Greytrix at Sage CRM Bootcamp 2015 Ireland – Lets grow together

After a wonderful Sage Insights 2015 at South Africa the Greytrix team now visits the Sage CRM Bootcamp starting February 16, 2015 at Ireland. It’s a must attend place where internal Sage CRM staff  and Sage Partners like us meet each other and their peers, and share knowledge, experiences and expertise on a global platform.… Read More »

Default Escalations in CRM 7.3

When we do any business, Escalations are important. The word escalation means “To pass (a transaction or case) on to a higher level in an organizational hierarchy”.  Escalations enable you to ensure on time response to customer for everything. Till the version 7.1 Sage CRM had provided some escalation actions to handle default assignments, communication reminders etc. New Stuff: Dot Net Admin and DLL Security Levels Sage CRM… Read More »

Import Products in Sage CRM from Sage 500 ERP using GUMU integration link

GUMU for Sage CRM – Sage 500 integration is a bi-directional, real time integration link. Using this integration link, Sales people can create Sales orders in Sage CRM with Sage 500 products and promote them to Sage 500 later. New Stuff: GUMU Sage CRM version 7.3 integration with Sage 100 ERP now available In this blog… Read More »

Troubleshooting MailChimp integration issue with Sage CRM 7.3

Hereby I am explaining troubleshooting steps of an issue occurred during the integration process. Despite my email Id was correct; still was facing the issue highlighted below:   New Stuff:  Sage CRM 7.3 – Introduction of New Opportunity Workflow You will find there is a new log file created to capture MailChimp related transactions in… Read More »

Sage CRM 7.3 – Introduction of New Opportunity Workflow

With the latest release of Sage CRM 7.3, Sage has introduced a new and quicker way of creating Opportunities in Sage CRM through Quick Sale Workflow. The Quick Sale workflow has limited and fewer stages than the standard workflow. This new workflow would be beneficial in an organization where product selling lifecycle need not to… Read More »