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CRM Systems: CRM Setup Factory for Sage CRM
CRM consultants or customers can use setup factory to package up changes to one CRM system and easily move them to another - at the push of a few buttons. Read below and visit our site to see our superb solution over CRM Component Manager
Compatible With: Sage CRM, Versions 5.8 , 6.0 , 6.1
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CRM includes a "Component Manager" feature that can be used to "record" and "playback" most modifications made to the CRM system. This tool is handy for planned minor changes that can be done in isolation and recorded.
 

However, real-life often interferes with the scenarios that make component manager useful. Most often you need to make changes ad-hoc, to multiple areas of a CRM implementation, and it can be quite difficult to coordinate component manager recording sessions. Also, most often component manager components are CRM version specific, and do not incorporate any extension pages (ASP or otherwise) that are required to really deploy your component on an automated basis. This can be frustrating.

Don't fret! CRM Setup Factory solves all of these problems, and more! CRM setup factory can be run at ANY TIME during your customization project, and you can granularly select exactly what you want to incorporate into your very own "Setup Factory" for deployment to other CRM systems. CRM Setup Factory is a windows application installed on the developer's desktop.

  • Completely CRM Version Independent
  • Dramatically improves consultants ability to customize CRM
  • Drastically increases CRM Consultants speed of work
  • Easy to transfer customizations between CRM systems
  • Dramatically decreases possibilities of errors and ommissions
  • Provides the only available Visual Studio capable software deployment method
  • Allows you to Back up your customized CRM system

  • 21CRM SYSTEMS Setup Factory for Sage CRM is a very powerful application and includes these features, amongst many others!

    • "Consultant" mode for quick and easy creation of "Setup Factories" that can be deployed.
    • "Developer" mode for granular, complex customization deployments that may be incorporated into application installers
    • CRM Version Independence - for example, package in CRM5.7, and deploy in CRM 5.8 - automatically!
    • Does not require "recording" changes as they are made
    • Granularity - select exactly what you want to build into your Setup Factory. Tables, screens, tabs, blocks, reports, etc.. all independently.
    • No CRM licensing requirements - can be used with CRM 100, 200, with or without Integration Server
    • Automatically installs or upgrades based on the current state of the CRM system
    • Is programmable, and can be incorporated into development projects as a .NET library.
    • .NET library contains customization components that allow the developer to tailor it to their specific needs
    • Setup Factory scripts are easily customized (modified) without learning a new scripting language
    • Can incorporate files into the Setup Factory - ASP pages, images (gif, jpg, etc), PDFs, or ANY document type located in ANY folder in the CRM custompages structure.
    • Is intelligent - auto senses CRM version, auto-senses upgrade vs new installation, auto-senses database connectivity issues, and can adapt to changing circumstances.

    Industries: Non-Industry Specific

    Business Needs: Contact Management