Traditionally, the ERP system automates the management of purchasing, distribution, Planning, Manufacturing, account receivable, payable and Product-inventory data. CRM systems are customer facing and manage sales, customer service, and lead generation. Because of the different areas that these respective systems handle, they are designed differently and are often incompatible. What if we integrate both CRM… Read More »
Nowadays, Subscription business model is growing very rapidly in various industries and it is such a business model where customer pay money for a particular product/service for the particular time of period. The major benefit which will be extracted from this business is it is a recurring model where customer’s subscription will be renewed on… Read More »
Here with this blog, I would like to explain you how Shipment and Invoice process can be integrated in Sage CRM using Sage 300 ERP Web Service. As we know Sage CRM can be seamlessly integrated with Sage 300 ERP which allow users to check the actual Inventory and pricing before sending a quotation to… Read More »
Hi folks! You all must be familiar with the following entities in CRM ”Email”, “Email Link”, “Person” ,“Person Link” ,”phone” and “Phone Link“ table .These are the tables where person’s and company’s communicated related details are saved. But when you want to check one of these details in database for the related company or person… Read More »
Reporting is the most essential part of any organization which improves business intelligence, decision making and knowledge management. When it comes to reporting mechanism of Sage CRM, I will say it is one of the best reporting tool. The latest version 7.3 of Sage CRM has bring lot of new dashboards and inbuilt reports which… Read More »
Sage CRM is getting flexible in such a way that we can customize the same as per our business needs. The whole credit goes to .Net SDK of Sage CRM which is allowing developers to build Sage ERP related functionality in CRM. In today’s blog I will explain you a feature that we have designed… Read More »
As technology is evolving with new features every day the expectations of the users are also increasing rapidly. And, when it comes to business software one like Sage CRM; users also expect it to match up with latest technology. Nowadays, users are keen to store every information in Sage CRM to be readily available as… Read More »
This blog is in continuation of previously written blog where I have explained how to capture target audience from website and convert it into Lead in CRM. You can refer the detailed explanation in the post mentioned below. Related Post: Capture your target audience effectively I had explored the basic lead information which CRM enables… Read More »
Sage Summit (#SageSummit) – The most awaited Sage event of the year is scheduled to begin on July 27, 2015 at the beautiful city of New Orleans, LA. With thousands of guests attending each year, this is an event that needs no introduction in the Sage community. Small and Medium Enterprises from across the world,… Read More »
No matter what business you are into, you will be doing sales and essentials of a comprehensive sales process are products, price list, configurable product quote along with their own business logics and processes. Traditionally business have been working in an unstructured manner. Financial and sales analysis was done using MS excel and preparing reports… Read More »
