GUMU™ for Sage CRM – Sage 100 application is a powerful, real-time bi-directional link that connects your CRM and ERP systems. With this integration, businesses can effortlessly synchronize customer and vendor data between Sage 100 and Sage CRM — ensuring both systems always stay up to date.
Through GUMU™, users gain direct access to key ERP information such as sales invoices, orders, and item sales history right from within Sage CRM. This not only enhances visibility but also empowers sales and service teams to make faster, more informed decisions without switching between multiple systems.
With every version, GUMU™ Integration for Sage CRM – Sage 100 continues to evolve by offering features that enhance usability, visibility, and decision-making for sales and service teams.
The latest release, GUMU™ 5.6.0.4, introduces a key enhancement that adds significant flexibility to how users access transactional data.
With this release, the Order and Quote tabs are now available not only within the Company context but also under the Person (Contact) context in Sage CRM — delivering greater data accessibility and an improved user experience.
The new version of GUMU™ introduces an expanded data visibility model, allowing users to:
- Access Orders and Quotes directly from both the Company and Person record screens.
- View and analyze sales transactions related specifically to a contact, rather than only at the company level.
Lets consider a scenario where a Sage CRM user is following up with John Doe, a purchasing contact at Acme Corporation, who previously requested a quotation for new equipment.
In earlier versions of GUMU™, the Sage CRM user had to open the Acme Corporation Company record navigate to the specific Opportunity to view all associated quotes and orders.
Now, with GUMU™ 5.6.0.4, the representative can directly open John Doe’s Person record and instantly view all related transactions through the new Order and Quote tabs.
This allows for a faster, more focused interaction — the representative can quickly reference John’s quote details, check order statuses, and proceed with updates or follow-ups without changing screens.
It enhances both productivity and the customer experience by ensuring every detail is easily accessible from the point of contact.
By providing Order and Quote visibility within both Company and Person contexts, GUMU™ ensures that relevant information is always within reach, and the Sage CRM Users can review past quotes, order history from a Company or its Contact record.
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.
