GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional integration solution that connects Sage 100 (formerly known as MAS 90/200) and Sage CRM systems. It allows for seamless data synchronization between the two systems, enabling the sharing of information and providing a comprehensive view of customer and financial data across both platforms.
Every business is unique, and so are their needs when it comes to customer relationship management. To cater to the specific requirements of our valued clients, we have provided customization options that empower users to tailor their Sage 100 customer sales data in the form of the dashboard in Sage CRM. In this blog post, we will explore the customization options provided to clients, focusing on two primary grid views: Salesperson Wise and Account Wise, and how they can streamline the sales data visualization process.
One of the key customizations revolves around the choice between two grid options on the first page: SalespersonWise and AccountWise. Also, these data are shown for the current year and the prior year with their % change value in a tree-list-like structure.
SalespersonWise Grid
By default, when users access their Sales Dashboard, they are presented with the Salesperson Wise Grid. This view is designed to display integrated Sage 100 ERP sales data for individual salespeople. The data presented here adheres to specific criteria to ensure relevancy:
Salesperson Value: The sales data shown corresponds to the salesperson assigned to the Sage 100 customer. This information is fetched from the Sage CRM Company Summary screen.
Territory: It includes the territory assigned to the respective salesperson.
User Filter: The data is further filtered to include only users who belong to the current Sage CRM logged-in user’s Home Territory and any lower-level territories underneath it.
Accountwise Grid
While the SalespersonWise Grid is the default view, we understand that different users may have varying preferences and requirements. Therefore, users have the option to switch to the AccountWise Grid if it better suits their needs. The AccountWise Grid allows the user to focus on Sage 100 customer sales rather than individual salespeople.
Comprehensive
Customer Data: This view displays sales data in the TEAM CRM aggregated by Sage 100 customer sales, offering a holistic view of sales performance across accounts.
Territory: It includes the territory assigned to the respective salesperson.
User Filter: The data is further filtered to include only users who belong to the current user’s Home Territory and any lower-level territories underneath it.
Seamless Grid Navigation
In addition to choosing between SalespersonWise and Accountwise Grids, in the dashboard, we have offered a seamless navigation experience that allows users to delve deeper into their data:
SalespersonWise: The starting point for most users, this grid is the gateway to personalized sales data, focusing on individual salespeople’s performance.
Accountwise Grid: For users who prefer a broader view of customer accounts and sales data across territories, the Accountwise Grid is just a click away.
Itemwise Grid: Further drilling down, the Itemwise Grid offers insights into sales performance based on products or items used against that particular Sage 100 customer, aiding in inventory management and product-focused strategies.
Invoice Grid: Zooming in on transactions, the Invoice Grid provides an overview of invoices generated for the item against which the user has clicked the hyperlink, helping users track revenue generation.
Invoice Details: The final stage of navigation, Invoice Details, offers a granular view of individual invoices, including itemized information, quantities, and pricing details.
Customization is key to delivering a user-friendly experience, and our tailored Sales Dashboard reflects our commitment to meeting our clients’ unique requirements. With two grid options, intelligent data considerations, and seamless navigation, it empowers users to make informed decisions and drive sales success. We will continue to innovate and adapt our software to ensure that it meets the evolving needs of our valued clients.
Do contact us at sage@greytrix.com, if you are in need of such a custom dashboard at your end.
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.