Tag Archives: Sage CRM

Greytrix Sage CRM – Sage X3 Integration – All info about Trial, versions supported, migration et al

Greytrix, a Global ISV and a multi award winner for Sage ERP and Sage CRM has reaffirmed its close relationship with Sage by receiving the Rockstar ISV Status for its flagship product – GUMU™ for Sage CRM – Sage X3 Integration. Greytrix receives this highest accolade from Sage that authorizes GUMU™ for Sage CRM –… Read More »

Setting require of – Bulk Import from Sage X3 to Sage CRM

Today, in this blog we will discuss about the setting required for Importing Customer/Products from Sage X3 to Sage CRM in Bulk using GUMU™ Sage CRM – Sage X3 Integration. New Stuff: New Features in GUMU™ for Sage CRM – Sage X3 Integration – Link Business Partners Please follow the below steps to configure ERP X3 database… Read More »

Deduplication on Company Phone and Email Details

Sage CRM gives us the provision to validate the duplicate company records with the help of Deduplication applied on Company Name or other company details, however there is no such standard method to validate Phone or Email details existing in the system. In this blog, I will share a method through which you can apply… Read More »

Delete Quote Line Items using JavaScript

We all are much familiar with Quote mechanism provided by SAGE CRM. We can manage quotes for an opportunity and also further can convert it to order for our customers. This functionality allows us to add Line Items or Products against it. In this blog, I will explain how we can delete line item record… Read More »

Sage CRM 2017 R1: Reimagine how you use CRM in your Business

Customer Relationship Management (CRM) is amongst the most valuable systems that businesses can implement. Enterprises have realized that fastest way to increase sales and profits is by investing in CRM and using it to put the customer at the heart of their business. A CRM brings together the customer information that can be translated into… Read More »

Configuring SData in Sage 100 to use it in Sage CRM – Part II

In our last blog, we have gone through how we can install SData option in Sage 100. Today in this blog we will discuss how we can configure and provide permissions which are required for Sage 100 user so that we can use it in Sage CRM. New Stuff: Switch between Opportunity and Order/Quotes in Sage CRM… Read More »

GUMU™ for Sage PRO – Sage CRM Integration is compatible with Sage CRM v7.3 SP3

Our GUMU for Sage CRM – Sage Pro is a real time integration link just like our other integration products GUMU Sage CRM – Sage 100,  GUMU Sage CRM – MAS 500,  etc.  This new integration  now also supports multiple browsers. New Stuff: GUMU Sage CRM side configuration for Sage 100 ERP Integration Now GUMU™ for Sage… Read More »