In Cloud Sage CRM 2014 R2, ‘upload documents’ and ‘mail merge’ functionalities are available in core entities such as Company, People and Opportunity. However, Leads entity does not have Documents tab which is a useful feature for Sales and Marketing People. Lots of customers do a lot of customizations for this feature whereas this feature… Read More: Adding Documents Tab to Leads in Sage CRM 2014 R2 »
Yes, you heard it right!!! Now, with the upcoming version Sage CRM 7.3v sage will be coming up with de-duplication feature at Lead level which was earlier restricted to Company and Person entities only. New Stuff: Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration In our recent experiences across the retail businesses we… Read More: Lead De-duplication nice to have feature in Sage CRM 7.3 »
Documents are integral part for any business. During any business process lots of documents are being shared between the parties. These documents may be the physical documents or electronic documents. As technology is evolving, electronic documents are mostly preferred as they are easy to store, manage and can be accessed anywhere any time. New Stuff:… Read More: Document Management against Lead Entity »
As per the basic principal of sales we try and convert all the Leads to Opportunities. The basic agenda of the system is the faster processing hence the most important thing is data must be populated automatically wherever required. When Lead is converted to an Opportunity, the relevant details entered at Lead level must be… Read More: Lead to Opportunity Fields Mapping »
Sage CRM has provided an advance functionality of “Workflow” to configure the life line of an opportunity, lead or cases as per your business rule. As a part of workflow you can set stage and status of an opportunity or a case throughout its lifetime. The workflows can be created or edited by following the… Read More: Progress Externally Imported leads in Customized Workflow »
Though CRM systems are capable of maintaining and managing Business related data thoroughly over the web, most of the business structures still won’t allow the data entries to be done in actual working environment. For such prospects, even if Sage CRM holds the greater importance from business perspective, the web architecture of CRM can’t be… Read More: Data Import Routines »
Most of the developers might be aware of this but for new guys it may helpful.While creating a new Lead; we have a screen to enter Person details where we can fill Person Name, E-mail and Phone Number etc. You might have observed that when you click on Create or Attach Person button; values entered… Read More: Lead to Person Field Data Merge – For SageCRM Developers »
If you find this useful, Please drop us a mail on crm@greytrix.com. Have you ever been imagine displaying a notification related to number of Cases created against a person? Solution: If you are looking: 1. To identify how many cases registered against a person on the Person’s summary tab 2. Or willing to show count… Read More: Display Image to notify number of Cases/Opportunities/Leads against Person/Company »
You know that the CRM has provided the standard button on Lead Summary Screen to convert any lead to opportunity. Suppose you want to quickly create an opportunity from Lead using the lead details and you want to include this action in workflow. Well,that is quite feasible with some out of box customization that we… Read More: Convert Lead To Opportunity through the workflow »
Do you have a list of Leads which you want to Import in SageCRM and also want to assign them to Various Users from CRM belonging to different Territories? In Standard SageCRM, we can import Leads and assign them to either single Territory or Single Team. Now, using the functionality which we have designed; we… Read More: Lead Import – Assign Leads to Various Users from Various… »
