Sage CRM – Tips, Tricks and Components
Nothing is permanent but change is! Same applies to business software’s too. They have to be upgraded over the time in order to take an advantage of new technological advancements. The New Stuff: Have a look at Greytrix bulk Merge utility to merge your duplicate Customer, contact details: http://www.greytrix.com/product.php?prodid=115 Many people find the process of… Read More »
This is in continuation to our series of GUMU Tips, in our last post we saw about how to setup GUMU Sage 100 Tips – Configuring Sage 100 Company code in which we had discussed some common issues and their solutions which users may come across while configuring Sage 100 Company code. Going further, in… Read More »
Sage CRM’s Key Attribute Profiling feature enables you to build a detailed profile of your customers and prospects over the course of the relationship. These attributes are stored, reported on and used as a basis for future marketing activities. Key attributes are user-defined and easily track the date and call-to-action for a campaign, while providing… Read More »
We have developed custom import routines for various Sage CRM entities where the user can import data from excel/csv files. Following the standard Sage CRM functionality all types of information i.e. successful migration, validations, errors generated during the import are logged in files on the server. Now the users will not have the access to… Read More »
Greytrix has released its latest version of GUMU™ Sage CRM integration with Sage 500 ERP. This is a real-time bi-directional integration between Sage CRM and Sage 500 ERP. Based on our experiences with the earlier versions and resellers feedback we have incorporated some new features and likewise, we have dropped some unwanted and cumbersome steps… Read More »
Greytrix has released its latest version of GUMU SageCRM integration with Sage 500 ERP. This is a real time bi-directional integration between Sage CRM and Sage 500 ERP. Based on our experiences with the earlier versions and resellers feedback we have incorporated some new features and likewise we have dropped some unwanted and cumbersome steps… Read More »
Though CRM systems are capable of maintaining and managing Business related data thoroughly over the web, most of the business structures still won’t allow the data entries to be done in actual working environment. For such prospects, even if Sage CRM holds the greater importance from business perspective, the web architecture of CRM can’t be… Read More »
This idea was evolved when Greytrix had released GUMU™ for Sage CRM – ACT! and GUMU™ for SageCRM – Goldmine and GUMU™ for SageCRM – Maximizer. With major CRMs supported by GUMU we thought that there was nothing more we could add to the CRM migration source list. We could not have been more wrong… Read More »
SageCRM apart from being an excellent web based CRM also offers other features like data upload. This option enables a user to import data from a flat file into company, person and address entities of SageCRM. But one other thing that is most frequently imported in SageCRM is the product import. Since there was no… Read More »
Greytrix released a new tool that will import the products from an excel sheet into Sage CRM and Sage CRM.com. Like most of the other integration products, the product import tool uses Sage CRM web-services to import data in Sage CRM. Along with the installation, Greytrix provides the user with the excel spreadsheet template. The… Read More »