GUMU™ for Sage CRM – Sage X3 provides a real-time, bi-directional integration that synchronizes customer data between Sage X3 and Sage CRM. With this integration, CRM users gain direct access to critical ERP information such as sales orders and invoices, all within the Sage CRM interface.
Through continuous enhancements to the GUMU™, we help organizations maximize the value of their ERP–CRM ecosystem. By improving visibility into ERP sales data, our custom solutions support better decision-making, increased efficiency, and streamlined daily operations.
In this blog, we highlight a recent customization requested by one of our clients. The requirement was to display Sage X3 Quotes and Orders linked to Sage CRM Opportunities directly within the Company context in Sage CRM. The goal was to allow users to associate CRM Opportunities while creating Sage X3 transactions and provide an inquiry view in CRM to track opportunity-related ERP records.
The customer needed:
- The ability to link Sage CRM Opportunities while creating Sage X3 Quotes and Orders
- Visibility of opportunity-linked Sage X3 transactions within Sage CRM
- A centralized inquiry view at the Company level
To fulfill this requirement, a coordinated customization was implemented across both Sage X3 and Sage CRM environments.
On the Sage X3 side, a CRM Opportunity lookup field was added to the Quote and Order entry screens. This allows users to associate a specific Sage CRM Opportunity with each transaction at the time of creation, ensuring a direct relationship between ERP documents and CRM Opportunities.
On the Sage CRM side, two custom GUMU™ tabs were added at the Company context level:
- X3 Quotes Tied to Opportunity
- X3 Orders Tied to Opportunity
These tabs display inquiry lists of Sage X3 Quotes and Orders associated with CRM Opportunities, providing users with clear and organized visibility into opportunity-driven ERP transactions directly within Sage CRM.
If your business requires a similar customization to enhance visibility and integration between Sage CRM and your ERP system, please contact us to discuss your requirements.
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.