New Feature – Synching Customer Status field from Sage 100 to Sage CRM using GUMU

By | September 14, 2020

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 this blog, we will go through the new feature which we have added in our latest GUMU™ Integration product which will give the Integration users more functionality and flexibility towards business processes. So, today we will discuss about new criteria i.e. added on Import Customer routine under Sage CRM.

New Stuff : Synching Last Sales Order Date using GUMU™ Sage CRM – Sage 100 Integration

In Sage 100 the customers are classified on basis of Active, Inactive and Temporary under status field. But in CRM the user directly used import customer functionality without considering this criteria so as making the user import irrelevant customers into CRM.

So as to solve this, we have added a new field on Import Customer routine as Customer Status as mentioned in below screenshot.

Now the user can sync the Sage 100 customers according to its status in Sage CRM by using customer status field and verify the ERP Customer Status in Sage CRM. Refer below screenshot,

User can sync the Customer ERP Status field on real time from Sage 100 to Sage CRM.

About Us

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 X3Sage IntacctSage 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 migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage 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 sage@greytrix.com. We will be glad to assist you.