Sage CRM – Tips, Tricks and Components
In Sage CRM, when data is entered on Company, Person, Case, or any other custom entity screens, the record gets saved into Sage CRM when the Sage CRM user clicks on the “Enter” key on the Keyboard. One of our customers approached us and came up with a requirement that, he wants to prevent records… Read More »
Sage CRM is very flexible to manage or incorporate different type of scenarios as per the business needs. It has an inbuilt powerful Security mechanism known as “Territories”. By setting territories in Sage CRM, we can restrict one user from accessing records of another user belonging to different territory. Territory field is available on Main… Read More »
Sage CRM pipeline is basically a graphical representation of data stage wise. The pipeline can be visible for Cases, Opportunities, and Leads in Sage CRM. It is also useful to review the current stage of the Opportunities, Leads, and Cases assigned across the teams to various users. New Stuff: Mark Task ‘Complete’ from Calendar Tab Recently… Read More »
The combination of Sage CRM API with the application itself has helped many of the technical implementer to manage the customization of the system as per the business requirements. Sage CRM API’s has come a long way to pro-grammatically perform various operations on the entity records such as read, create, update or delete. Moreover, the… Read More »
Sage CRM Portal has improved User experience by extending Customer’s access to the data inputted by them as well as updated by the vendor. A fully responsive version of Self Service portal has provided Menu options to log and search the Ticket details. But, have you ever thought of accommodating certain changes to ease the… Read More »
We are continuing our blog series on our CRM migration services. In our previous blog, we discuss about: New Stuff: Migrate Saleforce Task to Sage CRM Communication Here, we are going to see the how Salesforce Case is migrated in Case of Sage CRM. In Below images, we have shown Salesforce Case Details and its… Read More »
For any business firm, monitoring and optimizing services is an imperative task. Considering the fact that whatever is sold needs to be serviced sometime, today’s business demands need to concentrate not only on the Sales, but also on the after sales services. Sage CRM has provided Lead, Opportunity, Quotes, and Orders to maintain the Sales… Read More »
In Sage CRM, we can handle Sales and Service business flow very efficiently. To manage sales in CRM we use Leads and Opportunities whereas for managing services we use cases. To deal with the cases and opportunities flow; CRM has provided feature of workflow and that’s get activated in CRM automatically once Case/ Opportunity gets… Read More »
Apart from GUMU™ for Sage CRM – MAS 90/200 integration, Sage CRM and MAS 90/200 EES is another product which enables the user to have the integration between two system. No, this is not the blog where I am comparing the two products (I will save it for later :)). I would like to take… Read More »
Recently while upgrading the SageCRM to 7.0 I found that under communications and cases the default values are set to “Pending” in CommunicationFilterBox as well as CaseFilterBox. In CRM 6.2 version, Status field of FilterBoxes has always “—All–” value selected by default. However, the field holds last filtered value after navigation from some other tabs.… Read More »