GUMU™ for Sage CRM – Sage 100 ERP integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Thus users can have a 360 degree view of customer data within both the systems.
In our GUMU™ Integration we keep on adding new features for your business growth. In the upcoming GUMU release we are planning to add new feature that will lead to ease of understanding as we previously did by adding key statistics field on company summary screen.
Today, in this blog we discuss about the new feature which we have added in our standard product. We have added Last Sales Order Date functionality which will get synch on Company Summary screen using Import Custom Fields routine. Refer below screenshot.
The above information is fetched when users Import the customer records using Import Custom Field routine process. We have added checkbox of Last Sales Order Date on Import Custom fields screen wherein user will have to check that checkbox so that customer’s Last Order Date will get sync into Sage CRM. User can select any criteria i.e Date or Customer Number range for synching the record. Refer below screenshot.
Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.
Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 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 migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like 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 Champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace.
For more information on our integration solutions, please contact us at email@example.com. We will be glad to assist you.