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: Notify tasks to resources/users via Email »
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: Sage CRM 2017 R1: Reimagine how you use CRM in… »
“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: Sage CRM adds more to your business operations tracking; goes… »
Each application have a backend (SQL, Oracle etc.). A database is a collection of information that is organized so that it can easily be accessed, managed and updated. In Sage CRM different tables are available, each table contains different data information. Tables are nothing but the collection of rows and columns as we already know.… Read More: Role of “CRMEmailPhoneData” table in Sage CRM »
With the latest release of Sage CRM2017 R1, Sage has introduced new feature which offers extra features to improve Sales, marketing and Customer Service. New Stuff: Shortcut link on Company Find screen to create Opportunity, Communication and Cases against particular Company Sage CRM 2017 R1 has the following new features and updates: Updated top bar-… Read More: New Features in Sage CRM 2017 R1 »
In Sage CRM, we all are working with Company, Opportunity, Communication, Cases etc. As we all know that, Company (Customer) is a main entity in Sage CRM, from where we can create a new Opportunity, Communication and Cases. New Stuff: Sage CRM Grid Manipulation To create new Opportunity or Communication against particular Company. We need to… Read More: Shortcut link on Company Find screen to create Opportunity, Communication… »
We all know that we can perform various functionalities with grid using Sage CRM client side API, there are various Methods and Properties which are provided for Grid Manipulation. Within grid we can easily change the link of cell or change the color of cell or remove hyperlink of any column and include many other… Read More: Sage CRM Grid Manipulation »
Your email signature is as important as any other part of your corporate identity. Having a unified signature across the organization is the professional thing to do. You can even add any upcoming further events in organization. In below blog we have explain how you can create default Email Template with Signature of User and… Read More: Add an Auto Signature in Email body in Sage CRM »
While creating a project plan, you will begin with mapping out various tasks, dependencies, Resources. While doing that, you need to remember about a very important component of any project plan: Milestones. First you need to understand the difference between Task and Milestone. Task: A Task is an activity that team needs to accomplish in a defined… Read More: Benefit of Using Milestones in Project Plan »
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 Salesforce.com to Sage CRM migration, we converts all existing information such as Account, Contact, Opportunities, Cases, Leads, Notes, Users, Tasks, Events and Attachments… Read More: Migrate Opportunity from Salesforce to Sage CRM »
