For any sales person, it’s always convenient that there should be something which will let him know how much potential business he has in his bucket. Along with many more enhancements, Sage CRM 2014 R2 provides an Opportunity Funnel which has an interactive feature which lets the sales person know about possible opportunities for business.… Read More »
Once I came across a requirement where one of our client wanted to set different default Font type, Font size, Line spacing and Background in Sage CRM’s FCK editor automatically. Changing Font and Size is possible from front end but you need to change it manually every single time you write an Email and also… Read More »
A user often comes across business requirements where they need to create same type of orders multiple times. To avoid creating same type of orders repeatedly, users can make use of Clone Order/Quote functionality which is a standard Sage CRM functionality. To clone Quotes/Orders, users can follow below steps: New Stuff: GUMU for Sage CRM –… Read More »
Our GUMU for Sage CRM – Sage ERP X3 integrates Sage ERP X3 system with Sage CRM on a real time, bi-directional basis. In our last post, we have gone through how to configure our GUMU from Sage ERP X3 side. In this blog post, we will go through ‘Link customer’ functionality present in GUMU.… Read More »
In our previous posts on Sage CRM reports, we had explained how to, 1) Get impressive reports by adjusting Report Styles in Sage CRM 2) Get impressive PDF Reports by adjusting Report Styles in Sage CRM – Part 2 3) Include your Company Logo in Sage CRM Reports GUMU Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage… Read More »
GUMU for Sage CRM – Sage 100 integration works bi-directionally on real time basis. In the latest version of our integration, we have released new GUMU Sage 100 module which is used for real time changes from Sage 100 to Sage CRM. In this blog post, we will go through the installation and configuration steps… Read More »
Over last few days we have posted a series of blogs on Sage CRM Cloud. As we all are familiar, CRM provides various means to manage customer relationships in convenient manner but incorporating with social media enables to build strong bond with customers. This blog describes one of the best inbuilt features of Sage CRM… Read More »
We help in migrating data from a number of Source CRM (i.e. Act!, GoldMine, SLX , Salesforce.com, Maximizer etc.) to SageCRM / SageCRM.com as a target databases at our migration center. In Act! to Sage CRM migration , we converts all existing information such as Company, Contacts, Communications, Opportunities, Documents, Pending, History, Users, Custom information… Read More »
In our earlier blogs posts, we had explained how to set field length at run time using JavaScript and jQuery. Following are the links for the same. 1) Set field length at run time in Sage CRM 2) Changing max allowable length of Text field using JQuery New Stuff: Using Primary Key Column of an… Read More »
The day when it was announced that CRM is available on cloud (i.e. Sage CRM 2014 R2); the curiosity and thirst of knowing new features as well as the look and feel of available features have been in lot of demand, among the partners. Keeping this in mind, I decided to share a post about… Read More »
