Sage CRM – Tips, Tricks and Components
Sage CRM pipeline is basically a graphical representation of data stage wise. The pipeline can be visible for Cases, Opportunities, and Leads in Sage CRM. It is also useful to review the current stage of the Opportunities, Leads, and Cases assigned across the teams to various users. New Stuff: Mark Task ‘Complete’ from Calendar Tab Recently… Read More »
In Sage CRM, fields can be added to any of the primary entities. We can add fields on an entity as per the business requirement. Recently as per the client’s requirement, we have added fields on the quote grid. Fields on the quote item grid give a short description of the product. If you click… Read More »
Workflow in Sage CRM basically helps to systematize business processes using a predefined set of business logic rules and actions. A Workflow is a sequence of tasks that processes a set of data. As we know many businesses and industries have followed one kind of workflow process. Workflows are the paths that describe how something… 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 »
Sage CRM, a web-based Customer Relationship Management solution is been designed to help small and midsize businesses to manage their customer experience by offering features that would help to manage new as well as existing client relationships. Sage CRM software can be deployed either on Cloud server or on on-premise server. Sage CRM a single… Read More »
The Escalation functionality of Sage CRM has allowed handling the Service Level Agreement set at the Customer level. It has helped to manage/monitor the TAT for the Service Tickets managed for these customers from and within Sage CRM. Escalation functionality has allowed triggering notifications not only for Primary entities but also for custom entities. Escalation… Read More »
Sage CRM have a rich and suitable features for all Business Sizes and Types. It contains different type of standard entities to maintain data. There are a lots of columns in each entity. For specific entities, we don’t have rights to delete any standard field from entity. As we all know, Company is a primary/main… Read More »
Refreshing metadata is an useful tool we use very often whether we need to reflect any database or translation related change, today I thought to explain various facts, do’s and don’ts about Metadata refresh, below are the components which comes under manual Metadata refresh: Greytrix Sage CRM Integrations : Sage ERP X3 | Sage 100 | Sage 500 | Sage 300 Many times… Read More »
In Sage CRM 7.2, Sage has introduced a new method of registering a License key where you will be asked to fill up the form in CRM and submit. I have been writing about the several issues you can face with this process when upgrading from previous versions of the CRM or restoring databases from… Read More »