GUMU™ for Sage CRM – Sage 100 is a real-time, bi-directional integration that seamlessly connects CRM and ERP processes. One of its key strengths is its flexibility, allowing businesses to tailor the integration to match their specific operational requirements.
At Greytrix, we continuously enhance our GUMU™ Sage CRM – Sage 100 integration to improve data visibility and streamline business workflows. In this enhancement, we introduced a Quotes & Orders Pipeline Dashboard within Sage CRM that provides users with a centralized view of Sage 100 Quotes and Orders, helping them monitor sales activities and make informed business decisions without switching between applications.
This blog highlights a client-requested customization to display Sage 100 Quotes and orders data with pipeline and statistics panel in both My CRM and Team CRM contexts within Sage CRM.
My CRM – Quotes & Orders Dashboard
A new Quotes & Orders Dashboard has been added under the My CRM context, allowing users to view Sage 100 Quotes and Orders associated with them based on the Business Development assignment on the Company record.
To ensure optimal performance, the dashboard displays the last two years of data by default and initially loads Quote records. The clean and intuitive interface enables users to quickly access their sales information in a single location.
Interactive Pipeline & Statistics
One of the major highlights of this customization is the interactive Quotes & Orders Pipeline, designed similar to the standard My CRM > Opportunities pipeline in Sage CRM.
The pipeline provides a visual representation of Quotes and Orders across different types, including Quote, Standard Order, Back Order, Master Order, and Repeating Order. All types are displayed, even if no records are available for a particular order type, giving users a complete overview of their sales pipeline.
The pipeline is fully interactive. Selecting a Order type instantly filters the grid to display only the relevant records, making it easy to analyze specific Order Types without manually applying multiple filters.
A Statistics panel complements the pipeline by displaying key business metrics such as the Number of Orders and the Total Order Amount ($). The statistics update dynamically based on the selected pipeline Type and any filters applied, providing users with instant insights into their sales performance.
Smart Filtering & Excel Export:
The dashboard offers a wide range of filtering options, enabling users to quickly refine Quotes and Orders based on customer information, order details, sales representatives, territories, date ranges, and other business criteria.
The filters work seamlessly with both the pipeline and the statistics panel, ensuring that the dashboard, grid, and summary figures always remain synchronized. This allows users to drill down into their data and analyze sales trends with ease.
Built using Kendo Grid, the dashboard also provides an Export to Excel option, allowing users to export the filtered data for reporting, analysis, or sharing.
Team CRM – Quotes & Orders Dashboard
To provide managers with organization-wide visibility, a similar Quotes & Orders Dashboard has also been added under the Team CRM context.
Unlike the My CRM dashboard, the Team CRM dashboard displays global Sage 100 Quotes and Orders, allowing users to monitor sales activities across the organization from a single screen.
The dashboard includes the same interactive pipeline, dynamic statistics, advanced filtering capabilities, and Excel export functionality, ensuring a consistent user experience across both contexts. Additionally, managers can filter data by Outside Salesperson, making it easier to review the performance of individual Business Development representatives.
Key Benefits
- Centralized visibility of Sage 100 Quotes and Orders within Sage CRM.
- Interactive pipeline for quick visualization of sales stages.
- Dynamic statistics panel for instant business insights.
- Powerful filtering capabilities for faster data analysis.
- Excel export for reporting and sharing.
- Performance optimized by displaying the last two years of data by default.
- Separate dashboards for individual users and managers.
Conclusion
The Quotes & Orders Pipeline Dashboard enhances the GUMU™ for Sage CRM – Sage 100 integration by bringing ERP Quotes and Orders directly into Sage CRM through an intuitive and interactive interface. With its filterable pipeline, dynamic statistical summaries, advanced search capabilities, and Excel export functionality, users can efficiently monitor sales activities, analyze order trends, and make informed decisions—all without leaving Sage CRM.
Whether tracking personal Quotes and Orders through My CRM or reviewing organization-wide sales performance through Team CRM, this enhancement delivers improved visibility, increased productivity, and a more efficient sales management experience.
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
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.