The GUMU™ Sage 100 CRM integration is a fully bi-directional solution where users can have access to Sage 100 data wherever they log into Sage CRM. Connecting Sage 100 with Sage CRM allows customer-facing staff to view accounting data and create orders through the Sage CRM interface.
Recently, our team had the opportunity to work with one of our clients, in tailoring their Sage CRM system to incorporate their requirements to enhance their service productivity. Essentially, this customization was aimed at facilitating the promotion of their auto-generated Service Ticket number as Sage 100 Sales Order number while promoting a Sage CRM Order into Sage 100.
In this blog, we will provide insights into the customization features we integrated into our client’s Sage CRM system.
The client has introduced a field within the Sage CRM opportunity section. The choice made in this field dictates whether the opportunity being created is classified as a “Normal Opportunity” or a “Service Opportunity”. If this created opportunity falls under the “Service” category, a Service Ticket ID is automatically generated and saved in a designated field known as the “Service Ticket Number Field.” This ID is then stored in a designated field known as the “Service Ticket Number.” These IDs are generated in sequential order, ensuring an organized and structured approach to service ticket management.
Users have the ability to create multiple quotes or orders against the same Opportunity, in line with the standard Sage CRM functionality. When they promote a Sage CRM Order into Sage 100 using the GUMU™ promote order feature, the Service Ticket number from the Opportunity level is automatically carried over into the Sales Order Number field within Sage CRM. Subsequently, this information is synchronized into Sage 100, where it serves as the Sage 100 Order Number.
In the above customization, there were also chances of errors as the User had the ability to create multiple Quotes/Orders against the same Opportunity. However, this can lead to potential confusion, as every order will inherit the Service Ticket number from the Opportunity level. To tackle this issue, we’ve put in place a validation system. If a user attempts to create a new order for an Opportunity that already has a promoted sales order, a validation message appears: “A Promoted Order already exists against the Opportunity.” This simple yet effective measure helps minimize the risk of errors and avoid data redundancy.
If you’re interested in tailoring your CRM system to optimize your business processes feel free to contact us at sage@greytrix.com. Our team of experts is ready to help you achieve such GUMU™ customizations tailored to your specific requirements.
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 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 the 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, 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.