Sage CRM gives us the provision to validate the duplicate company records with the help of Deduplication applied on Company Name or other company details, however there is no such standard method to validate Phone or Email details existing in the system. In this blog, I will share a method through which you can apply… Read More »
We all are much familiar with Quote mechanism provided by SAGE CRM. We can manage quotes for an opportunity and also further can convert it to order for our customers. This functionality allows us to add Line Items or Products against it. In this blog, I will explain how we can delete line item record… Read More »
With growing businesses and expanding Customer base, enterprises face the distinct challenge of balancing agility against scale, streamlining critical processes, understanding prospects, and managing deeper connections. Business systems have evolved considerably over the years and are now more advanced, agile and Customer centric than before. Today, businesses invest in the infrastructure and technology systems such… Read More »
In Sage CRM, while setting up a Web Deployment Manager, you can receive a warning message as “Error connection to Internet Information Server (IIS). Make sure IIS is installed on same machine” as shown in the screenshot below. This blog is a solution for the error message which we will be explained in our below blog.… Read More »
In Sage CRM, wherever there is multiline text field added on a list, for display purpose CRM will truncate its text and show it up to reasonable size. In this case, User won’t be able to read the whole text at a glance. To overcome this, we can add tooltip within grid and read whole… Read More »
GUMU™ for Sage CRM and Sage 100 Integration Link is a real time, bi-directional link that integrates Sage 100 and Sage CRM data. GUMU™ Integration link is a real time, bi-directional link that integrates Sage 100 and Sage CRM where users can view information for customers, invoices and orders from either of the systems. The… Read More »
With the release of Sage CRM 7.2, Sage has introduced many valuable features which has proved very beneficial for every business sector. However some issue which were encountered in Sage CRM7.2 version were been resolved in the upcoming patches. However, after upgrading Sage CRM from 7.2 d patch to Sage CRM 7.2.I patch we tried… Read More »
In this blog we are going to discuss new out of box feature which we have added on communication screen to notify users about their tasks via email. New Stuff: GUMU™ Integration is compatible with new Sage X3 v11 along with Sage CRM 2017 R1 We have added Email to Resources button on Team CRM screen… Read More »
Customer Relationship Management (CRM) is amongst the most valuable systems that businesses can implement. Enterprises have realized that fastest way to increase sales and profits is by investing in CRM and using it to put the customer at the heart of their business. A CRM brings together the customer information that can be translated into… Read More »
“Now you can manage contracts, budgeting, internal resource tracking, training & membership management, projects and much more all inside a single application.” Read further to know how. CRM applications have evolved over the years with capabilities to do much more than managing traditional sales and marketing processes. Organizations using Sage CRM are already aware of… Read More »
