Author Archives: greysagecrm

Sage Summit 2015 New Orleans – Countdown begins

Sage Summit (#SageSummit) – The most awaited Sage event of the year is scheduled to begin on July 27, 2015 at the beautiful city of New Orleans, LA. With thousands of guests attending each year, this is an event that needs no introduction in the Sage community. Small and Medium Enterprises from across the world,… Read More »

Effective use of CPQ (Configure Price Quote) in Sage CRM

No matter what business you are into, you will be doing sales and essentials of a comprehensive sales process are products, price list, configurable product quote along with their own business logics and processes. Traditionally business have been working in an unstructured manner. Financial and sales analysis was done using MS excel and preparing reports… Read More »

Unexpected event on converting Lead to Opportunity in Sage CRM 7.3

With the latest release of Sage CRM 7.3, Sage has introduced many valuable features which has proved very beneficial for every business sector. However, while working on Sage CRM 7.3 version we encountered an issue during lead to opportunity conversion process.  New Stuff:  Wrapper error in Sage CRM – Part 2 As we all are aware… Read More »

Key benefits of CRM and ERP Integration | Greytrix

Traditionally, the ERP system automates the management of purchasing, distribution, Planning, Manufacturing, Account Receivable, Payable and Product-Inventory data. CRM systems are customer facing and manage sales, customer service, and lead generation. Because of the different areas that these respective systems handle, they are designed differently and are often incompatible. What if we integrate both CRM… Read More »

Wrapper error in Sage CRM – Part 2

As we all know “SageCrmWrapper.dll” is one of the most important dll used among most of the Sage CRM custom entities. We have already posted few blogs regarding wrapper and other .dll issues which occurs in Sage CRM. In today’s blog, I will explain you one such scenario that was encountered during our recent implementation… Read More »

How to avoid filing of Junk emails in Sage CRM

In today’s fast growing business world, communication plays a very vital role. And when communication comes into picture, Emails has been proved as the widely used and very effective tool of communication. As we all know, Outbound and Inbound email functionalities are properly embedded through Sage CRM keeping its ease of use in mind. But… Read More »

Sync Company Data from Sage CRM.com to Sage 50 (US) using GUMU™ link

GUMU™ for Sage CRM.com – Sage 50 (US) integration link is an external bi-directional sync utility which synch data from Sage CRM.com to Sage 50 (US) and vice versa. New Stuff: Calculate Sales tax in Sage CRM using AvaTax API In our previous blog, we gone through the process to Synch orders from Sage CRM… Read More »

Running VI Import in GUMU™ integrated system

Our GUMU™ integration is a real-time bidirectional link where customers are created / updated from Sage 100 to Sage CRM on real time basis.  GUMU™ integration uses the Sage CRM web services to read – write data into Sage CRM from Sage 100 on real time basis. This is done by using GUMU™ Sage 100… Read More »

Map single Sage CRM User with multiple Sage 100 Salespersons

GUMU™ for Sage CRM – Sage 100 integration is real time, bi-directional link and it is completely customizable. Today, we will discuss one of such useful customization where user wanted to map their single Sage CRM user with multiple Sage 100 sales persons. New Stuff: GUMU™ for Sage CRM – Sage 100 integration with AvaTax… Read More »