New Enhancements of GUMU™ for Sage CRM – Sage EM Integration in version 1.2

By | October 24, 2018

GUMU™ for Sage CRM – Sage EM integration is a real-time bi-directional integration between Sage CRM and Sage EM enables users to access customer, invoice and order information from either of these two systems.

New Stuff: Pre– Requisites for GUMU Sage CRM – Sage EM Integration

We are releasing new latest version (v1.2) of GUMU CRM – X3 Connector wherein we have incorporated below new enhancements/fixes.

1. Creating Quotes and Orders for Prospects (Non Promoted Customers) using GUMUX3 connector
Using this feature, users can create quote/order for prospects (non promoted customer) in Sage CRM. In order to create quote/order and load the price for non-promoted customer, user will have to set a dummy customer in GUMU™ Configuration which should exist in Sage EM and will be used for fetching pricing detail from Sage EM. For more information, kindly refer below blog link,
https://www.greytrix.com/blogs/sagecrm/2018/10/24/new-feature-creating-quotes-and-orders-for-prospects-non-promoted-customers-using-gumux3-connector/

2. Discount functionality on Quote/Order Item in Sage CRM
Using this feature, user can create quote and order in Sage CRM by adding discounts on line item level and later on can promote quote and order into Sage EM. The discount amount will get promoted into Discount 1 field of Sage EM. Discount will be calculated either on Percentage or Amount which will be applied on line item directly. It is applied as per it is defined in Sage EM under pricing structure in Discount 1 field. If user set percentage in Discount 1 field of pricing structure in Sage EM then discount will be calculated as per percentage and if user set amount in Discount 1 field of pricing structure in Sage EM then discount will be calculated as per amount.

3. Synching data of Statistical Groups from Sage EM to Sage CRM
User can synch the values of statistical groups i.e. Group 1, Group 2 and Group 3 fields. Once the data is synchronized using Synchronize dropdown feature, user can create and promote customer from Sage CRM to Sage EM using statistical group fields.

About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.

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