Tag Archives: upgrade

Sage CRM 2021 R2: New Dashboard Templates and Reports

Dashboards are important to have glance of customer sales reports and the current status of ongoing sales activity. Sage CRM providers have many pre-defined dashboard templates or you can create your own dashboard as per your feasibility. These dashboards are easy to manage, edit or customize as per your need. Sage CRM dashboards provides numerous… Read More »

Sage CRM 2021 R2 – Changes in Mail Merge Functionality

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 »

Sage CRM – Sage 300 v2018 integration tips

A new version of the GUMU™ integration component has been introduced to integrate Sage CRM and Sage 300 v2018 onward. This new Sage CRM – Sage 300 integration has a much simpler architecture and is simpler in terms of setup compared to the old integration. New Stuff: Solution for Running Reports in Sage CRM However,… Read More »