Sage CRM – Tips, Tricks and Components
GUMU™ for Sage CRM is wizard type utility that converts ACT! data into Sage CRM or SageCRM.com. GUMU™ converts all existing information such as Company, Contacts, Communications, Opportunities, Documents, Pending, History, Users, Custom information stored in user defined locations, notes, e-mails residing in ACT! in Sage CRM/Sage CRM.com. In our previous blogs we discussed how ACT!… Read More »
In our previous blog, we had discussed about How to migrate Company from ACT! to Sage CRM. Going further with our series on GUMU™ CRM Migration services, this blog shall discuss about how one can migrate contacts from ACT! to Sage CRM through GUMU™. GUMU™ migrates ‘Contact’ records from ACT! as ‘Person’ in Sage CRM. ‘Persons’… Read More »
In our previous blog, we discussed How to migrate Goldmine Companies into Sage CRM using GUMU™. In continuation with our series GUMU™ CRM Migration services, this blog shall discuss about how to migrate ACT! Companies into Sage CRM using GUMU™ GUMU™ is a wizard type utility that converts ACT! Data into Sage CRM or Sage CRM.com… Read More »
We are continuing our blog series on GUMU Migration services. GUMU™ for Sage CRM –Goldmine is wizard driven utility that converts Goldmine’s User, Company, Contact, History, Pending, Notes and Opportunity into Sage CRM. Here we shall discuss about how Goldmine Companies are migrated to Sage CRM using GUMU™. Company records from Goldmine are migrated as Sage… Read More »
Our GUMU™ utility helps in migrating data from a number of Source CRM (i.e. ACT!, GoldMine, SLX etc) to Sage CRM as a target databases at our migration lab. Today, we will walk through the migration services for “SalesLogix to Sage CRM”. We consider “SLX to Sage CRM” as a custom migration and it is… Read More »
Today we are continuing our blog series on GUMU Migration services. All the firms keep track of all its activities. In this blog, we shall discuss about a functionality of Sage CRM that allows the user to migrate Pending Records or History of records from Goldmine to Sage CRM for a corresponding Company and User.… Read More »
We are continuing our blog series on our CRM migration services. In our last blog, we discussed about the CRM migration services offered by Greytrix in GUMU for Salesforce to Sage CRM Migration Here, we are going to see the how Salesforce historical communications are migrated in Sage CRM as completed Communication. In Below images,… Read More »
In our previous blog, we discussed about “Migrate Goldmine notes in Sage CRM using GUMU” now let’s see “how Goldmine contacts are migrated to Sage CRM” using GUMU™. Primary Contact migration from Goldmine to Sage CRM; A contact is a customer, client, prospect, business associate, friend, or anyone that you want to maintain a relationship… Read More »
In our previous blog, we discussed about “Migrate Goldmine opportunities to Sage CRM using GUMU™ Utility” now let’s see “How goldmine notes are migrated to Sage CRM” during the Migration process. GUMU provides option to migrate Goldmine Notes as Notes in Sage CRM. During migration, user has to select the “Notes” option from the GUMU™… Read More »
Time zone setting is a very essential part in CRM Migration process, as a result it is recommended to be taken care in pre-requisite well in advance. Whenever, any new records is added though CRM frontend or backend; it takes machine time zone irrespective to the Source Companies time zone. There is no screen available… Read More »