In our previous few blogs, we had discussed about how GUMU migrates ACT! Data like Contact, Company, Notes and Opportunity to Sage CRM. Here we will discuss about how ACT! History and Activity can be migrated to Sage CRM with the help of GUMU™. In our CRM Migration process History records from ACT! gets migrated… Read More »
In Sage CRM 7.2, Sage has introduced a new method of registering a License key where you will be asked to fill up the form in CRM and submit. I have been writing about the several issues you can face with this process when upgrading from previous versions of the CRM or restoring databases from… Read More »
We first see the Release version of the product and then patches, hotfixes over the time to fix the minor issues in the new Sage CRM release. Every patch comes with upgrade note which specifies what is the minimum patch required to be already installed. Now as there are many patches getting installed, how do I know… Read More »
GUMU™ for Sage CRM – Sage 50 (US Edition) is a third party application which imports data from Sage CRM to Sage 50 application and vice versa. It is a batch utility which can be used as a scheduler where each import and export routine can run at a fixed interval time. Let’s walk through… Read More »
In a regular sales cycle, there is a lot which goes into making it a successful one. Adding discounts, comments, or even detailed descriptions might look small but are very important in closing a deal. And, the salesperson would like all these and much more to be efficiently handled by the system that he works… Read More »
In today’s blog I will talk about one of the pain points faced by Sage CRM application testers. In development environment it doesn’t become always possible to host the application test version on static IP’s and access it on mobile device browsers. Testers find it increasingly difficult to test the application in mobile view. Here… Read More »
The primary motto of GUMU solutions is to provide a seamless and hassle-free bridge between various ERP and CRM solutions in a user-friendly interface giving you access to your data anytime, anywhere on the Go. Today, we will talk more about our GUMU Sage 500 ERP integration. GUMU for Sage CRM – Sage 500 Integration … Read More »
Sage CRM provides a very powerful and effective feature of dashboard which can be used to monitor the business processes at a quick glance to provide an instant overview of key elements of business performance. Read our other dashboard related posts at the end of the blog. In this blog, we will explain the steps… Read More »
This post is in continuation of our previous posts regarding Sage CRM and Outlook Integration. People using Sage CRM and latest version of outlook mainly face the problems with Classic Outlook integration Plug-in due to enhanced security and performance parameters in latest office products. Create, Launch, Record, Analyze Surveys from within Sage CRM Greytrix Survey… Read More »
As we all know that latest version of Sage CRM gives us a features to clone various configurations which eventually saves our valuable time. However cloning is not new to SageCRM framework. It was already in place for escalations, workflow rules etc. Related Post: : Report Cloning in Sage CRM 7.2 Consider a scenario where same… Read More »
