Sage CRM – Tips, Tricks and Components
Sage CRM offers a comprehensive group of reporting features designed to provide users with powerful insights and analytics. From standard reports to customizable dashboards, Sage CRM equips businesses with the tools they need to make informed decisions and drive growth. The recent addition of the Tags feature further enhances reporting capabilities by allowing users to… Read More »
Sage CRM, a leading customer relationship management solution, has recently undergone an exciting transformation with its latest release of Sage CRM 2024 R1. Packed with new features and improvements, the latest version of Sage CRM is designed to help businesses streamline their customer management processes, boost productivity, and drive growth. In this blog post, we’ll… Read More »
Sage CRM, a popular customer relationship management solution, has undergone an exciting transformation with its latest release, Sage CRM 2023 R1. Packed with numerous new features and enhancements, this version promises to streamline workflows, boost productivity, and enhance customer experience like never before. In this blog post, we will delve into some of the key… Read More »
GUMU™ for Sage CRM – Sage 100 application is optimized on a timely basis with the new enhancements in order to meet up with the customers’ needs. It is a real-time bi-directional integration link, using which a user can view and access his sales data between Sage CRM and Sage 100. In this blog, we… 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 »
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 »
New features or changes are introduced with the release of new versions of Sage CRM. In Sage CRM 2021 R2 field captions have been updated. This change was one of the recommendations that were made following a review of the default screens and lists for the core entities. New Stuff: Change the Look and Feel… Read More »
Sage CRM dashboard is an enterprise application (EA) interface used for the monitoring of business and sales opportunities, processes and performance. A CRM dashboard provides real-time business event snapshots, which are used to measure and develop analytics for business reporting. Sage CRM dashboards facilitate comparative business analysis through the capturing of data and related Web-based… Read More »