GUMU™ for Sage CRM – Sage 100 is a real-time, bi-directional integration that seamlessly synchronizes customer data between Sage 100 and Sage CRM. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process.
At Greytrix, we continuously enhance GUMU™ for Sage CRM – Sage 100 to help businesses maintain accurate financial control while improving operational efficiency.
In this blog, we highlight a recent enhancement that enables users to synchronize customer-related data from Sage 100 to Sage CRM in real time with a simple click.
In many business scenarios, users working in Sage CRM require immediate access to the latest ERP information while interacting with records in CRM. To address this need, we have implemented a functionality that allows users to fetch real-time data from Sage 100 directly within Sage CRM.
A custom button is provided within Sage CRM, which allows users to trigger synchronization for the relevant record. When the user clicks this button, the system retrieves the latest information from Sage 100 and updates the corresponding data in Sage CRM.
For example, in a customer context, the button(I.e. Sync Data) can retrieve information such as last sales order details, YTD sales, LYTD sales, last invoice date, salesperson, credit limit, and other relevant financial data directly from Sage 100.
This functionality is not limited to customer information. It can be used to synchronize various types of ERP data from Sage 100 into Sage CRM.
Types of Data That Can Be Synced
Depending on the business requirement, the button functionality can be configured to sync different types of data such as:
- Customer information
- Vendor details
- Product or item data
- Sales orders
- Invoice information
- Financial and transactional data
- Any additional ERP fields required by the client
Flexible and Customizable Implementation
One of the key advantages of this enhancement is its flexibility. Since GUMU is a customizable integration, the synchronization functionality can be tailored according to the client’s business requirements.
Additionally, the functionality is not limited to standard CRM entities. It can also be implemented for custom entities in Sage CRM, enabling businesses to synchronize ERP data wherever it is required within their CRM workflows.
Conclusion
This real-time synchronization feature enhances the integration between Sage 100 and Sage CRM by allowing users to fetch the latest ERP data directly from within the CRM interface. With the ability to synchronize multiple types of records such as customers, vendors, products, orders, and invoices, businesses can ensure that their CRM system always reflects accurate and up-to-date information from Sage 100.
For more information about GUMU™ integration link, please refer below links:
Blog link:
https://www.greytrix.com/blogs/sagecrm/tag/gumumas/
YouTube video link:
https://www.youtube.com/watch?v=r1QlaTC0PX4
For any queries related to GUMU integration, you can contact us at sage@greytrix.com