Sage CRM – Tips, Tricks and Components
Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT! , Goldmine,… Read More »
Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT!, Goldmine, SLX,… Read More »
We are continuing our blog series on our CRM migration services. In our previous blog, we discuss about: New Stuff: Migrating Communications from Salesforce to Sage CRM Here, we are going to see the how Salesforce Account Entity is migrated in Company Entity of Sage CRM. In Below images, we have shown a Salesforce Account… Read More »
You know that, we provide migration service to migrate Act!, SalesForce.com, GoldMine , Maximizer and SalesLogix to Sage CRM. Along with this, we also provide service to migrate data into Sage CRM from other Custom DBs. New Stuff: Default Escalations in CRM 7.3 We also provide the various other services which are related to migration. Some of… Read More »
We helps in migrating data from a number of Source CRM (i.e. Act!, GoldMine, SLX , Salesforce.com, Maximizer etc.) to SageCRM / SageCRM.com as a target databases at our migration lab. Today, we will walk through the migration services for “Salesforce.com to Sage CRM”. New Stuff: Migration of Act! Groups in Sage CRM We consider “Salesforce.com… Read More »
Data migration is a key element which you consider before adapting to any new system. It can be a fairly time-consuming process and can be painful at times. That’s where our Fixed Cost; No effort migration services comes in picture. We provide 1 test and 1 live migration at a Fixed Cost so you are… Read More »
In our previous blog , we discussed about Migration of the ACT! Records to Sage CRM. In this blog, we will discuss about migration of GoldMine records to Sage CRM. In previous blog, we had mentioned about our GUMU™ migration utility. We use same utility for migration of the GoldMine data to Sage CRM. GUMU™… Read More »
Greytrix has a special GUMU™ migration utility to migrate data from ACT! to Sage CRM. “GUMU™ migration utility” migrates all of ACT! basic data such as User , Company, Person , Notes, opportunities as well as advanced data such as attachments, communication including emails, records stored in custom fields of ACT! etc. into Sage CRM or… Read More »
On a regular basis, a User may insert a large number of records (Company / Person) in Sage CRM. Sometimes there is a possibility that those records might get duplicated in Sage CRM. Though Sage CRM has an option to merge company and person data, but that is a manual process and requires human intervention.… Read More »
In our previous few blogs, we had discussed about how GUMU migrates ACT! Data like Contact, Company, Notes and Opportunity to Sage CRM. Here we will discuss about how ACT! History and Activity can be migrated to Sage CRM with the help of GUMU™. In our CRM Migration process History records from ACT! gets migrated… Read More »