Overview of Dashboards and Charts Feature in Sage CRM using GUMU™ Sage CRM – Sage 100 Integration

By | September 3, 2022

GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process.

In the latest version of GUMU™ Sage CRM – Sage 100 Integration we have introduced some new features and one of them is we are now displaying Dashboards and Charts for Customers on Global and Individual level.

Users can find multiple graphics on single dashboard on the Sage CRM home page that has customer sales data. Refer below image.

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Similarly, the graphical interface that is shown on the CRM home page is also displayed for an individual Sage 100 customer on the Sage CRM Company Dashboard tab. Refer below image.

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In addition, we have charts related to the product family and monthly sales as shown in the picture below for Sage 100 customers on the Sage CRM Summary screen.

MONTHLY SALES

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PRODUCT FAMILY WISE SALE

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With the help of these features, users will now have the advantage of understanding sales data for customers and exploration analysis going forward.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners 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 the 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 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 the 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.