GUMU™ for Sage CRM – Sage 100 application is a powerful real-time, bi-directional integration that seamlessly connects your CRM and ERP systems. It enables businesses to effortlessly synchronize customer and vendor information between Sage 100 and Sage CRM, ensuring both platforms remain accurate and always up to date.
A GUMU customer recently approached us with a requirement to evaluate profitability directly while creating quotes in Sage CRM. They wanted clear visibility into both item-level and overall quote margins, using real-time cost data pulled from Sage 100.
Most quoting tools focus on selling price, but profit is equally important. Sales teams often run into questions like:
- Is this quote profitable after applying discounts?
- Which products carry lower margins?
- How does a change in pricing impact overall profitability?
- What is the real cost of the item from Sage 100 right now?
The Profitability Check customization addresses this need by delivering clear, real-time margin insights directly within Sage CRM—without exposing cost information to the user.
We introduced a new column in the Quote Item grid to display the Profit Margin % for each line item. This gives sales representatives an immediate understanding of how profitable each product is — even after applying discounts.
Beyond item-level visibility, we’ve also added a new field on the Quote Summary screen that displays the overall profitability % for the entire quote.
This gives decision-makers a clear, consolidated view of:
- Total selling amount
- Final profit margin for the full quote
With this summary insight, management can easily determine whether a quote aligns with internal profitability guidelines before giving approval.
Instead of relying on automatic recalculations—which can sometimes lead to confusion—we’ve given users full control over when profitability is updated. The Check Profitability button recalculates both:
- Line-level margin %, and
- Overall quote margin %
This lets sales teams:
- Adjust items or discounts
- Manually trigger a fresh profitability check
- Ensure all displayed margins remain accurate and current
To support this workflow, the system also shows a helpful reminder whenever line items are modified, prompting users to click the button to refresh profitability values.
Profitability is only as reliable as the cost data behind it. To maintain complete accuracy, this customization retrieves item cost directly from Sage 100 in real time whenever a product is added to a quote.
This GUMU™ customization transforms Sage CRM into a more intelligent, financially aware quoting platform, delivering real-time margin insights and accurate cost integration.
If your organization is looking to implement similar profitability tools or explore custom enhancements using GUMU™, our team is here to support you. Reach out anytime—we’ll be happy to help.
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 add-ons 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.