Category Archives: Sage CRM 2018

GUMU™ for Sage CRM – Sage 100: Real-Time Customer Data Sync from Sage 100 to Sage CRM

GUMU™ for Sage CRM – Sage 100 is a real-time, bi-directional integration that seamlessly synchronizes customer data between Sage 100 and Sage CRM. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process. At Greytrix, we continuously enhance GUMU™ for Sage CRM… Read More »

Pricing Flexibility with Global Discount in QLE

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 suite your company business process. In today’s competitive business environment, pricing flexibility is key to winning deals and maintaining strong customer relationships. To… Read More »

Improving Quote/Order Accuracy with Editable Item Descriptions in QLE

In dynamic sales environments, flexibility in managing product information is just as important as pricing accuracy. To address a specific client requirement, we implemented a customization in the QLE (Quick Line Entry) screen that enhances how item descriptions are handled during the quoting and order process. This solution ensures users have better control over item… Read More »

Optimizing Line Item Arrangement in QLE with Line#

GUMU™ for Sage CRM – Sage 100 application is a real-time bi-directional link where we synchronize all the customers and vendors data from Sage 100 to Sage CRM and vice versa. Using this integration, users can access critical ERP data — such as sales invoices, orders, and item sales history directly within the Sage CRM. With… Read More »

GUMU™ for Sage CRM – Sage 100: Real-Time Credit Limit & Credit Hold Checking from Company Summary Screen

GUMU™ for Sage CRM – Sage 100 application is a real-time bi-directional link where we synchronize all the customers and vendors data from Sage 100 to Sage CRM and vice versa. Using this integration, users can access critical ERP data — such as sales invoices, orders, and item sales history directly within the Sage CRM. At… Read More »

Strengthening Access Control with New User Permissions in GUMU™ Sage CRM – Sage Intacct Integration

GUMU™ for Sage CRM – Sage Intacct integration is a real-time bi-directional link which sync customer data from Sage CRM to Sage Intacct and vice versa. To enhance security and data governance, the latest version of GUMU™ introduces a User Permission Settings feature. This enhancement enables administrators to control user access more precisely by assigning permissions company-wise… Read More »

Auto Sync Customers and Vendors Data using GUMU™ Integration

GUMU™ for Sage CRM – Sage Intacct integration is a real-time bi-directional link which sync customer data from Sage CRM to Sage Intacct and vice versa.Maintaining accurate and up-to-date customer and vendor information across systems is essential. When your CRM and ERP are integrated, real-time visibility of data ensures better decision-making, improved productivity, and seamless collaboration across… Read More »

One-to-Many Company (Customer/Vendor) Linking in GUMU™

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. Managing customer and vendor data across CRM and ERP systems is one of the most… Read More »

Validations for Customer PO Reference on Sage CRM Orders Screen

The GUMU™ for Sage CRM – Sage 100 Integration is a real-time, bi-directional link that seamlessly connects Sage CRM and Sage 100 where users can view customers, vendors and sales information from either of the systems Sage CRM to Sage 100 and vice versa. In this blog, we discuss a recent customization implemented for a client who… Read More »