Category Archives: Sage CRM 2023 R1

How to Enable the Sort Option for Favourites in Sage CRM 2024 R1

In the rapidly advancing landscape of enterprise solutions, customer relationship management (CRM) systems are pivotal for optimizing customer interactions and data analytics. As organizations focus on operational efficiency and personalized engagement, Sage CRM remains at the forefront of this evolution. One significant enhancement is the sorting functionality for favourites which allow users to efficiently categorize… Read More »

Displaying Lead Company and Lead Person Name in Calendar List

In the dynamic and competitive business landscape, maintaining a strong relationship with customers is principal for success. Customer Relationship Management (CRM) plays a crucial role in achieving this objective by helping businesses understand, manage, and enhance their interactions with customers. Among the various components that contribute to effective CRM, communication stands out as a key… Read More »

Bulk Promote in GUMU™ for Sage CRM – Sage 100 Integration.

GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process. Today in this blog, we will discuss about a latest change done in our GUMU™ for Sage CRM –… Read More »

Customize Ergonomic Theme in Sage CRM 2023 R1

Sage CRM serves as comprehensive solution for Customer Management needs. With each upgrade and iteration, Sage consistently introduces new features and refines user functionality. These continuous enhancements aim to streamline Customer Relationship Management, making it more accessible and user-friendly. The ultimate goal is to enhance adoption rates, improve data accuracy and completeness, gain deeper customer… Read More »