Category Archives: Uncategorized

Sage CRM 7.3 – Introduction of New Opportunity Workflow

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 »

Introduction of New Chart Styles in Sage CRM v7.3

Sage CRM’s reporting feature has always been proved helpful to view the summary data. Report’s data extracted in rich graphic and interactive graphs has improved the look and feel as well as gives better clarity. Sage CRM 7.3 has come up with some new chart styles which can prove helpful for Sales as well as… Read More »

Pipeline failure with regional currency configurations

With the availability of the demo data option at the time of installation it becomes easier to prepare demo systems on the fly. We can just install the demo data and showcase full-fledged functionality of Sage CRM in no time. New Stuff: Some facts about Metadata Refresh Once my presale guy was preparing demo system… Read More »

GUMU™ Sage CRM side configuration for Sage 100 ERP Integration

Configuration is an essential part after successful installation of any product. In our blog post today, we will go through the GUMU configuration screen and will see what information we require for configuring GUMU Sage CRM – Sage 100 ERP integration link. New Stuff: Steps to install GUMU Sage 100 Module For this purpose, in… Read More »