{"id":25224,"date":"2021-01-13T05:59:22","date_gmt":"2021-01-13T05:59:22","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=25224"},"modified":"2021-02-25T08:28:17","modified_gmt":"2021-02-25T08:28:17","slug":"sage-crm-cti-framework-is-compatible-with-sage-crm-2020","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2021\/01\/13\/sage-crm-cti-framework-is-compatible-with-sage-crm-2020\/","title":{"rendered":"Sage CRM CTI Framework Is Compatible With Sage CRM 2020"},"content":{"rendered":"\n

In the year 2020, Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). This updated version comes up with additional features and compatibilities. Also, most of the minor bugs related to custom entities are being<\/em> resolved with this updated version. CTI framework will manage the existing Sage CRM environment to allow for a customizable and extensible<\/em> CTI system. That\u2019s the reason many clients and organizations use Sage CRM CTI Framework to manage their calls with clients and business partners.<\/p>\n\n\n\n

New Stuff: <\/em><\/strong> To calculate number of months between two dates<\/a><\/p>\n\n\n\n

Many organizations are upgrading their Sage CRM to the latest version. So Greytrix has also made the Sage CRM CTI framework compatible with the latest Sage CRM 2020. Greytrix Sage CRM CTI is helping users to integrate their business process with a telephone so it helps them to get in touch with clients all time. On one click they can connect with the client.<\/p>\n\n\n\n

The current Greytrix Sage CRM CTI framework includes below additional features,<\/p>\n\n\n\n

1. Compatible with Latest Sage CRM 2020 Version\u2019s.
2. Compatible with Chrome and other browsers.
3. Hyperlinks on all Phone numbers

Below are some key features of Greytrix CTI framework<\/strong><\/p>\n\n\n\n

Inbound \/ Outbound Calls:<\/strong>
Inbound or incoming calls are the calls which are coming from customer to discuss their query or cases. Using the Greytrix CTI framework user can see the detailed information of the incoming call, also the user can answer calls easily from the CTI menu.
Outbound or outgoing calls are the calls that are done by the sales team to new customers, leads regarding follow-ups. Greytrix CTI framework provides a hyperlink on all numbers of companies or persons with help of that users can call any number from Sage CRM in one click.<\/p>\n\n\n\n\"Inbound<\/a>

Inbound & Outbound Calls<\/i><\/center><\/font>\n\n\n\n

CTI Menu:<\/strong>
CTI menu provides a piece of all useful information. \u2018Status and View\u2019 section provides information related to logged in user and their status. \u2018Control\u2019 Section shows CRM and CTI actions like Dial, Hold, Reconnect, etc. \u2018CRM View\u2019 section shows the summary of related record data of inbound or outbound calls.<\/p>\n\n\n\n

\"CTI<\/center><\/a>
CTI Menu<\/center><\/font>\n\n\n\n

Automatic Lead Creation:<\/strong>
CTI framework allows users to create a Lead when an incoming or outgoing call is from unknown contacts or contacts which are not available in the CRM record. On completion of the call, new pop up screen is available which allow users to save call record as Lead.<\/p>\n\n\n\n\"Automatic<\/a>

Automatic Lead Creation<\/center><\/font>\n\n\n\n

Automatic Communication Creation:<\/strong>
CTI framework helps users to create communication after call completion from known users or the persons who are available in CRM. Once call is established and the user clicks and navigates to record which are shown in \u2018CRM View\u2019. Once the call is completed pop-up screen is open with call details in which the user can add more details and saves as Communication against the record.<\/p>\n\n\n\n\"Automatic<\/a>

Automatic Communication Creation<\/center><\/font>\n\n\n\n

This how a CTI Framework helps to manage all the calls and call details with the help of predefined modules in it. Also, any telephony system which is available in the below Qgate compatibility list can be easily configured.
Qgate compability list – https:\/\/www.intellicti.com\/help\/compatibility\/<\/a><\/p>\n\n\n\n

Hope this information helps!<\/p>\n\n\n\n

About Us<\/strong><\/span><\/p>\n\n\n\n

Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

In the year 2020, Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). This updated version comes up with additional features and compatibilities. Also, most of the minor bugs related to custom entities are being resolved with this updated version. CTI framework will manage the existing Sage CRM environment to allow for\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1,50,70,89,210,332],"tags":[4310,4309,846,4308,4307,1733,2060],"class_list":["post-25224","post","type-post","status-publish","format-standard","hentry","category-uncategorized","category-call","category-communication","category-cti","category-lead","category-sage-crm","tag-automatic-communication-creation","tag-automatic-lead-creation","tag-cti-framework","tag-cti-menu","tag-inbound-call","tag-outbound-call","tag-sage-crm-cti-framework"],"yoast_head":"\nSage CRM CTI Framework Is Compatible With Sage CRM 2020 - 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\/2021\/01\/13\/sage-crm-cti-framework-is-compatible-with-sage-crm-2020\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sage CRM CTI Framework Is Compatible With Sage CRM 2020 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In the year 2020, Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). 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