Our GUMU for Sage CRM – Sage Pro is a real time integration link. Today in this blog, we will discuss how real time changes from Sage Pro to Sage CRM and vice versa works. Below are the List of Real Time processes. 1. Creating/updating Customer records from Sage Pro to Sage Pro CRM and vice versa… Read More: Real time changes from Sage CRM to Sage Pro and… »
Sage CRM is very much flexible to manage different type of scenarios as per the business needs. But we can’t even deny the level of comfort gained through Standard CRM system which helps in managing the time with the amount of functionalities offered. In below article, I will explain one such functionality of CRM which… Read More: How Territory is set to User Home Territory? »
In every CRM integration, viewing dashboards and real time information is an important part. It helps an organization in many ways in their daily business life. Dashboards visualize data to display the current status and key performance indicators (KPIs) for a business. It consolidate and arrange numbers, and performance scorecards on a single screen so… Read More: Dashboard and Real time Inquiry information »
Now a days, business have shifted on Mobile using Mobile Apps. In our busy schedule accessing information has become easy and quick through Mobile. By using Sage CRM on your mobile or tablet device, one can easily work outside the office as they work inside the office. Greytrix has come up with availability to synchronize… Read More: Sage CRM available as a Mobile App »
As we know SAGE CRM provides a feature of Escalation to send important Reminders or Notifications to our valuable customer. This feature is available for the standard entities of CRM like Cases, Opportunity, etc. But the same functionality and processes can be utilized for customized entity as well. In this blog, we will be explaining… Read More: Enabling Escalation feature for Secondary Entities »
GUMU™ Sage CRM – Sage Pro integration is real bi-directional integration. Now in this blog we would be explaining step-by-step process of bringing Products in Sage CRM from Sage PRO using GUMU™ Integration. To import product please follow below steps: 1. Navigate to Administration >>Greytrix PRO integration >>Import Products option. You will find the below… Read More: Import Product in Sage CRM – Sage PRO integration »
Our GUMU for Sage CRM – Sage 50 integration link is external utility which brings data from Sage 50 to Sage CRM and vice versa. Today in this blog we will go through one of the GUMU routine “Import Products”. In our GUMU for Sage CRM – Sage 50 integration link user can create and… Read More: Import product from sage 50 to Sage CRM »
GUMU for Sage CRM – QuickBooks integration is external synch utility which synch data to and from QuickBooks and Sage CRM. It has various system processes like Import customers, Import products, Promote customer, Promote orders etc. We can schedule these processes to automate synch functionality. Today we will discuss about GUMU™ Scheduler available for Sage… Read More: GUMU™ for Sage CRM – QuickBooks integration – GUMU Scheduler »
GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage X3 and vice versa. In our last post, we have gone through Creating additional contacts from Sage CRM to Sage X3 in which we discussed how Sage CRM user can create… Read More: Creating additional Addresses from Sage CRM to Sage X3 »
GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage X3 and vice versa. In GUMU™ for Sage CRM – Sage X3 integration, user can sync all the customers from Sage X3 to Sage CRM using Import Business Partners feature. This… Read More: Creating Additional Contacts from Sage CRM to Sage X3 »
