Our GUMU™ utility helps in migrating data from a number of Source CRM (i.e. ACT!, GoldMine, SLX etc) to Sage CRM as a target databases at our migration lab. Today, we will walk through the migration services for “SalesLogix to Sage CRM”. We consider “SLX to Sage CRM” as a custom migration and it is… Read More »
Our GUMU has a very user friendly interface and a wide range of features which we keep on adding time to time. One of the most important features of our GUMU integration is real time changes from Sage 100 (MAS 90/200) to Sage CRM, i.e. changes gets mirrored to CRM on the click of Accept… Read More »
Using GUMU for Sage CRM –Sage 100 integration, we can Promote orders on real time basis from Sage CRM to Sage 100. These orders can contain any type of ITEM (Inventory, Charge, miscellaneous, Comment and Free text or special items). For creating an order with special item, you can make use of NEW FREE TEXT ITEM… Read More »
Sage CRM interactive dashboard is a workspace which can be highly configured to control the information which we work on. We can add several types of gadgets like List, Menu item, Chart, RSS Feed, etc. on the interactive dashboard. While working with any ticket/case we need to go to summary page of that record for… Read More »
We all know that whenever our Sales/Marketing personnel are on the go, it’s not always possible to stay connected to internet all the time. Also we cannot afford them using anything except SageCRM to gather details. Sage CRM offline client provides greater flexibility to Sales/Marketing people to be on site and gather all the information… Read More »
For any application one of the most significant features that should be incorporated is to track the error generated at the run time. Trapping the error is highly important as it not only signals at the affected area but also saves time in resolving the issue. New Stuff: XML based Fusion charts in COM API Sage… Read More »
Fusion charts component added to SageCRM improves the overall visual experience of reports. We can display fusion charts on dashboards too. There are already methods explained in Developer guide to build the charts using API methods. In this blog I will explain how we can use fusion widget xml to build the chart and display… Read More »
Dashboards make your life easier hence new versions of SageCRM are also concentrating on making them more interactive, easier to understand and develop. We can create dashboards based on all the entities on the fly. You can also integrate web applications like Facebook, Twitter and Market Tickers etc. to access from your History (Dashboard) area.… Read More »
Implementation of SageCRM most of the times contains the two majors tasks, one is the actual implementation-configurations and other is Customizations. Whenever we implement SageCRM we must draw clear line as to what can be done by standard and what needs to be customized so that we never overshoot our implementation runway and crash land… Read More »
For any web application, Self Descriptiveness is the main characteristic which facilitates maximum usage of the modules designed. There are lots of things with which we can achieve this in SageCRM. SageCRM has wide scope for customizations. Customization also involves creating several custom entities to incorporate client requirements. We have a facility to generate entities… Read More »
