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: Use GUMU to bridge the gap between Sage CRM –… »
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: Sage 300 Order Details in Sage CRM Dashboard »
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: Sage CRM with Outlook 2013 classic integration »
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: Cloning an Escalation Rule »
While installing Sage CRM, most of the times we install demo data either purposely or by mistake. Demo data does help in case of product Demos, testing etc. however at the time of going live with implementation we do have to flush out the same. GUMU Sage CRM Integrations: Sage 100 ERP | Sage 500… Read More: Get rid of demo data on CRM install »
GUMU™ for Sage CRM is wizard type utility that converts ACT! data into Sage CRM or SageCRM.com. GUMU™ converts all existing information such as Company, Contacts, Communications, Opportunities, Documents, Pending, History, Users, Custom information stored in user defined locations, notes, e-mails residing in ACT! in Sage CRM/Sage CRM.com. In our previous blogs we discussed how ACT!… Read More: Migrate ACT! Opportunities to Sage CRM »
Self-service applications help passing on ticket logging task in customer’s hand. However these portals are tightly integrated with your SageCRM database which needs to be secure no matter what. Hence it is necessary that we kill the inactive sessions of self-service user logins which improves security as well as performance. SageCRM provides parameter auto logout… Read More: SAGE CRM Self Service Control Session Expiration »
In our previous blog, we had discussed about How to migrate Company from ACT! to Sage CRM. Going further with our series on GUMU™ CRM Migration services, this blog shall discuss about how one can migrate contacts from ACT! to Sage CRM through GUMU™. GUMU™ migrates ‘Contact’ records from ACT! as ‘Person’ in Sage CRM. ‘Persons’… Read More: Migrate ACT! contacts to Sage CRM »
As we all know that Sage CRM is being used by millions of users worldwide who belong to different parts of the world. To talk with each other they find it easy to communicate in their regional language such as Spanish, Dutch, and German etc. However, when it comes to Sage CRM they are restricted… Read More: Multilingual users on same CRM platform »
In Sage CRM, uploaded documents are saved the directory location configured under Administration | E-mail and Documents | Documents and Reports Configuration section. Please refer below screenshot. To know how documents are stored against different entities in CRM, you can refer our below blog link. Related Post: How Library documents are stored New Stuff: SageCRM and SQL… Read More: Issue with Incorrect Configuration of Library Paths »
