Imagine a sales representative is speaking with a customer over the phone. The customer asks about the latest invoice or available inventory. Without ERP data inside Sage CRM, users must switch to Sage 100, search for the required information, and then return to CRM. Repeating this process throughout the day reduces productivity. The Enhanced Dynamic… Read More »
In today’s competitive business environment, achieving sales targets is just as important as tracking actual sales performance. The Actuals Versus Target Gadget provided to one of our client provides organizations with a clear, visual comparison between sales targets and actual sales, enabling management and sales teams to quickly identify performance gaps and take corrective actions.… Read More »
In Sage CRM, one of our clients required a solution to monitor user activity on the Case entity. They wanted to know not only who modified a record, but also who viewed it and when. This level of auditing helps organizations improve accountability, maintain data integrity, and meet compliance requirements. To address this requirement, we… Read More »
GUMU™ for Sage CRM – Sage 100 is a real-time, bi-directional integration that seamlessly connects CRM and ERP processes. One of its key strengths is its flexibility, allowing businesses to tailor the integration to match their specific operational requirements. At Greytrix, we continuously enhance our GUMU™ Sage CRM – Sage 100 integration to improve data… Read More »
Document management plays a vital role in any CRM system. In Sage CRM, every entity—such as Company, Case, and Opportunity—has its own Documents tab where users can upload and manage attachments. However, the Documents tab displays only the documents associated with that specific record. For example, the Documents tab on a Case shows only Case-related… Read More »
In many business scenarios, users enter the starting year of an event, such as the year a company entered the transportation industry. Instead of manually calculating the total experience every year, Sage CRM can automatically display the number of years completed based on the current date. For example, if a user enters 2000 in the… Read More »
GUMU™ for Sage CRM – Sage 100 is a real-time, bi-directional integration that keeps customer, sales, and order data moving seamlessly between the two systems. It’s built to eliminate manual re-entry and keep both platforms in sync, giving users real-time visibility into the customer information that matters most. On a recent integration project, one client… Read More »
Anyone who has worked across a Sage CRM and ERP integration knows the risk: a customer gets placed On Hold in the ERP system, but the sales or support rep working the account in CRM has no easy way of knowing. They raise a quote, push an opportunity forward, or process an order — only… Read More »
our continuous efforts to enhance GUMU™ functionality, we remain committed to helping our clients improve usability, streamline their sales operations, and bring greater clarity to their pricing processes. In today’s blog, we are excited to introduce a new QLE enhancement — Cost and Markup % Fields — designed to give sales teams direct control over… Read More »
Timely communication is essential for effective CRM adoption and user engagement. To improve visibility of key CRM activities, we implemented an automated email notification solution in Sage CRM using a combination of SQL Triggers and Sage CRM Escalation Rules and view. This approach ensures that users receive relevant notifications whenever important events occur, helping teams… Read More »
