Sage CRM – Tips, Tricks and Components
What good is capturing and organizing all that customer data in, if you can’t find the right information when you need it? Sage CRM is one such application that helps in capturing, organizing as well as searching the information with ease. Every business user that works with CRM wants quick results while searching for data… Read More »
A Sage CRM entity represents a real-world entity such as a Company, Person or Sales Opportunity. These entities help to store in the information useful in managing the Customer Relationship. Sage CRM structure is designed in such a way that these entities have in-built relationship with other entities that in turn helps with the linked… Read More »
Lately, Sage CRM has come up with various options that would help in searching and accessing the records with an ease. Entity specific search screens, Quick find, Recent List and Favourites are some of the options which helps the Users to access the records within a quick span of time. Moreover, the Favourites and Recent… Read More »
Sage CRM allows users to store and access the data in an efficient way. To access data efficiently Sage CRM provides functionalities like Advance Find, Quick Find, and Keyword search, etc. which can be customized as per user’s requirements. To know more about these functionalities, refer below:3 ways to Search Information in Sage CRM New… Read More »
In today’s rapidly growing world of technology, people tend to look out for features within a system that would help with the output with less number of actions and a quick response time. The bigger the process flow to get a desired output, the more the time consumed. By keeping the main focus on this… Read More »
It is possible to customize Sage CRM in different ways, to meet user requirement. There are many customization option in Administration. So in this Blog we are going to see how to create a secondary Entity for Standards Entity. Sometime if organization is using Opportunity entity to store all of their Projects in Sage CRM. It… Read More »
The combination of Sage CRM API with the application itself has helped many of the technical implementer to manage the customization of the system as per the business requirements. Sage CRM API’s has come a long way to pro-grammatically perform various operations on the entity records such as read, create, update or delete. Moreover, the… Read More »
Workflow plays a vital role in Sage CRM. Designing and implementing business process in CRM in order to let the same process flow to be followed as it was out of the system, is easily achieved in Sage CRM. Another advantage is the provision to not only create Custom entities in CRM but also apply… Read More »
Every new version of Sage CRM has provided with some or the other new features which has improved system stability, user experience, ease in third party apps integration and so on. Sage CRM 2018 R2 has come up with a new feature related to Custom entity, which has helped to load custom entities list faster.… Read More »
Sage CRM has proved to be very much flexible when it comes to accommodating customizations as per the business needs. Recently we came across a requirement, where the Client was not only interested in getting the access to the records assigned to a particular user but also in getting a proper view of all the… Read More »