In today’s competitive business environment, having quick access to accurate customer financial and sales data is essential for making informed decisions. To help organizations gain better visibility into customer performance, we have introduced a “Sync Custom Field” button on the Company screen. We have a routine which syncs the This enhancement allows users to synchronize… Read More »
To Accurate tax handling is a critical part of efficient order management. To improve consistency between Opportunities and Orders, we have introduced an customization which was provided to a client that automatically applies the appropriate Tax Schedule during Order creation based on the Taxable status of the Opportunity. What Has Changed? The system will intelligently… Read More »
At GUMU™, we continuously strive to enhance Sage CRM functionality by introducing practical improvements that simplify business processes and improve user experience. In this blog, we are excited to introduce a new enhancement to the Quick Line Entry (QLE) screen — Improving Cost Accuracy with Drop Ship-Based Cost Control in Sage CRM Recently, one of… Read More »
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 »
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 »
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 »
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 »
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 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 »
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 »
