Category Archives: CRMMIG

Automating Order Status Sync Between Sage 100 and Sage CRM Using Windows Scheduler

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 order information across systems is critical for operational efficiency… Read More »

Updating Customer Latitude and Longitude Using GUMU™ for Sage CRM – Sage X3

GUMU™ for Sage CRM – Sage X3 is a real-time, bi-directional integration solution. One of its key features is its high level of customization, allowing GUMU™ to be tailored to suit your company’s specific business processes. What is Latitude and Longitude? Latitude and Longitude are geographic coordinates used to identify the exact location of a… Read More »

Salesperson Mapping for Vendors in Sage CRM & Sage 100

In a connected CRM–ERP environment, maintaining consistent ownership of records across systems is essential for operational efficiency. One common challenge businesses face is aligning vendor ownership between Sage 100 and Sage CRM. To address this, We implemented a Salesperson Mapping Functionality for Vendors, ensuring seamless synchronization between the Salesperson in Sage 100 and the Account… Read More »

GUMU™ for Sage CRM – Sage 100: Customer & Salesperson Commission Visibility within Sage CRM

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 »

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 »

Vendor Inquiry Tabs in Sage CRM – Sage Intacct GUMU™ Integration

GUMU™ for Sage CRM – Sage Intacct is a real-time, bi-directional integration that synchronizes customer and vendor data seamlessly between Sage Intacct and Sage CRM. This ensures data consistency across both systems and enables CRM users to access ERP information without switching platforms. With the GUMU integration, critical information from Sage Intacct is displayed directly within… Read More »

Import Opportunities into Sage CRM

Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT!, Goldmine, SLX,… Read More »

Migrate two or more company databases from any CRM to a single Sage CRM database company

Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT! , Goldmine,… Read More »

Migrate Company of a Contact that do not exist in company entity from Act! CRM into Sage CRM

Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT! , Goldmine,… Read More »

Migrate Contact from other CRM as Company record into Sage CRM

Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-user business requirements. We at Greytrix are focused to help the client in successfully implementing the new Sage CRM system through our various successful migration and integration solutions. We provide data migration services from different CRMs like ACT! , Goldmine,… Read More »