{"id":345,"date":"2011-07-22T11:16:00","date_gmt":"2011-07-22T11:16:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=345"},"modified":"2023-04-13T05:50:46","modified_gmt":"2023-04-13T05:50:46","slug":"service-crm-for-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/07\/22\/service-crm-for-sage-crm\/","title":{"rendered":"Service CRM for Sage CRM"},"content":{"rendered":"<p>For any business firm, monitoring and optimizing services is an imperative task. Considering the fact that whatever is sold needs to be serviced sometime, today\u2019s business demands need to concentrate not only on the Sales, but also on the after sales services.<\/p>\n<p>Sage CRM has provided Lead, Opportunity, Quotes, and Orders to maintain the Sales process very efficiently. We also have Products entity to manage the inventory data as required and Cases to handle the work orders or Issues. So why not consolidate all these in a under single roof? For the manufacturing industries the key point is to maintain the inventory, assets, agreement, warranty, services provided and service branches data. Based on all these facts we developed a vertical to match the service industry requirement to manage the after sales services through SageCRM.<\/p>\n<p><span style=\"color: #c71d22; font-size: 13pt;\"><strong>Key Features: <\/strong><\/span><strong><span style=\"color: #663300;\"><br \/>\n<\/span><\/strong><\/p>\n<ul>\n<li><strong>Location Management<\/strong><\/li>\n<\/ul>\n<p>Service CRM has ability to administer the Parent (head office) company and Child (branch) relationship.<\/p>\n<p><a href=\"http:\/\/4.bp.blogspot.com\/-3j7_sQcN-s8\/Tilv8DWYERI\/AAAAAAAABlM\/Pf2odQlJ_U4\/s1600\/1.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5632155886485508370\" style=\"display: block; margin: 0px auto 10px; width: 400px; cursor: hand; height: 116px; text-align: center;\" src=\"http:\/\/4.bp.blogspot.com\/-3j7_sQcN-s8\/Tilv8DWYERI\/AAAAAAAABlM\/Pf2odQlJ_U4\/s400\/1.JPG\" alt=\"\" border=\"0\"><\/a><\/p>\n<ul>\n<li><strong>Business Hours and Holiday Set for Company and its Location<\/strong><\/li>\n<\/ul>\n<p>It provides users an ability to create and assign Business hours and Holiday set per Company and Location.<\/p>\n<p><a href=\"http:\/\/2.bp.blogspot.com\/-AcjbNjx8adE\/TilwEYxdAtI\/AAAAAAAABlU\/OB7XfqS0Q0k\/s1600\/2.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5632156029675176658\" style=\"display: block; margin: 0px auto 10px; width: 400px; cursor: hand; height: 161px; text-align: center;\" src=\"http:\/\/2.bp.blogspot.com\/-AcjbNjx8adE\/TilwEYxdAtI\/AAAAAAAABlU\/OB7XfqS0Q0k\/s400\/2.JPG\" alt=\"\" border=\"0\"><\/a><\/p>\n<ul>\n<li><strong>Configuration of Serialized Inventory Items in CRM <\/strong><\/li>\n<\/ul>\n<p>Service CRM allows you to control the serialized inventory using standard CRM Product management.<\/p>\n<p><a href=\"http:\/\/3.bp.blogspot.com\/-lXh3rkL256Y\/TilwNrOpRxI\/AAAAAAAABlc\/a6Rl6KmXlqU\/s1600\/3.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5632156189248276242\" style=\"display: block; margin: 0px auto 10px; width: 400px; cursor: hand; height: 84px; text-align: center;\" src=\"http:\/\/3.bp.blogspot.com\/-lXh3rkL256Y\/TilwNrOpRxI\/AAAAAAAABlc\/a6Rl6KmXlqU\/s400\/3.JPG\" alt=\"\" border=\"0\"><\/a> List out all the serial numbers against that product(asset).<br \/>\n<a href=\"http:\/\/1.bp.blogspot.com\/-iyS2uNMcgVI\/TilwYODRevI\/AAAAAAAABlk\/5BwzhwmPCVg\/s1600\/4.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5632156370394512114\" style=\"display: block; margin: 0px auto 10px; width: 400px; cursor: hand; height: 113px; text-align: center;\" src=\"http:\/\/1.bp.blogspot.com\/-iyS2uNMcgVI\/TilwYODRevI\/AAAAAAAABlk\/5BwzhwmPCVg\/s400\/4.JPG\" alt=\"\" border=\"0\"><\/a><\/p>\n<ul>\n<li><strong>Asset Import<\/strong><\/li>\n<\/ul>\n<p>Facilitate Serialized Inventory (Products and respective serial numbers) import in Sage CRM based on a fixed excel format.<\/p>\n<p><a href=\"http:\/\/4.bp.blogspot.com\/-Wfj6YqUpTMc\/TilwgNAYi4I\/AAAAAAAABls\/VCDr62Xh4Wk\/s1600\/5.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5632156507552910210\" style=\"display: block; margin: 0px auto 10px; width: 400px; cursor: hand; height: 96px; text-align: center;\" src=\"http:\/\/4.bp.blogspot.com\/-Wfj6YqUpTMc\/TilwgNAYi4I\/AAAAAAAABls\/VCDr62Xh4Wk\/s400\/5.JPG\" alt=\"\" border=\"0\"><\/a><\/p>\n<ul>\n<li><strong>Agreement creation at Order\/Opportunity level <\/strong><\/li>\n<\/ul>\n<p>It allows user to create an agreement at order level once the order is confirmed.<\/p>\n<p><a href=\"http:\/\/2.bp.blogspot.com\/-WW1r6YqqbQU\/TilwtPV-i7I\/AAAAAAAABl0\/IxC9EpSAwbA\/s1600\/6.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5632156731518651314\" style=\"display: block; margin: 0px auto 10px; width: 400px; cursor: hand; height: 156px; text-align: center;\" src=\"http:\/\/2.bp.blogspot.com\/-WW1r6YqqbQU\/TilwtPV-i7I\/AAAAAAAABl0\/IxC9EpSAwbA\/s400\/6.JPG\" alt=\"\" border=\"0\"><\/a> Create Agreement button pops up the agreement entry screen with the assets to be added as a part of that agreement. It also keeps track of the agreement expiry and accordingly sends the mail notification to the service branch user.<\/p>\n<p><a href=\"http:\/\/1.bp.blogspot.com\/-2hou2ldxYZs\/TilxCWxE4-I\/AAAAAAAABl8\/ix8cilkrq0Q\/s1600\/7.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5632157094288614370\" style=\"display: block; margin: 0px auto 10px; width: 400px; cursor: hand; height: 190px; text-align: center;\" src=\"http:\/\/1.bp.blogspot.com\/-2hou2ldxYZs\/TilxCWxE4-I\/AAAAAAAABl8\/ix8cilkrq0Q\/s400\/7.JPG\" alt=\"\" border=\"0\"><\/a><\/p>\n<ul>\n<li><strong>Agreement and Assets (Product) listing under Company and its Location <\/strong><\/li>\n<\/ul>\n<p>Once the agreement and assets are linked with Company\/Location, user would be able to get the same at Company\/Location level.<br \/>\nAgreement List: From here user can create new agreement too.<\/p>\n<p><a href=\"https:\/\/2.bp.blogspot.com\/-L--JxypCZSE\/TilxP4E_1kI\/AAAAAAAABmE\/jvtqEmzDsGw\/s400\/8.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5632157326568838722\" style=\"display: block; margin: 0px auto 10px; width: 400px; cursor: hand; height: 180px; text-align: center;\" src=\"http:\/\/2.bp.blogspot.com\/-L--JxypCZSE\/TilxP4E_1kI\/AAAAAAAABmE\/jvtqEmzDsGw\/s400\/8.JPG\" alt=\"\" border=\"0\"><\/a>Asset List:<br \/>\n<a href=\"http:\/\/4.bp.blogspot.com\/-_oL4wO_aG98\/TilxZ82JArI\/AAAAAAAABmM\/0JPP_bXFSa4\/s1600\/9.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5632157499647394482\" style=\"display: block; margin: 0px auto 10px; width: 400px; cursor: hand; height: 113px; text-align: center;\" src=\"http:\/\/4.bp.blogspot.com\/-_oL4wO_aG98\/TilxZ82JArI\/AAAAAAAABmM\/0JPP_bXFSa4\/s400\/9.JPG\" alt=\"\" border=\"0\"><\/a><\/p>\n<ul>\n<li><strong>Configure Service Branches in CRM to assign Technicians <\/strong><\/li>\n<\/ul>\n<p>Well maintained Service Branch data that would be actually providing support\/service to client.<\/p>\n<p><a href=\"http:\/\/2.bp.blogspot.com\/-d01LnpeAkMo\/TilxnY_1AeI\/AAAAAAAABmU\/-ppvnmfSK44\/s1600\/10.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5632157730542518754\" style=\"display: block; margin: 0px auto 10px; width: 400px; cursor: hand; height: 144px; text-align: center;\" src=\"http:\/\/2.bp.blogspot.com\/-d01LnpeAkMo\/TilxnY_1AeI\/AAAAAAAABmU\/-ppvnmfSK44\/s400\/10.JPG\" alt=\"\" border=\"0\"><\/a>Service Branch details:<br \/>\n<a href=\"https:\/\/4.bp.blogspot.com\/-Bhy64Tt5sHc\/Tilx_Zfb8PI\/AAAAAAAABmc\/vKUpb8WTSXQ\/s400\/11.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5632158142991954162\" style=\"display: block; margin: 0px auto 10px; width: 400px; cursor: hand; height: 216px; text-align: center;\" src=\"http:\/\/4.bp.blogspot.com\/-Bhy64Tt5sHc\/Tilx_Zfb8PI\/AAAAAAAABmc\/vKUpb8WTSXQ\/s400\/11.JPG\" alt=\"\" border=\"0\"><\/a>Technicians and Service Branch Users can be Users\/ Resources in Sage CRM.<br \/>\n<a href=\"http:\/\/2.bp.blogspot.com\/-J9uCuLOMZbI\/TilyHbyxTdI\/AAAAAAAABmk\/VYMuGrlKKL8\/s1600\/12.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5632158281048870354\" style=\"display: block; margin: 0px auto 10px; width: 400px; cursor: hand; height: 216px; text-align: center;\" src=\"http:\/\/2.bp.blogspot.com\/-J9uCuLOMZbI\/TilyHbyxTdI\/AAAAAAAABmk\/VYMuGrlKKL8\/s400\/12.JPG\" alt=\"\" border=\"0\"><\/a><\/p>\n<ul>\n<li><strong>Case Management at Agreement and Asset level <\/strong><\/li>\n<\/ul>\n<p>Case in CRM can be linked with and an Asset or an Agreement.<\/p>\n<p><a href=\"http:\/\/3.bp.blogspot.com\/-bURrDr9HXxQ\/TilyVysIKrI\/AAAAAAAABms\/urkFzlZjwUQ\/s1600\/13.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5632158527713192626\" style=\"display: block; margin: 0px auto 10px; width: 400px; cursor: hand; height: 205px; text-align: center;\" src=\"http:\/\/3.bp.blogspot.com\/-bURrDr9HXxQ\/TilyVysIKrI\/AAAAAAAABms\/urkFzlZjwUQ\/s400\/13.JPG\" alt=\"\" border=\"0\"><\/a><\/p>\n<ul>\n<li><strong>Assets Inward\/Outward, Replacement tracking at Case level<\/strong><\/li>\n<\/ul>\n<p>At case level it maintains which asset is in and out or replaced under Repair and Replacement tab.<\/p>\n<p><strong>Repair or Replace Assets \u2013 Inward and Outward <\/strong><\/p>\n<p><a href=\"http:\/\/4.bp.blogspot.com\/-7Y5p-sITsrY\/TilyoqQ6SHI\/AAAAAAAABm0\/JTIEb15ouHw\/s400\/14.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5632158851869067378\" style=\"display: block; margin: 0px auto 10px; width: 400px; cursor: hand; height: 79px; text-align: center;\" src=\"http:\/\/4.bp.blogspot.com\/-7Y5p-sITsrY\/TilyoqQ6SHI\/AAAAAAAABm0\/JTIEb15ouHw\/s400\/14.JPG\" alt=\"\" border=\"0\"><\/a><br \/>\n<a href=\"http:\/\/4.bp.blogspot.com\/-LI9DQT7TBJI\/Tily0KloMDI\/AAAAAAAABm8\/SJHU4B51lF4\/s1600\/15.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5632159049524457522\" style=\"display: block; margin: 0px auto 10px; width: 400px; cursor: hand; height: 98px; text-align: center;\" src=\"http:\/\/4.bp.blogspot.com\/-LI9DQT7TBJI\/Tily0KloMDI\/AAAAAAAABm8\/SJHU4B51lF4\/s400\/15.JPG\" alt=\"\" border=\"0\"><\/a> <strong>Repair or Replace Assets \u2013 Replace <\/strong><\/p>\n<p><a href=\"http:\/\/3.bp.blogspot.com\/-z4itH3Ax6V8\/TilzAAPPzNI\/AAAAAAAABnE\/6zCqjHscKJ8\/s1600\/16.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5632159252904660178\" style=\"display: block; margin: 0px auto 10px; width: 400px; cursor: hand; height: 86px; text-align: center;\" src=\"http:\/\/3.bp.blogspot.com\/-z4itH3Ax6V8\/TilzAAPPzNI\/AAAAAAAABnE\/6zCqjHscKJ8\/s400\/16.JPG\" alt=\"\" border=\"0\"><\/a><br \/>\n<a href=\"http:\/\/1.bp.blogspot.com\/-SWgrCPMeb70\/TilzHgjH5HI\/AAAAAAAABnM\/5fsGmM6ozcQ\/s1600\/17.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5632159381837046898\" style=\"display: block; margin: 0px auto 10px; width: 400px; cursor: hand; height: 98px; text-align: center;\" src=\"http:\/\/1.bp.blogspot.com\/-SWgrCPMeb70\/TilzHgjH5HI\/AAAAAAAABnM\/5fsGmM6ozcQ\/s400\/17.JPG\" alt=\"\" border=\"0\"><\/a><strong>Repair or Replace Assets \u2013 New <\/strong><br \/>\n<a href=\"http:\/\/2.bp.blogspot.com\/-Ox677duuotU\/TilzVp_MEFI\/AAAAAAAABnU\/0qv_cXs5VjM\/s1600\/18.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5632159624888848466\" style=\"display: block; margin: 0px auto 10px; width: 400px; cursor: hand; height: 80px; text-align: center;\" src=\"http:\/\/2.bp.blogspot.com\/-Ox677duuotU\/TilzVp_MEFI\/AAAAAAAABnU\/0qv_cXs5VjM\/s400\/18.JPG\" alt=\"\" border=\"0\"><\/a><br \/>\n<a href=\"http:\/\/1.bp.blogspot.com\/-gQxZ7v6bhks\/TilzV1wWy-I\/AAAAAAAABnc\/wr3OJk_rwBE\/s1600\/19.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" id=\"BLOGGER_PHOTO_ID_5632159628047862754\" style=\"display: block; margin: 0px auto 10px; width: 400px; cursor: hand; height: 101px; text-align: center;\" src=\"http:\/\/1.bp.blogspot.com\/-gQxZ7v6bhks\/TilzV1wWy-I\/AAAAAAAABnc\/wr3OJk_rwBE\/s400\/19.JPG\" alt=\"\" border=\"0\"><\/a><strong>Note: <\/strong>Please click on images to enlarge them.<br \/>\nFor queries and demo you can write us on an email id in below strip.<\/p>\n<p><b>If you find this content useful, please drop us an email at <a title=\"mailto:crm@greytrix.com\" href=\"mailto:crm@greytrix.com\">crm@greytrix.com<\/a>. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":"<p>For any business firm, monitoring and optimizing services is an imperative task. Considering the fact that whatever is sold needs to be serviced sometime, today\u2019s business demands need to concentrate not only on the Sales, but also on the after sales services. Sage CRM has provided Lead, Opportunity, Quotes, and Orders to maintain the Sales\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2011\/07\/22\/service-crm-for-sage-crm\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[331],"tags":[649,720,1815,2030,2031,2273,2274],"class_list":["post-345","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-case","tag-company","tag-product","tag-sage-crm-7-0","tag-sage-crm-7-1","tag-service-crm","tag-services"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Service CRM for Sage CRM - 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\/2011\/07\/22\/service-crm-for-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Service CRM for Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"For any business firm, monitoring and optimizing services is an imperative task. Considering the fact that whatever is sold needs to be serviced sometime, today\u2019s business demands need to concentrate not only on the Sales, but also on the after sales services. 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