We all are much familiar with Quote mechanism provided by SAGE CRM. We can manage quotes for an opportunity and also further can convert it to order for our customers. This functionality allows us to add Line Items or Products against it. In this blog, I will explain how we can delete line item record… Read More »
Customer Relationship Management (CRM) is amongst the most valuable systems that businesses can implement. Enterprises have realized that fastest way to increase sales and profits is by investing in CRM and using it to put the customer at the heart of their business. A CRM brings together the customer information that can be translated into… Read More »
While creating a project plan, you will begin with mapping out various tasks, dependencies, Resources. While doing that, you need to remember about a very important component of any project plan: Milestones. First you need to understand the difference between Task and Milestone. Task: A Task is an activity that team needs to accomplish in a defined… Read More »
We are continuing our blog series on our CRM migration services. In our previous blog, we discuss about: New Stuff: Migrate Saleforce Task to Sage CRM Communication Here, we are going to see the how Salesforce Case is migrated in Case of Sage CRM. In Below images, we have shown Salesforce Case Details and its… Read More »
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 »
In our last blog, we have gone through how we can install SData option in Sage 100. Today in this blog we will discuss how we can configure and provide permissions which are required for Sage 100 user so that we can use it in Sage CRM. New Stuff: Switch between Opportunity and Order/Quotes in Sage CRM By… Read More »
Our GUMU for Sage CRM – Sage Pro is a real time integration link just like our other integration products GUMU Sage CRM – Sage 100, GUMU Sage CRM – MAS 500, etc. This new integration now also supports multiple browsers. New Stuff: GUMU Sage CRM side configuration for Sage 100 ERP Integration Now GUMU™ for Sage… Read More »
Today we are continuing our blog series on GUMU Migration services. All the firms keep track of all its activities. In this blog, we shall discuss about migrating Task from Salesforce to Communication of Sage CRM. In our previous blog, we discuss about: New Stuff : Migrating AR payment from Sage 50 to sage 100 GUMU™… Read More »
Hello All! In previous blogs, we had seen that how we can make our SAGE CRM screens and grids more visually effective by applying JAVASCRIPT, JQuery, HTML, etc. like by highlighting checkboxes, underlining to column header, printing amount in words, and others. Here, we will see how we can align field data to Right Hand… Read More »
We are continuing our blog series on our CRM migration services. In our previous blog, we discuss about: New Stuff: Migrating Communications from Salesforce to Sage CRM Here, we are going to see the how Salesforce Account Entity is migrated in Company Entity of Sage CRM. In Below images, we have shown a Salesforce Account… Read More »
