The GUMU™ for Sage CRM – Sage 100 Integration is a real-time, bi-directional link that seamlessly connects Sage CRM and Sage 100. This integration synchronizes customer and vendor data between the two systems, allowing businesses to maintain consistent and accurate records.
In Sage CRM, Gadgets are ready-made dashboard components designed to display important business data in a summarized and visual format. They provide users with quick insights without the need to navigate through multiple screens or run manual reports.
To enhance visibility for one of our clients, we implemented a customization that introduces two new dashboard gadgets:
- My Open Orders
- My Open Quotes
These gadgets display only the active orders and quotes assigned to the logged-in user, based on salesperson mapping between Sage CRM and Sage 100.
Key Benefits
1. Personalized Data Access
Each user sees only the records assigned to them. This eliminates confusion and ensures complete clarity in ownership of transactions.
2. Real-Time Insight
Because the data is synchronized between Sage CRM and Sage 100, users are always viewing the most current information.
3. Faster Follow-Ups
Open orders and quotes are visible at a glance, enabling quicker customer communication and reducing the risk of delays.
4. Improved Accountability
Sales teams gain better control over their pipeline, helping them manage responsibilities more effectively.
Dashboards should not just display data — they should deliver actionable insights. By providing a focused view of open orders and quotes, this customization transforms the Sage CRM dashboard into a powerful sales management tool.
This enhancement demonstrates how flexible integration between Sage CRM and Sage 100 can help organizations streamline operations, improve responsiveness, and empower their sales teams with the information that matters most — exactly when they need it.
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.