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.
This customization introduces a comprehensive AR Profit Analysis solution in Sage CRM, enabling organizations to analyze sales performance and profitability across three critical business levels:
- Global Level – Organization-wide performance with salesperson-based filtering
- Customer Level – Profitability analysis per customer across associated salespersons
- Invoice Level – Detailed cost and gross profit visibility at the transaction level
The primary objective is to deliver actionable financial insights directly inside Sage CRM, reducing dependency on external reporting tools and eliminating manual calculations.
Global-Level Profit Analysis
At the Global Level, users can filter data by Salesperson or view consolidated results for all salespersons. This view displays combined performance data for all companies associated with the selected salesperson, providing management teams with a high-level overview of organizational sales performance, profitability trends, and revenue contribution.
Customer-Level Profit Analysis
At the Customer Level, a new custom tab has been added to the Company screen in Sage CRM. This tab presents consolidated profitability data for the selected customer across all associated salespersons. It provides key financial insights such as total invoiced value, cost, gross profit, and gross profit percentage, enabling teams to better understand customer profitability and account performance.
Invoice-Level Cost and Gross Profit Visibility
At the Invoice Level, cost and gross profit details are displayed directly on the AR Invoice Details screen. These values are calculated using invoice history data and provide complete transaction-level transparency. Users can quickly evaluate the profitability of individual invoices without running external reports or navigating to ERP screens.
The AR Profit Analysis and Sales Performance customization transforms Sage CRM into a powerful profit intelligence platform. By bridging the gap between operational CRM data and financial insights, this solution empowers organizations to track profitability with greater clarity, accuracy, and confidence.
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.