Maintaining accurate Account Manager ownership is essential for smooth sales operations and reliable customer data. One of our clients faced a challenge: they had a custom Account Manager field in Sage 100 that needed to stay in sync with Sage CRM’s Account Manager field.
While GUMU™ already supports bi-directional customer synchronization, the client required tighter control over the Account Manager field to ensure consistent, error-free data across both systems.
Custom Solution Delivered
To meet this requirement, we implemented a dedicated Account Manager synchronization customization within GUMU™. The solution includes:
- Integration of Sage 100 Account Manager field with Sage CRM Account Manager Field
- Custom Account Manager mapping screen within GUMU™
- Bi-directional updates to ensure consistency
This setup ensures that updates in either system are automatically reflected in the other, eliminating manual intervention.
How It Works
- Mapping Account Managers
Within Sage CRM, we provided a new Map Account Managers option which is available under Sage 100 Administration. Users can select the company (in multi-company environments) and map each Sage 100 Account Manager to a Sage CRM user. This mapping is mandatory and controls synchronization in both directions.
- Updates from Sage 100 to Sage CRM
When the Account Manager is updated in Sage 100, GUMU™ automatically triggers a real-time update in Sage CRM. No manual updates are needed. - Updates from Sage CRM to Sage 100
Similarly, when a change is made in Sage CRM, GUMU™ identifies the mapped Sage 100 value and updates it automatically. - Ongoing Synchronization
The bi-directional synchronization continues seamlessly during customer imports, updates, and promotions.
Business Benefits
- Accurate Account Manager ownership across CRM and ERP
- Reduced manual updates and data inconsistencies
- Improved data integrity and reliability
Conclusion
With this GUMU™ customization, our client can confidently manage customer ownership across Sage CRM and Sage 100. By integrating the custom Sage 100 Account Manager field with a dedicated CRM mapping screen, errors are minimized, and customer data is unified.
If your business uses Sage CRM and Sage 100 and wants to streamline or automate Account Manager synchronization, our GUMU™ integration solutions can provide a seamless and reliable connection between your systems