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: Migrate ACT! Opportunities to Sage CRM »
Sage CRM is quite flexible to help you manage your customers and business in a better way. We have seen a lot of posts on how the user interface is flexible in helping you manage your business. One such requirement has always been Short Cut keys. In one of our previous posts we had put… Read More: Set Shortcut Key for your Favorite Button in Sage CRM »
Sage CRM can be easily configured to restrict users for certain areas, screens, tabs etc. In one of the forums we have been asked if Dashboard tab can be restricted for certain users. In the past, we have read how to restrict Sage CRM user access to GUMU Dashboard with GUMU Security matrix. Our Other… Read More: With Sage CRM you have “Better Control Over your Customers… »
Sage CRM incorporates vast bunch of features that are appealing in many aspects. One of the fascinating features is the Pipeline view that provides a quick view of the current status of Opportunities, Cases, Leads, etc. based on the respective stages in CRM. This view is available under MY CRM, Team CRM tabs. GUMU Integration:… Read More: Modify Pipeline Legend Order in Sage CRM »
Interactive Dashboard encompasses n number of features that make the life of CRM users very easy by catering information to them in a very presentable and business friendly format. In this blog we will discuss how one can enable the functionality of Sending E-mail, Creating Task and Appointment from Sage CRM Interactive dashboards. CRM Solution… Read More: Interactive Dashboards to help day to day CRM tasks »
In our previous blog, we discussed How to migrate Goldmine Companies into Sage CRM using GUMU™. In continuation with our series GUMU™ CRM Migration services, this blog shall discuss about how to migrate ACT! Companies into Sage CRM using GUMU™ GUMU™ is a wizard type utility that converts ACT! Data into Sage CRM or Sage CRM.com… Read More: How to migrate companies from ACT! to Sage CRM »
Sage CRM can be customized for reducing the data entry task by setting default values in some fields while entering data. There is an option of automating the task of feeding in same data in several records by Setting default values in Sage CRM. GUMU Sage 100 : Creating Order with existing Opportunity in GUMU… Read More: Setting Default Date Time while progressing through Sage CRM Workflow »
Need to Know the “Best Practices for Integrating Third Party Apps with Sage ERP X3″ – Read Below. Data in a list format is easily readable and also more organized and presentable. Data for e.g. staff working on a particular project, or different products used by a particular customer have more than one item to… Read More: Listing multi-select field data in a vertical format »
Few days back we had observed a strange logout in Sage CRM; showing an IP Address mismatch on the screen instead of Sage CRM login screen.After some investigation, it was found that this happens if the IP address of Sage CRM server changes. At our workplace, the IP address of Sage CRM server was changed… Read More: IP Address mismatch in Sage CRM »
Come Meet the Greytrix Team Exhibiting at Sage South Africa Annual Conference Sage Insights 2014 from Thursday 6th – 9th February 2014. Our Sage CRM session on Friday 7th February, 2014 10h45 – 11h25 End to end customer management with Greytrix Service CRM verticals: Service Management, Survey Management and Customer Portals for Sage CRM – With… Read More: Shortcut Keys in Sage CRM »
