SAGE CRM ADD ONS

Greytrix BusinessManagerBudgetPlannerEventManagerSage CRMServicesSAGE CRMADD ile ServiceSignatureCustom MailMergeResourcePlannerSage CRM CTIFrameworkwww.greytrix.com

Greytrix Business ManagerSage CRM Project ManagerGreytrix is a Sage CRM premier Gold Development Partner As leaders in the Sageworld among resellers and partners for its data integration framework - GUMU ,Greytrix helps organizations realize maximum value from their Sage CRM with itsenriched product suite comprising 10 Sage CRM add-ons, integration and migrationsolutions. Greytrix Business Manager is a comprehensive Sage CRM suite comprising Budget Planner Event Manager Project Manager Contract Manager Resource PlannerWebsite CommunityCustomer Services, Lead Generation, Order Entry, Registration,Renewals, Business Community PortalMaintenance & MonitoringCRM Web PublisherWebsite Maintenance, Automatic Publication of all business entities, SEO and Search RankingsMaintained, Web traffic monitoring, Hot Spot notification etc.Greytrix BusinessManagerBudget PlannerEvent ManagerSage CRMPlatformResource PlannerContract ManagerERP IntegrationSage 50, 100, 200,1000, X3,300, ACCPAC ERP, MAS :AR, AP, GL, OE, PJC etc.Project ManagerWith Greytrix Business Manager (GBM), users can experience end-to-end insights of your businessenvironment from projects, budgets, resources, contracts and events.Sage CRM Project ManagerTo gain accurate and detailed view of tasks from project initiation through delivery with graphical representationof billed days and tasks.Filtering tasksTimesheets to regulate schedule progress of Project tasksFeatures1Filtering tasksTimesheetsGraphical representation of tasks, projectstatusProject Manager Web Portal for fieldusers to access timesheetFor more information on Greytrix Products and Services, write to us at crmproducts@greytrix.com

Greytrix Business ManagerSage CRM Budget PlannerSage CRM Resource PlannerSage CRM Budget PlannerTo get a holistic view of your company’s budget with income, expenditure and margin.Summary of Budget statusMonitor 9NKBA6URBANK345YO1251 234 57 890 1 2343 456 890E012 4567NAM3SUR012E&563/40125601/R NAMUSEFeaturesView budget statusMonitor budgetsCustomized ReportingSage CRM Resource PlannerTo view the availability of resources and make timely allocation of tasks easily.Planner ConfigurationDrag and Drop FunctionalityFeaturesDrag & Drop FunctionalityFiltering optionsPlanner configurationCustomized ReportingIntegration & CustomizationResource view in Day,Week and Month /2

Greytrix Business ManagerSage CRM Event ManagerSage CRM Contract ManagerSage CRM Event ManagerExtend the value of your business relationships by centralizing, standardizing and systemizing the event lifecyclefrom creation through actual production of the event to post event analysis.Registration through Web PortalGraphical representation of income and expenditureFeaturesEvent WorkflowNotifications and AlertsCustomized ReportingMonitor pricing andsponsorshipsEvent Manager Web Portal forevent registrationRestrict membership option to selected contactsIntegration & CustomizationSage CRM Contract ManagerCentralize, standardize and systemize the contract lifecycle from creation through expiration or renewaloptimizing the lifetime value of your business relationships.Add/ Modify clauses as per the workflowSecurity & PermissionsFeatures3Document Management FunctionalityCustomized ReportingDashboardsContract Template LibraryIntegration & CustomizationContract ViewerFor more information on Greytrix Products and Services, write to us at crmproducts@greytrix.com

Sage CRM Mobile Service SignatureRemote Access, Update & Sign-Off of Job SheetsGreytrix Sage CRM Mobile Service Signature enables field agentsto get the approval and client sign off for the assigned job, whilestill on the client site. The clients can see the details of job listingon the agent’s mobile devices and sign off the job sheet, on thetouchscreen, immediately. Mobile Service Signature is seamlesslyintegrated with Sage CRM, where the job sheet along with theattached client signature is automatically saved to the client filein Sage CRM. This solution is compatible with Android tablets,phones, iPhones / iPads.Sage CRM Custom Mail MergeMerge across Custom Entities and Custom BehaviorsGreytrix Sage CRM Custom Mail Merge is a plug-in for Sage CRMgiving your business the freedom to merge across customentities and custom behaviors. The plug-in introduces a new APIextension to the Sage CRM API allowing Mail Merge tofunction against document templates and any number of standardor bespoke data sources.Sage CRM CTI FrameworkDriving value from Call Management with ease of use and Customization featuresGreytrix Sage CRM CTI Framework is a flexible open endedinfrastructure applied on top of Sage CRM to allow a customizableand extended CTI integrated system for your business operations.With the Greytrix CTI Framework, we introduce a platform thatcan be used to have completely customizable CTI integrationwith Sage CRM. A standard feature set is delivered as part of theframework which is compatible with an appropriate CTI providerof choice. CTI events and actions are controlled through this framewhich integrates with Sage CRM through remote frame based callsback to Sage CRM.FeaturesCustomizable event handlersAutomatic lead creationCustom interfaces for each CTI eventInteractive communication areaPalette of actions per call inOpen protocol enabled systemPost actions on incoming and outgoing rm/4

More Sage CRM Add-onsSage CRM Field Service ManagementGreytrix Sage CRM Field Service Management solution assists servicedepartments in managing schedules and resources, meet SLAs, get clientissues resolved quickly & efficiently. The solution ensures improvedproductivity, assisting timely renewal of contracts, efficient resourcemanagement, easy job sheet approval and sign-off for field agents on assignedtasks, incorporating customized reporting and document management.Sage CRM Membership ManagementGreytrix Sage CRM Membership Management is a powerful solutionenabling organizations to manage all the communications and interactionswith its members concerned with events. This include membershipmanagement, event registration, training management supported by acustomizable web portal integrated into the organization’s existing website.Sage CRM Training ManagementGreytrix Sage CRM Training Management allows program co-ordinators tomanage the registration process. This involve creating courses and modules,communicate course information to interested members, providing bookingconfirmations, preventing overbooking of courses.CRM Webservices FrameworkSage CRM Web services Framework is a flexible open endedinfrastructure that is applied on top of Sage CRM to create a feature richset of integrations. The framework is compatible with 7.2 version of SageCRM, offering enhanced gateway, providing an improved frameworkcontrol panel, creating a highly scalable CRM Web service that can beutilized by other systems.Sage CRM MigrationsSalesforce ACT! SalesLogix Goldmine Sugar CRM MaximizerGreytrix GUMU migration framework allowsefficient and seamless transfer of historical datafrom legacy CRM systems to the new Sage CRM.GUMU allows high quality, on-time, cost-effectiveand effortless migration of key customer data thatincludes the custom fields from source CRM fieldsinto Sage CRM.5www.greytrix.comSource ERPERPGUMU sagecrm/sage@greytrix.com

Sage CRM IntegrationsSage X3 Sage 300 Sage 100 Sage 500 QuickBooks Sage PROGreytrix GUMU integrated Sage CRM and Sage ERP systems, enterprises can achieve a single, customercentric view of critical business data across their organization. Thereby enabling accounting, operation, sales,marketing and customer service teams to share a single consistent view of customer’s information and providea better customer service.Sage CRM .net APISage CRM Web ServicesGUMU Web Services APIReal Time, Bi-DirectionalScreen ListMulti Lingual / Multi CompanyWorkflowDrill Down Orders/ Invoices Open /HistoricalCustomersGUMUTM Sage CRM .netDLL Application ExtensionWeb ServicesPromoteQuote / OrdersERPMulti Folder / Company /Site / LegislationView / PromoteCustomersSecurity MatrixGUMU IntegrationQuotes /Orders /InvoicesProductPricingSage CRM Development ServicesGreytrix has a highly experienced techno-functional team for development, integration and implementation ofSage CRM services, thereby making it feasible to offer best in class customizations for your enterprises.Requirement AnalysisBusiness analysis to assist you in requirement gathering, design and testing of the Sage CRM services toyour vertical specific requirements.Installation & ConfigurationEasy installation, configuration and online support for Sage CRM upgrades along with the latest Patchesare an integral part of our offerings.ReportingDevelopment of crystal reports, redesigning existing reports and enhanced customizations providingmobility to drive your business in the dynamic environment.Customization / EnhancementsTailoring the User Interface (UI), creating new screens and business rules using Sage CRM (SDK),customizing Workflow / Escalations and enhancing business processes.Integration with Third Party solutionsIntegration of Sage CRM with ERP systems and other third party applications using Web Services andSage CRM .NET API.Customizing Sage CRM Self-ServiceWe provide customized Sage CRM Self-Service to upload / download documents for support tickets.Greytrix Sage CRM Development Services offers significant improvement in the functionality andproductivity of your /sagecrm/sage@greytrix.com6

ABOUT USGreytrix - Sage Premier Gold Development Partner is a one stop provider forall your Sage ERP and Sage CRM needs. We provide complete end-to-endassistance for you pre-sales technical consultations, product customizations,data migration, system integrations, third party add-on development andimplementation expertise.Want to know more ?Email us at : sage@greytrix.com / crmproducts@greytrix.comWebsite : www.greytrix.comBlog : http://www.greytrix.com/blogs/sagecrmConnect with us:Twitter : https://twitter.com/greytrixFacebook : https://www.facebook.com/GreytrixLinkedIn : https://www.linkedin.com/company/greytrixYoutube: https://www.youtube.com/user/greytrixsage

Integration with Third Party solutions Integration of Sage CRM with ERP systems and other third party applications using Web Services and Sage CRM .NET API. Installation & Configuration Easy installation, configuration and online support for Sage CRM upgrades along with