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.
Today in this blog, we will discuss how we can sync Salesperson data from Sage 100 to Sage CRM under Company Summary screen using GUMU™ Integration.
New Stuff : Synching Last Sales Order Date using GUMU™ Sage CRM – Sage 100 Integration
On Company Summary screen of CRM we have added new field a new field ‘Salesperson’ is added which is being sync on Import Customer and real time from Sage 100 to Sage CRM using GUMU as shown on below screenshot.
As per CRM User mapping functionality on CRM, the account Manager and CRM user will get map according to the Salesperson on Company Screen. Refer both below screenshots.
Thus with these new addition of field on Sage CRM Company screen to the existing GUMU™ for Sage CRM – Sage 100 Integration, we are sure this will make the integration link a must-have add-on across all industries using CRM and Sage 100 ERP.
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 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 Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.