GUMU™ for Sage CRM – Sage 100 integration link is real time bi-directional link. In GUMU™, there are some processes which are real time processes that mean whatever changes users are doing in Sage 100, it will immediately get updated in Sage CRM and vice versa. Today in this blog, we will go through list of those real time features.
New Stuff: Import Sage 100 Sales order data into Sage CRM
Real time processes in GUMU integration:-
– Creating/editing new customer records from Sage 100 to Sage CRM.
– Creating /editing customer records from Sage CRM to Sage 100.
– Fetching pricing information from Sage 100 while creating order/quote in Sage CRM for a Sage CRM customer/prospect.
– All GUMU Tabs present under company context display data on real time basis
– Creating/updating products on real time feature
Let’s discuss each process in details.
Creating/editing customer records from Sage 100 to Sage CRM:-
If Sage 100 users update/create records in Sage 100, it will get updated/created in Sage CRM immediately unless Sage 100 administrator OR Sage 100 and Sage CRM administrator has restricted synchronization setting.
Editing customer records from Sage CRM to Sage 100:-
In Sage CRM, whenever Sage CRM user updates customer records linked with Sage 100, it automatically gets updated in Sage 100 application immediately, unless Sage CRM admin has restricted changes in GUMU™ module and GUMU configuration.
Fetching pricing information from Sage 100 while creating quote/order in Sage CRM for a Sage CRM customer/prospect:-
While creating quote/order in Sage CRM, GUMU fetch the pricing information for that product from Sage 100 application directly. It loads the pricing same as the pricing appears for a product while creating sales order in Sage 100 application.
All GUMU Tabs present in sage CRM under company context displays data on real time basis:-
We are displaying, AR Inquiry and Order Inquiry, Sales Summary, Item Sales history data on real time basis directly from Sage 100 to Sage CRM in GUMU TABS for a linked customer.
Update/create product from Sage 100 to Sage CRM on real time basis:-
We have this feature in our GUMU to create/update product from Sage 100 to Sage CRM on real time basis.
1. Synchronization setting in GUMU for Sage CRM – Sage 100
2. Sage 100 user mapping with Sage CRM User
3. Sage CRM and Sage 100 user configurations for GUMU integration
4. GUMU™ Pre-requisite Setting for IIS
5. GUMU Sage 100 Tips – Creating additional contacts from Sage CRM to Sage 100