Sage CRM – Tips, Tricks and Components
Sage CRM has inbuilt feature for document upload. Using these feature we can upload documents against standard entities like Company, Person, Communication, Case etc. In Sage CRM, we can also apply security management for Documents. So that, one user cannot view the document uploaded by other user of different territory. We can also add documents… Read More »
In every business, information is the backbone for the growth of business. This information will be evaluated every year and growth can be achieved. This information can be stored in the form of documents. Sage CRM also have the Documents feature available for the Standard entities against which documents can be uploaded and it can… Read More »
In every business, communication is very important and Email is one of the main way of formal communication in today’s world. Sage CRM also have inbuilt Email editor through which emails can be sent to clients and same can be saved in CRM. In Sage CRM, user can also create some predefined email templates which… Read More »
In Sage CRM, Company is the main fundamental unit. After creating company, we can associate Sales and Service process to it. In Sage CRM, we can maintain company’s basic details like name, annual turnover, employee strength, company’s website etc. Also, we can link one primary contact person against company, who will be the SPOC for… Read More »
In today’s world every work done is paperless. For e.g. in many of the big organizations, everything is documented and communicated over emails. This reduces the exchanges of letters being used for the communication. Emails can be sent to the clients, vendors for any enquiries or information needed. Sage CRM also have an Email Integration… Read More »
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 which can be customize as per your company business needs. In the latest version of GUMU™ Sage CRM – Sage 100 Integration we have introduced some new features and… Read More »
GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Using GUMU integration, we have displayed most of the information directly from Sage 100 in custom tab in Sage CRM. New Stuff: Real Time Work Ticket data… Read More »
GUMU™ for Sage CRM – Sage 100 integration is a real-time, bi-directional link. In our last post, we went through the GUMU Integration Chart Feature In Sage 100. Recently, we have added a feature where the Sage CRM system administrator can map Sage 100 users with Sage CRM users. Today in this blog post, we will go through… Read More »
GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link which sync customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa. Our GUMU™ integration link is now compatible with the latest version of Sage CRM v2022 R2 version. From ERP Side, it is already compatible till Sage X3 V12 version. For more… Read More »
GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Using GUMU integration, we have displayed most of the information directly from Sage 100 in custom tab in Sage CRM. New Stuff: New Feature in GUMU for… Read More »