As we all are familiar, Sage CRM has provided the facility to create multiple Primary and Secondary entities to maintain data in system either by making data entries manually or by uploading large number of records at a time. Sage CRM’s flexibility has helped the users to not only use the data upload routine for standard… Read More »
Greytrix a decade old Sage Premier Gold Development Partner known for its award-winning real-time, bi-directional, multi-company GUMU™ Sage CRM integrations with Sage 100 (MAS90/200), Sage 500 (MAS 500) and Sage 300 (Accpac) now integrates Sage’s Premier ERP – Sage X3 with Sage CRM so you can continue being a part of the Sage Family. Sage also provides the option to integrate Sage CRM… Read More »
Hello everyone!! As you know, we have been writing blogs on Sage CRM and 300 ERP integration features and issues pertaining to it. In this blog topic, we will be discussing an issue which is linked to integrated Quotes and Orders screen. New Stuff: Use Escalation Rules for Birthday and Anniversary wishes Recently, while setting up… Read More »
Hello everyone!! As we all know, Sage CRM comes with a powerful tool which allow system to notify users in form of Escalation emails. The Escalation feature is best utilized in Case management module of CRM wherein on breaching the SLA reminder emails goes out of system. In our recent implementation, we have extended this… Read More »
Promotional Merchandise Industry will have multiple complex scenarios. For example, Amazon is based out of US its Vendors are in France and its customers are in India. So, its purchase and sales transaction will happen in different currencies and requires to be integrated with their financial systems with in ERP. Whereas, company itself works in… Read More »
This blog is in continuation of my previously written article where I have explained you detailed steps to troubleshoot issues faced within Sage CRM mobile application. You can go through the link added below for your reference. Today I will discuss one more such issue I faced recently due to silly configuration mistake of default… Read More »
Hello Everyone! 🙂 As we all know, Sage CRM is getting enhanced day by day with its advanced level features as well as easy to access facility. And in today’s world when it comes to portability, product which could be accessible through mobile apps is one of the main requisite in demand. Sage CRM has… Read More »
In every Business world, Sales Forecasting is of utmost importance in order to track the growth of the business. Managing the sales forecast in appropriate or say timely basis not only helps to track business growth but also helps in tracking employee’s performance. In below article, I will bring into your notice one of the… Read More »
In Sage CRM, Timings functionality has helped to track the duration of any entity record right from the time it is opened till it gets closed. For a more accurate measurement of duration, this information can be combined with a Business Calendar, which defines standard business days and work times along with Holiday Sets for… Read More »
CRM is not just about B2C these days. It also involves a lot of B2B activities so why should your CRM be restricted to just customers. Our GUMUTM Sage CRM solutions are built on a very flexible model so any enhancements, third party integrations can be done to it easily by us without much hassle and… Read More »
