Sage CRM integration with Sage 300 allows a user to view the data from an ERP System in a CRM System. The key features of Integration include below. Bi-directional import/synchronize customers from the two systems. Ability to view order details in the CRM System of the linked customer in CRM. Import/ synchronize items in ERP… Read More »
Sage CRM is very flexible to manage or incorporate different type of scenarios as per the business needs. It has an inbuilt powerful Security mechanism known as “Territories”. By setting territories in Sage CRM, we can restrict one user from accessing records of another user belonging to different territory. Territory field is available on Main… Read More »
One of the most effective features available in the Sage CRM is Calendar and widely used feature as well. Sage CRM’s Calendar tab helps the users to manage communications i.e. appointments and tasks such as taking a follow-up from the customer, sending an email, scheduling a call, etc. We have already written about the new… Read More »
An Email and Communication module is one of the most used features by Sage CRM users to manage and maintain customer relationships. In the latest release of Sage CRM 2022 R1, new features and enhancements have been introduced related to Email Templates. New Stuff: Sage CRM 2022 R1: Change Default Location of Log Files In… Read More »
Sage CRM Logs is a useful feature of finding out root cause of data related issues. Logs folder records Sage CRM System Related Logs, SQL Logs, Tomcat logs etc. In Sage CRM 2022 R1, Sage has enhanced the log functionality to change the default location of Log files. New Stuff: Sage CRM 2022 R1: Insert… Read More »
Sage has announced the latest release of Sage CRM i.e., Sage CRM 2022 R1. The changes in Sage CRM 2022 R1 have been focused on improvements to the experience in Deployment and Administration. As we know every new version of Sage CRM is coming with many new features as well as enhancements that help to… Read More »
Sage announced the latest release of Sage CRM i.e., Sage CRM 2022 R1. Each release has a different focus within the overall roadmap. The changes in Sage CRM 2022 R1 have been focused on improvements to the experience in Deployment and Administration. As we know every new version of Sage CRM is coming with many… Read More »
One of the most widely used features in Sage CRM is Email functionality. Sage CRM’s Email functionality helps in managing both the inbound and outbound communications with ease entirely within CRM. Sage CRM Email allows users to send and receive emails directly in CRM by configuring SMTP and POP details in CRM. Users can then… Read More »
In Sage CRM, workflow automates business processes using a predefined set of business rules and actions. In a business, if two or more teams are working on a project and they have to see the progress of project then this can be defined with the various actions in the workflow. For e.g. Sales team have… Read More »
Triggering Escalation is one of the powerful and useful features within Sage CRM. With the help of Escalations, you can perform numerous actions within Sage CRM application such as displaying on-screen notifications for users, sending emails to customers, setting certain field value, execute SQL statement or run stored procedures, etc. Another feature mostly used in… Read More »
