Sage CRM Dashboard gives a 360-degree view of the data. Sage CRM Users can view data, Report Charts, and can drill down the particular records from Dashboard itself. Dashboards are easy to manage, edit or customize as per your need. Sage CRM has amazing features to create different types of dashboards as per requirements. New… Read More: Sage CRM Dashboard to Show Leads Generated by Source »
Sage CRM is very flexible to manage or incorporate different type of scenarios as per the business needs. It has an inbuilt powerful Security mechanism known as “Territories”. By setting territories in Sage CRM, we can restrict one user from accessing records of another user belonging to different territory. Territory field is available on Main… Read More: Sage CRM 2022 R1 UX improvements – Update territory in… »
Sage CRM has allowed to capture and handle the management of the enquiries from the prospect in a very efficient way. Along with this, the ability to collect these enquiries is also available from and within Sage CRM with the help of web forms creation. The enquiries created through these Web forms or web portal… Read More: Sage CRM 2021 R2: UX improvements – Ability to have… »
A business needs to send Marketing emails to client to grow their commercial. Some of them need to store the consent received from client whether they are interested in receiving such marketing emails or not. Need of storing consent is required based on the privacy laws of your region. With the release of Sage CRM… Read More: Modify Consent Response URL in Sage CRM »
Sage CRM’s communications module has helped to manage all the business activities from and within CRM. The flexibility of integrating CRM with Outlook, Exchange server, Office 365, Classic Outlook etc. has increased the beauty of handling communication activities along with the customer management within a single system. People working with CRM can easily manage their… Read More: Detect Duplicate Emails in Sage CRM »
As we know every new version of Sage CRM is coming with many features which makes our business process trouble free. In Sage CRM we can add multiple records for all entities in which contact information of customer is added. Lead entity is mostly use to add new leads records, which is very important for… Read More: Avoid Duplicate Record Creation in Sage CRM Version 2020R1 »
We help in migrating data from a number of Source CRM (i.e. Act!, Goldmine, SLX , Salesforce.com, Maximizer etc.) to SageCRM / SageCRM.com as a target databases at our migration center. In Salesforce.com to Sage CRM migration, we converts all existing information such as Account, Contact, Opportunities, Cases, Leads, Notes, Users, Tasks, Events and Attachments… Read More: Migrate Lead from Salesforce to Sage CRM »
We may want to have Leads that has not been attended for 6 months, to be automatically marked as ‘Closed‘. The easiest way to do this, is to schedule a Job in SQL. New Stuff: Add Calendar Gadget in an Interactive Dashboard in Sage CRM One can easily check leads which are 6 months older in… Read More: Automatic Closure of Dormant Leads »
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: Capture your target audience in user-friendly manner »
With the latest release of Sage CRM 7.3, Sage has introduced many valuable features which has proved very beneficial for every business sector. However, while working on Sage CRM 7.3 version we encountered an issue during lead to opportunity conversion process. New Stuff: Wrapper error in Sage CRM – Part 2 As we all are aware… Read More: Unexpected event on converting Lead to Opportunity in Sage CRM… »
