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 »
Sage CRM has always been proved very much flexible to incorporate various business needs with an ease. We have seen a lot of posts where we can achieve different requirements with simple configurations. This blog explains one such trick for CRM’s Recent list, which is helpful for CRM users to find their favorites easily accessible.… Read More »
We talk a lot about implementer’s and testers even sometimes about developers who work on CRM. There have never been much of tips or tricks discussed for Consultants. This made me write something for Presales consultants today! I kept this topic for an open discussion among various CRM experts to gather as much opinions as… Read More »
In our previous blog topic we have explained new features about Sage CRM 2014 R2 version. Likewise, this time also we are taking up a feature called pipeline for Case Entity which gives a graphical representation of the data to a user Related Post: Opportunity Funnel in Sage CRM 2014 R2 In the new version,… Read More »
