{"id":14333,"date":"2017-05-17T11:49:28","date_gmt":"2017-05-17T11:49:28","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=14333"},"modified":"2018-09-26T09:56:29","modified_gmt":"2018-09-26T09:56:29","slug":"gumu-integration-is-compatible-with-new-sage-x3-v11-along-with-sage-crm-2017-r1","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/05\/17\/gumu-integration-is-compatible-with-new-sage-x3-v11-along-with-sage-crm-2017-r1\/","title":{"rendered":"Sage CRM 2017 R1: Reimagine how you use CRM in your Business"},"content":{"rendered":"<p style=\"text-align: justify;\">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 meaningful data and acted upon to develop and improve customer relationships. Sage CRM \u2013 an industry leader, offers end to end visibility of business processes and a single console view of your customers thereby accelerating sales, business productivity with targeted marketing.<\/p>\n<p style=\"text-align: justify;\"><em><a href=\"http:\/\/www.greytrix.com\/\"><strong>Greytrix<\/strong><\/a>, a Sage Gold Development Partner for Sage ERP and Sage CRM needs is now recognized as a Rockstar Certified ISV Partner for <strong><a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">GUMU&#x2122; Sage CRM \u2013 Sage Enterprise Management integration<\/a>.<\/strong><\/em><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/05\/Sage-CRM-R1.jpg\" target=\"_blank\" rel=\"noopener\"><img fetchpriority=\"high\" decoding=\"async\" class=\"wp-image-20483 size-full aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/05\/Sage-CRM-R1.jpg\" alt=\"sage crm 2017 r1\" width=\"744\" height=\"399\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/05\/Sage-CRM-R1.jpg 744w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/05\/Sage-CRM-R1-300x161.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/05\/Sage-CRM-R1-660x354.jpg 660w\" sizes=\"(max-width: 744px) 100vw, 744px\" \/><\/a><span style=\"color: #c71d22; font-size: 13pt;\"><strong>What\u2019s new in Sage CRM 2017 R1?<\/strong><\/span><\/p>\n<p style=\"text-align: justify;\">When the number of your customer records, quotes, orders, and interactions increases day by day it becomes difficult to track the required information. Extending the core functionalities of a customer-centric view and ensuring faster response time, Sage has infused new features in the latest Sage CRM 2017 release. Sage CRM integrated to your Sage accounting system offers extra features to improve sales, marketing and service. The key highlights of Sage CRM 2017 R1 include <strong>Enhanced Calendar<\/strong> and <strong>Optimized Navigation and Search<\/strong> Features.<\/p>\n<p><span style=\"color: #000000;\"><strong><em>New Stuff:\u00a0<\/em><\/strong><\/span><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/04\/28\/shortcut-link-on-company-find-screen-to-create-opportunity-communication-and-cases-against-particular-company\/\">Shortcut link on Company Find screen to create Opportunity, Communication and Cases against particular Company<\/a><\/p>\n<p><span style=\"color: #c71d22; font-size: 13pt;\"><strong>New Features and Updates of Sage CRM 2017 R1<\/strong><\/span><\/p>\n<ol>\n<li style=\"text-align: justify;\"><strong>Updated top bar &#8211;<\/strong>The top bar now includes a Favorites list, Notifications list, Recent List and an Account option that is displayed on the top right corner of your Sage CRM dashboard. This can be used for accessing your favorite records, active notifications and recently viewed records.<\/li>\n<\/ol>\n<div id=\"attachment_14417\" style=\"width: 605px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/05\/Sage-CRM-2017-R1.jpg\"><img decoding=\"async\" aria-describedby=\"caption-attachment-14417\" class=\"wp-image-14417 size-large\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/05\/Sage-CRM-2017-R1-1024x118.jpg\" alt=\"Sage CRM 2017 R1\" width=\"595\" height=\"69\" \/><\/a><p id=\"caption-attachment-14417\" class=\"wp-caption-text\">Updated top bar<\/p><\/div>\n<ul>\n<li style=\"text-align: justify;\"><strong>New Quick Find &#8211;\u00a0<\/strong>The new search functionality offers quick and easy access to customer information. To perform a search across all entities including standard and custom entity records at once, enter key terms in \u2018Search\u2019 on the top bar.<\/li>\n<li style=\"text-align: justify;\"><strong>Improved Notifications \u2013<\/strong> Easily view your important tasks, appointments, workflows and system alert with the latest update to the notifications feature. Simply click on the icon to display all the notifications.<\/li>\n<li style=\"text-align: justify;\"><strong>Enhanced Recent List <\/strong>\u2013 With the Recent List feature in Sage CRM 2017 R1, you can easily expand and collapse the recently viewed records and access them easily.<\/li>\n<li style=\"text-align: justify;\"><strong>New Favourites Feature <\/strong>\u2013 The latest display update of Favourites feature in Sage CRM 2017 R1 allows you quickly view the information that is important to you. Click the new icon to view a list of your favorite items.<\/li>\n<\/ul>\n<div id=\"attachment_14418\" style=\"width: 605px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/05\/New-Quick-Find-Sage-CRM-2017-R1.jpg\"><img decoding=\"async\" aria-describedby=\"caption-attachment-14418\" class=\"wp-image-14418 size-large\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/05\/New-Quick-Find-Sage-CRM-2017-R1-1024x422.jpg\" alt=\"New Quick Find Sage CRM 2017 R1\" width=\"595\" height=\"245\" \/><\/a><p id=\"caption-attachment-14418\" class=\"wp-caption-text\">New Quick Find<\/p><\/div>\n<p><strong><em><span style=\"color: #000000;\">New Stuff<\/span>: <\/em><\/strong><a href=\"http:\/\/www.greytrix.com\/blogs\/sagex3\/2017\/05\/17\/sage-x3-version-11-whats-in-it-for-your-business\/\"><strong><em>Sage X3 Version 11 \u2013 What\u2019s in it for your business?<\/em><\/strong><\/a><\/p>\n<ol start=\"2\">\n<li style=\"text-align: justify;\"><strong>Enhanced Calendar <\/strong>&#8211;\u00a0In the latest release of Sage CRM 2017 R1, the updated calendar is an intuitive design with a modern look making it easier to manage your day to day meetings and appointments. Please note that year view and month view are not available in the new calendar.<\/li>\n<\/ol>\n<ul>\n<li>Allows you to select the user or team whose calendar you want to view.<\/li>\n<li>Allow you to move between days or weeks in the calendar. The way navigation buttons work depends on the selected calendar view.<\/li>\n<li>Allow you to switch between the calendar views. (Day\/Week\/Task)<\/li>\n<li>Displays appointments, tasks, or both, depending on the selected calendar view and configured filter settings. The red line indicates the current time of day.<\/li>\n<li>Allows you to switch between\n<ul>\n<li>Full day &#8211; Displays appointments scheduled for all 24 hours of the selected day or week.<\/li>\n<li>Business hours \u2013 Displays appointments scheduled for the business hours of the selected day or week.<\/li>\n<\/ul>\n<\/li>\n<li>Opens the calendar help.<\/li>\n<\/ul>\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/05\/new-calendar-Sage-CRM-2017-R1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-14419\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/05\/new-calendar-Sage-CRM-2017-R1.jpg\" alt=\"new calendar Sage CRM 2017 R1\" width=\"623\" height=\"519\" \/><\/a><\/p>\n<ol start=\"3\">\n<li style=\"text-align: justify;\"><strong>Web-based help &#8211;<\/strong>\u00a0Help files were removed from the Sage CRM installation package to reduce its size. Now when a user clicks the Help button within the product, Sage CRM displays help files hosted on dedicated web servers. To access these help files, client computers must have access to the Internet. You can change this default behavior by installing help files locally on your Sage CRM server.<\/li>\n<li style=\"text-align: justify;\"><strong>Secure email connection \u2013<\/strong>\u00a0In Sage CRM 2017 R1, you can configure Sage CRM to use Transport Layer Security (TLS) and establish a secure connection to a mail server. This lets you use Sage CRM with public mail services that require a secure connection such as Exchange Online, hosted Exchange, and Gmail.<\/li>\n<li style=\"text-align: justify;\"><strong>Contemporary theme &#8211;<\/strong>\u00a0The Contemporary theme is the only theme available on a new installation of Sage CRM 2017 R1. When you upgrade Sage CRM to 2017 R1, all themes that existed in the previous version of the product remain available in Sage CRM 2017 R1. Customizations to the Contemporary theme or newly created themes are not supported.<\/li>\n<\/ol>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3<\/a>),\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-crm-integration\">Sage Intacct<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">Sage 100<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-500-erp-integration\">Sage 500<\/a>\u00a0and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\">Sage 300<\/a>).We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage ERP<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\">Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from <a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/business-manager\">Greytrix Business Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-project-manager\">Sage CRM Project Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-resource-planner\">Sage CRM Resource Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-contract-manager\">Sage CRM Contract Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-event-manager\">Sage CRM Event Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-budget-planner\">Sage CRM Budget Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/gmail-integration-for-sage-crm\">Gmail Integration<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-mobile-service-signature\">Sage CRM Mobile Service Signature<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-cti-framework\">Sage CRM CTI Framework<\/a>.<\/p>\n<p>Greytrix is a recognized <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a> for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on <a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>.<\/p>\n<p>For more information on our integration solutions, please contact us at\u00a0<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/05\/17\/gumu-integration-is-compatible-with-new-sage-x3-v11-along-with-sage-crm-2017-r1\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[192,332],"tags":[805,889,1271,1304,1665,2010,2023,2015,2175,2506,2594],"class_list":["post-14333","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm","tag-crm-for-business","tag-customer-relationship-management","tag-gumu-sage-x3","tag-gumu-sage-crm-sage-x3-integration","tag-new-features-sage-crm-2017-r1","tag-sage-crm","tag-sage-crm-2017-r1","tag-sage-crm-sage-x3-integration","tag-sage-x3-v11","tag-updates-of-sage-crm-2017-r1","tag-whats-new-sage-crm-2017-r1"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage CRM 2017 R1: Reimagine how you use CRM in your Business - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/05\/17\/gumu-integration-is-compatible-with-new-sage-x3-v11-along-with-sage-crm-2017-r1\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage CRM 2017 R1: Reimagine how you use CRM in your Business - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Customer Relationship Management (CRM) is amongst the most valuable systems that businesses can implement. 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