In our previous blog post, we discussed about the new features that have been introduced in Sage CRM v7.3. Here is the link. Quote Summary Screen Enhancements in Sage CRM 7.3 In this blog post, we will explain how Sage CRM administrator can add restrictions on any user for merging Quote template to word document. New… Read More »
Yes, you heard it right!!! Now, with the upcoming version Sage CRM 7.3v sage will be coming up with de-duplication feature at Lead level which was earlier restricted to Company and Person entities only. New Stuff: Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration In our recent experiences across the retail businesses we… Read More »
Crystal Reports is a business intelligence application which you can use to create and maintain reports. As you know Crystal reports can also be integrated with Visual studio so that they can be directly access through websites. We implement the same approach for reporting through Sage CRM for our customers. New Stuff: Lead to Company/Person… Read More »
One of the fundamental necessities of Sage CRM’s Sales module is to auto – populate the details within the related entities. Fast processing of data has always been proved time efficient and effortless. We all are aware of field mapping functionality between the two entities Lead & Opportunity but, CRM also allows field mapping of… Read More »
One feature that Sage CRM community world wide was eagerly waiting for is the integration with smarter and easy to use E-Marketing tool. MailChimp is certainly the one that can serve the purpose. Mail Chimp integration is slated to release in SageCRM version 7.3 GUMU Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage 500 | Sage 300 MailChimp (www.mailchimp.com/)… Read More »
An ERP system that works in sync with a CRM system can achieve increased efficiencies as well as ROI for both the systems. With Sage 100 ERP – Salesforce.com integration, we have taken your ERP data to the cloud, giving salespeople round-the-clock, 360 degree view of all customer interactions. Attend this webinar to see how… Read More »
Even from Technical Point of view Sage CRM is very much capable to handle various critical solutions. We have already posted few blogs about writing JavaScript codes in .js files and calling the same in Custom Content of any screen. This blog explains such a nice and timesaving trick to call JavaScript function written in… Read More »
Using the Keyword Search in Sage CRM, you can perform a search across all text fields on any of the primary CRM entities by typing key terms in the search field. In this blog post, we will go over some tips and tricks to get the most out of the keyword search. The CRM keyword… Read More »
Hi readers! The screen which appears in CRM for the available entities contains fields which are placed with proper alignment (i.e. Row width, Column width). When we approach to our clients for the requirement gathering most of the time client asks to change the look and feel of the screens. New Stuff: Change default appearance… Read More »
Sage CRM is very much capable to implement various business solutions with a simple tricks. We have already posted several blogs regarding style sheet in CRM where we can achieve different business needs with simple configurations. In this blog I will explain how to change default appearance of Notification area in Sage CRM 7.2 New… Read More »
