Author Archives: Greytrix

Customize Ergonomic Theme in Sage CRM 2023 R1

Sage CRM serves as comprehensive solution for Customer Management needs. With each upgrade and iteration, Sage consistently introduces new features and refines user functionality. These continuous enhancements aim to streamline Customer Relationship Management, making it more accessible and user-friendly. The ultimate goal is to enhance adoption rates, improve data accuracy and completeness, gain deeper customer… Read More »

Troubleshooting Unwanted “Leave Site?” Alerts in Sage CRM

As you’re aware, users gain access to Sage CRM by simply launching a web browser and directing themselves to the CRM’s dedicated web application, which is securely hosted on a remote server. Consequently, any updates introduced in browser versions have the potential to ripple through and influence the performance of Sage CRM. Notably, a substantial… Read More »

Dashboards and Charts Feature in Sage CRM using GUMU™ Sage CRM – Sage X3 Integration

GUMU™ for Sage CRM – Sage X3 integration is a real time, bi-directional link.  In our last post, we went through the GUMU Integration Chart Feature In GUMU™ for Sage CRM. Recently, we have added a feature where Sage CRM system administrator can map a Sage 100 user with a Sage CRM user. Today in this blog… Read More »

Expanding GUMU Dashboard Visibility in Sage CRM: A Step-by-Step Guide.

In the realm of business optimization, data flow and customer engagement takes center stage. The GUMU™ Sage 100 CRM integration emerges as a game-changing solution, with its bi-directional connectivity, this integration empowers customer-facing professionals with the flexibility to view accounting data and generate orders directly through the Sage CRM interface. Moreover, this integration ensures that… Read More »

Disable Click to dial Links on Phone Number in Sage CRM

Sage CRM allows to create and maintain Customer and their Account information in CRM. This information can be either their Company details, personal details, Email, phone numbers etc. We can even add multiple contact details against one company. Some industries used to do tele calling to their customers or customers calls them regarding their queries… Read More »

Demystifying Price Hierarchy in the Sage CRM-Sage 100 GUMU™ Integration

In today’s fast-paced business landscape, effective integration between key systems is more critical than ever. That’s where GUMU™ for Sage CRM and Sage 100 ERP comes into play. This powerful and customizable integration link establishes a real-time bi-directional connection between the two platforms, ensuring a seamless flow of customer data. In this blog, we will… Read More »

Custom Product Family Sage CRM QLE Screen.

The GUMU™ Sage 100 CRM integration is a fully bi-directional solution where users can have access to Sage 100 data wherever they log into Sage CRM. Connecting Sage 100 with Sage CRM allows customer-facing staff to view accounting data and create orders through the Sage CRM interface.  Recently, our team had the opportunity to work with one… Read More »

Overview of Charts Feature in Sage CRM using GUMU™ Sage CRM – Sage 100 Integration

GUMU™ for Sage CRM – Sage 100 application is a real-time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suit your company’s business process. In the latest version of GUMU™ Sage CRM – Sage 100 Integration we have introduced some new features and… Read More »

Hiding Costs related fields in GUMU™ Integrated Sage CRM.

GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Using GUMU integration, we have displayed most of the information directly from Sage 100 in a custom tab in Sage CRM. New Stuff: Real Time Work… Read More »