Category Archives: Sage CRM 2019 R1

Salesperson Commission Tracking in Sage CRM Using Commission tab

With our continuous efforts to enhance GUMU™ functionality, we remain focused on simplifying day-to-day processes and making important data easier to access for users. In this blog, we are introducing an enhancement that helps teams track and analyze sales commissions directly within Sage CRM in a much more structured way. In practical scenarios, commission data… Read More »

Seamless Prospect Synchronization Between Sage CRM and Sage X3

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 fast-paced business environment, maintaining accurate and up-to-date prospect data across systems is essential for effective sales… Read More »

Enhancing Operational Efficiency with Custom Work Order Functionality in Sage CRM

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 fast-paced business environment, having real-time access to accurate operational data is critical for decision-making and customer… Read More »

Sync Active Salesperson in Sage CRM: Ensuring Accurate Sales Assignment with Sage 100 Integration

In one of our recent Sage CRM and Sage 100 integration projects, the client faced an issue where inactive salespersons were still visible and selectable in CRM during transaction processing. This led to incorrect assignments in quotes and orders, impacting reporting and overall data accuracy. To resolve this, we implemented a “Sync Only Active Salesperson”… Read More »

Automating Credit Control in Sage CRM: Allow Credit Checkbox Based on Term Code

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 and analyze customers, vendors and sales information data from either of the systems Sage CRM to Sage 100 and vice versa. With GUMU, organizations can eliminate manual data entry, improve data… Read More »

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 »