Sage CRM – Tips, Tricks and Components
The GUMUTM for Sage CRM – Sage 100 is a real time bi-directional integration link, using which an user can promote Sage CRM company, sales order from Sage CRM to Sage100. In addition to this, the information for Sage 100 customer flows between Sage CRM on real depending on the configuration setting option selected. Today… Read More »
Native Sage CRM consists of Primary Entities and Secondary Entities. Sage CRM users can also create Custom entities within Sage CRM. We received customization requests from customer few days back in which they asked to rename the “Opportunity” entity to “Job”. Therefore, we thought to document it as a blog so that anyone can do… Read More »
Quotes are very integral part of any Sales process. Quotes are submitted to the customer as per the product they are buying. As sales progresses one may submit multiple quotes to the customer. Sage CRM helps an organization to maintain track of quotes against each opportunity till the quote is converted to Orders. Sage CRM… Read More »
Our GUMU for Sage CRM – Sage Pro is a real time integration link. Today in this blog, we will discuss how real time changes from Sage Pro to Sage CRM and vice versa works. Below are the List of Real Time processes. 1. Creating/updating Customer records from Sage Pro to Sage Pro CRM and vice versa… Read More »