Sage CRM – Tips, Tricks and Components
Sage CRM integration with Sage 300 allows a user to view the data from an ERP System in a CRM System. The key features of Integration include below. Bi-directional import/synchronize customers from the two systems. Ability to view order details in the CRM System of the linked customer in CRM. Import/ synchronize items in ERP… Read More »
As you all must be aware, Sage CRM 2021 R1 has come up with many interesting features related to Configurations, Security and Network related functionalities which has improved the reliability of Sage CRM to a greater extent as compared to previous versions. In our previous blog, we explored the ‘Click to Dial Links’ feature of… Read More »
The Escalation functionality of Sage CRM has allowed handling the Service Level Agreement set at the Customer level. It has helped to manage/monitor the TAT for the Service Tickets managed for these customers from and within Sage CRM. Escalation functionality has allowed triggering notifications not only for Primary entities but also for custom entities. Escalation… Read More »
Sage CRM behaves differently for on-premise versions and when accessed through Mobile Devices like iPhone, iPad, Tablets, Windows phone etc. However with codeless customizations, user can easily add Custom entities on Sage CRM Find menus. Let’s consider an example; Sage CRM has a custom entity Project that user wanted to add on Sage CRM Find… Read More »