Tag Archives: Sage CRM Integration

How to integrate Sage CRM and Sage 300 ERP

By far we all are aware with the important business functionalities provided by Sage CRM in the fields of Marketing, Sales, and Service. But along with this, Sage CRM is also flexible to integrate with other ERP’s like Sage 300, Sage 100 or any other third party application. Sage CRM integrated with Sage 300 ERP… Read More »

GUMU™ for Sage CRM – Sage 50(US) Integration Features

GUMU™ for Sage CRM.com – Sage 50 (US) integration link is an external bi-directional sync utility which sync data from Sage CRM.com to Sage 50 (US) and vice versa. In this blog, we will go through the procedure to follow after configuration of Sage CRM and Sage 50. New Stuff: GUMU™ for Sage CRM – Sage 50… Read More »

Importance of CRM ERP integration

Traditionally, the ERP system automates the management of purchasing, distribution, Planning, Manufacturing, account receivable, payable and Product-inventory data. CRM systems are customer facing and manage sales, customer service, and lead generation. Because of the different areas that these respective systems handle, they are designed differently and are often incompatible. What if we integrate both CRM… Read More »

Key benefits of ERP and CRM Integration

Traditionally, the ERP system automates the management of purchasing, distribution, Planning, Manufacturing, Account Receivable, Payable and Product-Inventory data. CRM systems are customer facing and manage sales, customer service, and lead generation. Because of the different areas that these respective systems handle, they are designed differently and are often incompatible. What if we integrate both CRM… Read More »

GUMU™ for Sage CRM – Sage ERP X3 Integration – Edit orders

Our GUMU™ Integration has a user friendly interface with Real time and bi-directional link that integrates your front and back office with your existing ERP and CRM applications. In GUMU™ for Sage CRM – Sage ERP X3 integration,  we have recently introduced a new feature which allows  CRM user to edit promoted open orders  from… Read More »

Save time with Case Suggestions on Customer Portal

In our last post, we saw how you can attach Download links to the Knowledge Base to enhance Customer experience. In this post we will see how your resources as well as your Clients can save time owing to the ‘Case Suggestions’ feature provided by CRM Self Service. For this feature to work optimally, the Admin… Read More »

Boost Knowledge Base with Download links in Customer Portal

Answering Client queries can be a very complex thing to do. It might involve various images, executable files, patches, add-ons, up-gradations and so on along with the help of written text to be able to solve a client query effectively. Having been in the Client servicing industry for over a decade now, we understand this… Read More »

Managing Knowledge Base in the Self Service Portal

The knowledge base is the crux of CRM Self Service Portal. It is designed in such a way so as to save time of both the End-Users as well as our Clients. An alert and proactive Admin is the key to a well maintained and effective Knowledge Base. It should be the Admin’s prerogative to… Read More »

Adding Custom Pages to CRM Self Service Portal

In practical world, one size doesn’t fit all and we understand the need of organizations to customize. To give our Clients the freedom of customization, we have provided them with an ‘Add Custom Page’ field that allows the Clients to add ‘Custom Pages’ to the portal. This particular field can be found in the drop… Read More »

File Downloads in Self Service Portal

To assist the end users of our Clients, we have provided the facility of downloadable files on CRM Self Service Portal. The download section supports various file types giving you the leverage to use different file varieties in the section. We also provide you with the facility of linking knowledge base sections with related downloadable… Read More »