business Partners, Customers and Prospects under one… Read More »
Hi Folks!!! We have been writing blogs explaining issues being faced while exporting reports data in Excel from the time Tomcat was introduced. Today I will discuss one more such issue I faced recently due to silly configuration mistake of report generator memory. New Stuff: An overview of Greytrix’s Sage CRM Migration Services. I had all… Read More »
When we do any business, Escalations are important. The word escalation means “To pass (a transaction or case) on to a higher level in an organizational hierarchy”. Escalations enable you to ensure on time response to customer for everything. Till the version 7.1 Sage CRM had provided some escalation actions to handle default assignments, communication reminders etc. New Stuff: Dot Net Admin and DLL Security Levels Sage CRM… Read More »
Today I will discuss one of the least discussed topic on Sage CRM communities. It has been a long time we are developing our customizations in .NET API. This API methodology is well into our blood now and over the time we have learned all Pro’s and Con’s of using it. New Stuff : Download… Read More »
Our GUMU for Sage CRM – Sage Pro is a real time integration link just like our other integration products GUMU Sage CRM – Sage 100, GUMU Sage CRM – MAS 500, etc. In this blog post, we will go through the steps to configure GUMU for real time changes from Sage Pro to Sage… Read More »
With the latest release of Sage CRM 7.3, Sage has introduced a new and quicker way of creating Opportunities in Sage CRM through Quick Sale Workflow. The Quick Sale workflow has limited and fewer stages than the standard workflow. This new workflow would be beneficial in an organization where product selling lifecycle need not to… Read More »
