Easy accessibility to GUMU Dashboard with our new features

By | September 21, 2020

GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. Using GUMU™, a user can promote Sage CRM Company, promote sales order from Sage CRM to Sage 100. In addition to this, all the information for Sage 100 customer flows between Sage CRM – Sage 100 on real time depending on your configured settings option in GUMU™ configuration.

Today in this blog, we will discuss about the changes which we have made in our GUMU Dashboard.

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

The dashboard is termed as data visualization and analysis tool that displays on one screen. Usually enabling users to access the data that underlies charts and graphics for further analysis.

The GUMU dashboard generally shows summary of sales activity in a graphical format. So as one can understand their sales activities in a glance and can make decisions whenever and wherever they needed to be made. In our new feature we have introduced fields such as Fiscal period and Fiscal year in the place of Date picker. User can find GUMU Dashboard under My CRM.

The Fiscal Year and Fiscal Period selection fields will provide you the exact same options value which are being configured in Fiscal Year Maintenance under Sage 100 application according to the company code.

User can view all the GUMU Dashboard data like Top 10 customers, Top 10 Items, Sales by Salesperson, etc. by just selecting proper Fiscal period and year. It will display data on real time directly from Sage 100.

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.