Tag Archives: Changes

Sage CRM 2021 R2 – Changes in Mail Merge Functionality

Quotes are very integral part of any Sales process. Quotes are submitted to the customer as per the product they are buying. As sales progresses one may submit multiple quotes to the customer. Sage CRM helps an organization to maintain track of quotes against each opportunity till the quote is converted to Orders. Sage CRM… Read More »

Real time changes from Sage CRM to Sage Pro and vice versa

Our GUMU for Sage CRM – Sage Pro is a real time integration link.  Today in this blog, we will discuss how real time changes from Sage Pro to Sage CRM and vice versa works. Below are the List of Real Time processes. 1. Creating/updating Customer records from  Sage Pro to Sage Pro CRM  and vice versa… Read More »