We talk a lot about implementer’s and testers even sometimes about developers who work on CRM. There have never been much of tips or tricks discussed for Consultants. This made me write something for Presales consultants today! I kept this topic for an open discussion among various CRM experts to gather as much opinions as… Read More »
In our previous posts on Sage CRM reports, we had explained how to, 1) Get impressive reports by adjusting Report Styles in Sage CRM 2) Get impressive PDF Reports by adjusting Report Styles in Sage CRM – Part 2 3) Include your Company Logo in Sage CRM Reports GUMU Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage… 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 Act! to Sage CRM migration , we converts all existing information such as Company, Contacts, Communications, Opportunities, Documents, Pending, History, Users, Custom information… Read More »
In our earlier blogs posts, we had explained how to set field length at run time using JavaScript and jQuery. Following are the links for the same. 1) Set field length at run time in Sage CRM 2) Changing max allowable length of Text field using JQuery New Stuff: Using Primary Key Column of an… Read More »
Sage CRM can be customized to display animated spinner and progress bar. A loading animation is an important signal to the user that the application is still doing something and the user should wait for the action to complete. This is even more important when you are updating bulk data and the system is taking… Read More »
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 »
In our earlier post, we had explained how to display Fusion charts using COM API and .NET API and add drill-down to the Fusion charts. In this blog post, we will be explaining how to add fusion charts to Sage CRM Interactive Dashboards. New Stuff: Profile Pictures for users on Sage CRM Dot Com Consider… Read More »
Sage CRM customizations allow you to expand the application so as to include extra information to help you manage customers efficiently. Some of the customizations help you in managing Service Calls, Customer Service, Supporting Tickets and so on. New Stuff: Sage CRM builder – Future of Sage CRM Cloud In this blog post, we will see… Read More »
Social media enables us to build stronger relationships with customers. This allows us to gain more information about our customers and their business needs. Sage CRM 7.2 has various social media integration features. LinkedIn is one of the social media which is not completely integrated yet. Though some features are added. Below are some of… Read More »
In today’s world information exchange has become immensely easy with the help of World Wide Web. At the same time companies are also thinking of saving costs on server maintenance through Cloud Computing. Sage has helped this trend by making fully functional Sage CRM available on cloud through www.sagecrm.com. Anyone who follows the standard processes… Read More »
