Tag Archives: opportunity

Opportunity Funnel in Sage CRM 2014 R2

For any sales person, it’s always convenient that there should be something which will let him know how much potential business he has in his bucket. Along with many more enhancements, Sage CRM 2014 R2 provides an Opportunity Funnel which has an interactive feature which lets the sales person know about possible opportunities for business.… Read More »

Using Primary Key Column of an Entity to Search

Sage CRM Search screens allow Users to search data by any criteria or a combination of criteria on the Search screen. In this blog post, we will explain you how to add a Primary Key of a column of any entity to entity search screen. New Stuff: View Fusion Charts on Sage CRM Interactive Dashboards… Read More »

Favorite data on your fingertips – Sage CRM 2014 R2

Sage has introduced Sage CRM 2014 R2 on Cloud and my team is extremely happy to see so many user experience enhancements. Few days back we had posted an article on how beautifully the newly added feature “Sage CRM Builder” works. GUMU Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage 500 | Sage 300 Related Post: Sage CRM builder… Read More »

Migrate ACT! Opportunities to Sage CRM

GUMU™ for Sage CRM is wizard type utility that converts ACT! data into Sage CRM  or SageCRM.com. GUMU™ converts all existing information such as Company, Contacts, Communications, Opportunities, Documents, Pending, History, Users, Custom information stored in user defined locations, notes, e-mails residing in ACT! in Sage CRM/Sage CRM.com. In our previous blogs we discussed how ACT!… Read More »

Historical Reports – Opportunity Closing History

Using inbuilt Reports module, it becomes easier for SageCRM administrator to build the reports in List, chart or Cross Tab formats. However when it comes to viewing summary data in historical format, it was not possible through standard report types available. There is one more report type available for this purpose named “Historical” which helps… Read More »

Creating Order with existing Opportunity in GUMU Integration

Opportunity tracks leads from first contact to final closure, so that time and resources are ensured to be directed towards the most winnable deals. An opportunity is any potential sale, from a Lead to a Closed Sale. Opportunity Management also ensures the following: Leads are handled by the most qualified sales representatives Automate follow-up activities… Read More »

Lead to Opportunity Fields Mapping

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 »

Sales Funnel on Dashboard Sage CRM 7.2

Summary of sales on Dashboards makes it very useful for Sales managers to analyze their sales pipeline. Sales funnel is one of the ways of tracking bottom line and top line forecast to efficiently handle day to day sales activities. Considering this there are two more chart types defined in Sage CRM 7.2 under Reporting section… Read More »

Copying Opportunity and Quotes

We all know the standard functionality of Quote Cloning of Sage CRM in which quote gets copied within same opportunity. However there are some limitations here. In standard functionality we cannot copy quotes across companies. Recently, we came across a requirement from one of our client whose requirement was to Copy Existing Quote from Source… Read More »