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Technical Support

For emergency or urgent support, we recommend you give us a call in the United States at +1-619-956-9189 or in Canada at +1-204-480-9772. Choose option #2.

 

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For non-urgent support please use the form below.

What our customers are saying..


  • For us, CRM Systems walks on water.

    - CWR Environmental

  • We were and continue to be impressed with CRM Systems Group’s ability to take a unique and complex business model and develop an efficient set of integrated, cost-effective solutions that addressed all of our needs. In addition, the level of support post-development has been outstanding.

    - HAMS Marketing Services

  • CRM Systems has provided us a highly-flexible tool for both office staff and travelling sales reps to have the latest information available any time. This is critical in our industry as relationships are in a constant state of change; having the latest information can provide a significant competitive advantage.

    - Anonymous Client

  • We have a twelve year relationship with CRM Systems, and I don’t think I could run my business without the custom capabilities CRM Systems has created for us.
    Q: What would you say to anyone considering engaging CRM Systems Group?
    A: I would recommend it!

    - A Long-Term Client

  • The integration of Sage 300 and Sage CRM gives our remote users the ability to review the latest financial/credit summaries for our clients, significantly reducing our credit risk and giving them the ability to make smart, informed decisions on behalf of hams.

    - A CRM/ERP Integrated Client

  • We have experienced:
    • Increase sales productivity and real-time information
    • Improved communication and knowledge sharing with complete view of business Key Performance Indicators
    • Improve marketing campaigns with in-depth knowledge of customer purchasing habits
    • Increase efficiencies across all teams by integrating sales, marketing, customer service, finance, and operations information
    • Improve customer service by ensuring complete case resolution with built-in work flow
    • Reduce costs by eliminating duplication and ensuring data consistency

    - A Satisfied Customer!

  • Existing customer sales have increased because of the ability to track customer follow-up with Sage CRM

    - Happy Sales Manager

  • We experienced a dramatic improvement in communication, knowledge sharing and business analytics.

    - Anonymous CFO

  • The high customizability of Sage CRM and integration to our 3rd party ERP creates more powerful and automatic reporting.

    - Manufacturer

  • We experienced payback on our investment within the first year.

    - Anonymous CFO

  • Its really nice that with salesman turnover we did not skip a beat and could go to one place to get all the information for the new salesman to engage.

    - Human Resources Loves us!

  • We can now monitor sales activity to identify where we are winning and why and where we are losing.

    - A CRM Systems Enthusiast

  • Our remote salespeople have the latest information available to them while they are on-site with a customer. This allows them to provide an unprecedented level of service and gives the producer an opportunity to take advantage of changing markets in real time.

    - Executive

  • Sage CRM and Sage 300 has allowed us to increase efficiencies across our entire organization. From producer and processor contracts to risk management, settlements, bookings, online reporting and data retrieval the availability and accuracy of information is greatly enhanced.

    - HAMS Marketing Services

  • Our use of cases in Sage CRM has given us an enforceable workflow process that ensures that claims are authorized properly and dealt with in a timely, accurate manner.

    - Customer Service Enthusiast

  • The applications built for us by CRM Systems Group eliminated a multitude of redundancies and opportunities for human error. The amount of time we spend addressing errors after the fact has been reduced to virtually zero. This has improved the service to our clients as well as our costs.

    - Our Biggest Fans?

  • We are a producer owned co-operative. As such our owners are also our customers. They have been extremely happy with the improved products and services we have developed with the help of CRM Systems Group.

    - HAMS Marketing Services

Our Knowledgebase

Recent Posts

  • Sage CRM: Display Background Color on Required Fields in CRM 7.2+ Posted 4 years ago
    Required fields in Sage CRM are indicated with a, blue asterisk (*) to the right of the field (color may vary depending on theme, etc).This is suitable for most cases, but in some environments it may not be sufficiently visible. In Sage CRM 7.2+, you can further enhance this to make the fields even more visible. You can set the background color of the compulsory fields with a small amount of client side scripting. Sage has added a method to do the same; all we need to do is write a simple code on the custom content to achieve the above functionality. Refer the below steps to achieve the same; Go to Administration | Customization | Company | Screens. Edit the Company Entry Screen (CompanyBoxLong). Add the following script to the Custom Content field: <script>  crm.ready(function()  {  crm.markRequiredFields(‘yellow’);  }  );  </script> Note: You can change the background color of field as per your convenience. 4.  Save the changes by clicking Save button. Now, return to the Main Menu area and select New | Company. You would see the new modified ...
  • Sage CRM: Enable Collapseable Panels on Screens Posted 4 years ago
    If a CRM screen contains many panels, it can sometimes become cumbersome due to the need to scroll up and down to view all of the related data. You can prevent vertical scroll, and avoid scrolling in some situations by enabling a "Panel Collapse" capability within CRM. For the purposes of this example we will configure the entire Company context to allow for panel collapse. On Company Summary screen, the following panels are visible: Company Address Phone/E-Mail Contact These panels can be made collapsible using the client side API in Sage CRM v7.2+. Here are the steps that you need to follow. Login to Sage CRM as a user with screen customization administration rights Navigate to the following path: Administration | Customization | Company Navigate to Screens tab and click on the CompanyTopContent screen. Copy and Paste below code into the Custom Content section of screen. <script>  crm.ready(function ()  {  crm.collapsiblePanels(true)  })  </script> 5.  Click on Save button. Once done, navigate to Company Summary screen and you ...
  • Sage CRM: Validate Email Addresses using Client Side API Posted 4 years ago
    If you need to validate an email address on the Emails tab of Company, Person or Lead; then you can use the following method to do so: 1) Navigate to Phone/Email Translations and add below lines of code into the Translations such that Regular Expression to validate email address function will be called as soon as Phone/Email screen is loaded for entering details on screen. <script>  crm.ready(function ()  {  if (!crm.validateEmail(“emai_emailaddressbusiness”)) { crm.errorMessage(“This email is not valid”);  }});  </script> 2) Email address fields are not accessible through the UI, so this function will use as a RegExp to test the value of the field name and return a boolean to indicate if it’s a valid email address format or not. Above line of code can be added on any Standard or Custom screen of Sage CRM where you need to validate email addresses.
  • Sage CRM: Sales KPI dashboard in Sage CRM 7.3 Posted 4 years ago
    Sage CRM 7.3 contains numerous valuable new features that are applicable to many organizations, including enhancements to the out of the box delivered dashboards, and improvements to the report chart types available. Several new "Management Dashboards" are added by default. These are so called “Business Accelerators”. These dashboards give better picture of the organization data seating at the Director, CEO level. One of these dashboards is “Sales KPI for Managers”. Well, as the name suggests this dashboard helps you review the Key Performance Indicators using which you can effectively measure your organizational goals and successful activities.   This dashboard has some newly introduced and configurable gadgets which are as follows. 1. Monthly Sales Trends: This is built through effective usage of Combination charts. Using this gadget you can compare year on year sales per month. This year’s figures can be matched with the previous year’s figures. 2. Actual vs Target: It uses a Gauge chart. Gauge shows how the sales team is performing in terms of revenue against the Targets set. 3. Pipeline: It uses a funnel chart. Sales funnel is an innovative way of studying your sales ...
  • Sage CRM: Controlling Notification Count Posted 4 years ago
    In Sage CRM, almost any entity can cause a notification to be triggered based on a criteria. The most common notifications, and those that come "out of the box" are when a Task or Appointment reminder is triggered. Other common events are the creation or update of a Lead or Opportunity. In these events notifications may serve as an alert engine for the user. On-screen notifications are visible from anywhere in Sage CRM with a very small number of exceptions. In CRM 7.2, and CRM 7.3 (non-contemporary themes), notifications are displayed at the very top left corner of the CRM user interface, In CRM 7.3 using the new contemporary theme, the notifications icon appears in the top-right corner of the CRM user interface. By default the notifications area is collapsed and only a simple "Notifications" icon appears, along with a "count" of how many notifications there are. When a user clicks to expand the notification area, many notifications can be displayed at once. By default, 10 notifications are displayed at once. This may be too many, or too few depending on your needs. Suppose we ...
Read More »

We have become experts in CRM and ERP by implementing them many times. Let us help you be successful.

About Us

CRM Systems is a full-service professional service provider of end-to-end ERP and CRM solutions for the SMB business market.

We are experts at what we do.

Contact us today for more information.

Contact CRM Systems

CRM Systems serves all of the United States and Canada with particular emphasis on the south-western USA, Ontario and western Canada.

       
  • Toll Free (Sales): +1 888-344-2652
  • United States (General): +1 619-956-9189
  • Canada (General): +1 204-480-9772
  • sales@crmsystems.com
  • http://www.crmsystems.com

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