An Update on My Dashboard - Sage CRM

By BAASS Consultant | Jun 13, 2012 12:00:00 AM

It has been a while since I last updated you on my executive dashboard so I thought I would take this opportunity to let you know where we are at today. I have spent most of the time since we last spoke enhancing the Dashboard within Sage CRM. I check this dashboard almost everyday as it updates me on where BAASS Business Solutions is at from several different departmental perspectives.

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How to Create One Report from Two Independent Systems

By BAASS Consultant | Dec 12, 2011 12:00:00 AM
 
 I recently met with the President of BAASS to determine the best way to get data from our Sage ERP 300 (formerly Accpac) and Sage CRM.  Sage 300 and CRM are two independent, but synchronized systems.  All customers, vendors and their respective contact details are updated live between each.  It’s an out-of-the-box solution provided by Sage.  The limitation that we were up against was that the customization nature of CRM was leaving Sage 300 behind.  

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Sage CRM - Save time during busy tax season!

By BAASS Consultant | Apr 15, 2011 12:00:00 AM

I am writing this article on my desktop and considering where I am going to find the time to do my wife's and my tax return I thought to myself how would I manage this before the advent of technology. I am not sure I could have done it or maybe I could but I would have to have given up a lot of other things to do so.

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