Within Sage CRM, when creating a quote or an order, it is not a straight forward process to re-order line items if you need to add on a new product and require to move this into a different location within the quote or order record. We have developed an easy to use re-order function available for both quotes and order items grid screens where you can easily move line items up and down the grid so these can easily be re-ordered on the screen with the line number being automatically updated also. Watch this video and learn how to easily re-order your Line Items within your Sage CRM quotes and orders. #SageCRM #CRM #CRMtips
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Easily Re-Order your Line Items within your Sage CRM Quotes and Orders. Within Sage CRM when creating a quote or an order it is not a straight forward process to re-order line items if you need to add on a new product and require to move this into a different location within the quote or order record. We have developed an easy to use re-order function available for both quotes and order items grid screens where you can easily move line items up and down the grid so these can easily be re-ordered on the screen with the line number being automatically updated also. #SageCRM #CRM https://lnkd.in/eC5k6vBW
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🔎 CRM Statistics and Facts CRM has been a rapidly growing industry, with significant milestones achieved over the years. In 2018, CRM saw a 16% growth, making it one of the fastest-growing software markets. 📈 This trend continues today, with CRM software projected to maintain a 13.4% growth rate from 2023 to 2032. By 2025, the revenue from CRM software is expected to exceed $80 billion. 💰 🔎 How do you see CRM impacting your business in the coming years? #CRMStatistics #BusinessGrowth #SoftwareTrends #FutureOfCRM #OrligCRM #Orlig360 #CRM #CXtrend
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Introducing Entegraty’s advent - 12 days of Sage CRM Tip 1 of Sage CRM Our first and core tip is all about increasing revenue with your CRM. Read our latest blog for our 6 ways how CRM helps increase revenue for your business. https://lnkd.in/dcYQhK7C #sage #crm #sagecrm
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As per a recent research by Statista, the CRM Software market is predicted to reach over 57 billion U.S. dollars by 2025. The industry is becoming popular year after year, because of the plethora of benefits it provides to the users. Dive into our blog to learn more on why every business must invest in a CRM and how to choose the best one: https://lnkd.in/gykzyksq #Kasmo #CRM #benefitsofCRM #customers #customerengagement
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💥 What If Your CRM Could Do It All—Without the Usual Limitations? 💥 Most enterprise CRM vendors force you to choose—sales, marketing, support etc. Why? Because their pricing makes it prohibitive for most organisations to deploy the CRM across all functions. The result? You’re left with a point solution despite using (and paying for) an enterprise application. But it doesn’t have to be this way. The reality is, you can have a tailored CRM that’s affordably accessible to everyone who needs it across your organisation. A CRM with all modules and functionality turned on. No paid add-ons and usable by everyone, without licensing restrictions. The IMTG CRM is exactly that. It’s an enterprise-grade CRM with features comparable to some of the biggest vendors in the world—yet designed to be deployed across your organisation without the usual cost, complexity, or limitations. If you know someone looking for a tailored, enterprise-grade CRM solution that truly works for the whole business, let them know to reach out. #CRM #EnterpriseSolutions #DigitalTransformation #Sales #Marketing #CustomerSupport
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Tip 10 of Sage CRM. You can stay grounded in reality. Sales people are by nature optimistic but this optimism can creep into their interpretation of spread sheet-based sales reports. As a manager, you may have faith in the judgement of your sales team, but sometimes you need to find a way of interpreting the logic underpinning sales reports. If you move key data into CRM software, you can generate predefined reports and charts, sense-check business decisions and gain a clear picture of the way a customer 'moves through your processes' & where that deviates from the norm. https://lnkd.in/gS-K3CnD #sage #sagecrm #crm
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Our CRM DecisionPack offers a Structured, Comprehensive and Independent approach to selecting the right CRM for your business. Here’s how it works: 𝟭. 𝗜𝗱𝗲𝗻𝘁𝗶𝗳𝘆𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗗𝗮𝘁𝗮 𝗮𝗻𝗱 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 We start by conducting a thorough analysis of your current data and processes. This stage ensures we have a clear picture of what you need from a CRM system. 𝟮. 𝗜𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝘁𝗹𝘆 𝗖𝗼𝗺𝗽𝗮𝗿𝗶𝗻𝗴 𝗬𝗼𝘂𝗿 𝗥𝗲𝗾𝘂𝗶𝗿𝗲𝗺𝗲𝗻𝘁𝘀 𝘁𝗼 𝗮 𝗥𝗮𝗻𝗴𝗲 𝗼𝗳 𝗣𝗼𝘀𝘀𝗶𝗯𝗹𝗲 𝗖𝗥𝗠𝘀 Once we have a detailed understanding of your requirements, we independently compare them against a wide range of CRM systems on the market. 𝟯. 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗶𝗻𝗴 𝗬𝗼𝘂 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝗧𝗼𝗽 𝗧𝗵𝗿𝗲𝗲 𝗠𝗮𝘁𝗰𝗵𝗲𝘀 After a thorough comparison, we present you with the top three CRM systems that best fit your requirements. By involving your team in the decision-making process, you ensure that the chosen CRM is embraced and used effectively. Our collaborative approach helps achieve buy-in at the source, leading to smoother implementation and better outcomes. If you’d like to know more and discuss CRM options, just book a free call https://lnkd.in/erpB75FF #CRM #toolsforgrowth #customerservice
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Tip 8 of Sage CRM. Integrating with your accounts system and having a central place to store all key information and data, by overlaying the two systems https://lnkd.in/gS-K3CnD - a strategic approach to SageCRM #sage #crm #sagecrm
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