In our last post, we saw how you can attach Download links to the Knowledge Base to enhance Customer experience. In this post we will see how your resources as well as your Clients can save time owing to the ‘Case Suggestions’ feature provided by CRM Self Service. For this feature to work optimally, the Admin… Read More »
Answering Client queries can be a very complex thing to do. It might involve various images, executable files, patches, add-ons, up-gradations and so on along with the help of written text to be able to solve a client query effectively. Having been in the Client servicing industry for over a decade now, we understand this… Read More »
The knowledge base is the crux of CRM Self Service Portal. It is designed in such a way so as to save time of both the End-Users as well as our Clients. An alert and proactive Admin is the key to a well maintained and effective Knowledge Base. It should be the Admin’s prerogative to… Read More »
In practical world, one size doesn’t fit all and we understand the need of organizations to customize. To give our Clients the freedom of customization, we have provided them with an ‘Add Custom Page’ field that allows the Clients to add ‘Custom Pages’ to the portal. This particular field can be found in the drop… Read More »
To assist the end users of our Clients, we have provided the facility of downloadable files on CRM Self Service Portal. The download section supports various file types giving you the leverage to use different file varieties in the section. We also provide you with the facility of linking knowledge base sections with related downloadable… Read More »
A Self Service Portal wouldn’t be as powerful if it didn’t come with CRM integration. Keeping in mind an organization’s need to have the Self Service Portal synced with their CRM system, we have set out to integrate CRM Self Service Portal with all the major CRMs that are globally used. Currently, CRM Self Service… Read More »
Sage ERP X3 Conference #SageSC is about to begin in a month’s time (Take a Sneak – Peek). We are already excited and all geared up to be showcasing our Sage ERP X3 offerings at the event. Don’t miss this, a lot of new and exciting announcements pertaining to Sage ERP X3 are expected this… Read More »
Greytrix addresses the complexity caused by siloed business systems with its powerful integration engine – GUMU™. The framework facilitates rapid data movement between ERP and CRM business systems. GUMU™ framework connects any internal or external IT systems either using built-in API’s or by developing new plugins to establish a link between the application and the… Read More »
In our earlier post, we explained how to identify the Sage CRM versions and patches installed. Here is the link for your reference. Identify Sage CRM version and its patches New Stuff: Validate Email Addresses using Sage CRM Client Side API In this blog, we will explain you how to identify the Sage CRM Cloud version.… Read More »
Recently one of our customers came up with a requirement to display the Company Entity data into an Opportunity Entity in SageCRM.com. It is little bit tricky to display data in an Opportunity entity as one can use only Client Side Script to perform any operations in SageCRM.com. New Stuff: Validate Email Addresses using Sage CRM… Read More »
