top of page

Effective Solutions

Solutions that Grow your Business

SageCRM Enhancement List

Advanced Customization Package

This is a core requirement of most of our other enhancement items.  Most of our SageCRM customers that are integrated already have this package in place, and they are loving it! The out-of-the-box integration between SageCRM and Sage 100 gives you some nice functionality, but it doesn't give you all of the sales and purchase information you need. Our Advanced Customization packages gives you key sales fields (YTD Sales, Last Invoice Date, Past Due Balances, etc.) on the company record, and well as visibility to Sage100 Quotes, Open Orders, Invoices and Item level purchase history. This is all visible in SageCRM without needing to login to Sage 100.

Add Tracking Numbers to Invoice Data

Make Tracking Numbers available to CRM users when they are reviewing invoice transactions from the Invoices tab of a Company record.

Scripts that auto update the CRM Account Manager using the Sage 100 SalepersonNo information.

Sage 100 Inventory Search from within SageCRM

We add an Inventory Search option to your MyCRM menu that lets your CRM users perform live inventory searches against your Sage 100 system.  They don't need to be logged in to Sage 100 to perform the searches.

View and Email Sage 100 PDF invoices from within SageCRM

This enhancement gives your SageCRM users the ability to view Sage 100 PDF invoices and email them directly from SageCRM.  Note the you need to be using the Paperless Office feature in Sage 100 for this enhancement to work.

S5Maps - Google Maps Integration for SageCRM

This enhancement displays all of your SageCRM companies on a Google map.  You also have the option of implementing a routing modules if you sales team needs to plan and manage route sales.

Last Communication Date Tracking

One of the biggest challenges for sales organizations is making sure they touch base with their customers on a regular basis. The base SageCRM system that we provide you includes a system for tracking the Last Communication Date and it will flag accounts that haven't been contacted in 30, 60 or 90 days so you can take action on those accounts. You can then use those fields in lookups, groups, reports and best of all, dashboard gadgets.

Displaying Open Balance Info on Invoices in CRM

We add Aging Days and Open Balance amounts to your Invoice transactions in SageCRM to give your CRM users the information they need to help with collections.

MyCRM > Activity Report

When you click on the tab it displays all of the communications entered into SageCRM in the last week, with the most recent entries at the top.  This is great for managers that want to take a quick look at the conversations that are happening in the field with their sales and inside sales teams.  You can use  search boxes to quick filter and search data in the communications entries and you can adjust the date range.

MyCRM > Items Sales by Month Report

Displays all of the Items Sold for the current year with monthly sales totals and YTD sales totals compared to previous years. You can use the search boxes to quick filter and search data in the list of items sold.

Move Person to New Company Button

Effective Solutions has developed scripts and can add a Move Person to New Company button to your SageCRM system to let you move person records to a new company in CRM.

Shipping History Report

This report gives you current inventory information for all of your Sage 100 items as well as 4 PO Required dates to enter so you can forecast when additional inventory is expected to be received for each item.

MyCRM > Customer Sales by Month Report

Displays your Customer Sales by Month for the current year with your best customers are at the top of the list.  Provides YTD sales comparisons with last year.  Great for managers and salespeople that want to quickly review customer sales.

Item Sales Analysis

Run Items Purchased searches from within SageCRM.  You can pull up all of the customers that purchased a particular item within a specified date range.  Gives you the option to see detailed results or results grouped by customer.  This is a perfect solution if you want to upsell or cross-sell to customers that purchased one item and are a fit for another item.

MyCRM > My Open Orders and My Invoices

These tabs let your CRM users get a quick list of Sage 100 Open Orders and Invoices by user or for a particular date range from within SageCRM.

Quick Communication Buttons

If you have repetitive communications that you are expecting your SageCRM users to enter into the system, this is the enhancement for you. Effective Solutions can implement buttons in SageCRM that allow your users to create a communication entry in 2 clicks!

Parent/Child Linking Functionality

You may have companies in your CRM database that are related to each other in a Parent/Child model.  Effective Solutions can implement custom code in your SageCRM system to allow you to designate the Parent/Child relationships on records in CRM.  

Auto Update CRM Account Manager based on Sage 100 SP #

Opportunity Statistics Report

If your company uses Opportunities in SageCRM this report is a good fit for you.  This report displays the number of Opportunities/Quotes created during the specified data range and then breaks down how many are still In Progress, and how many were Won and Lost along with conversion rates by Salesperson.

bottom of page