In today’s competitive business environment, timely access to sales data is essential for making informed decisions. The Monthly Actual Sales Gadget was provided to one of our client which provides sales managers, executives, and business users with a clear and interactive overview of monthly sales performance, helping organisations monitor trends, compare historical data, and track… 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 »
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™ integration to simplify day-to-day business operations. As part of… 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 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 »
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 »
In Sage CRM, one of our clients came with a requirement to automate their invoice processing workflow. Previously, invoices were entered manually through a portal and validated against predefined acceptance and denial rules, making the process time-consuming and prone to errors. To address this challenge, we developed an Automated Invoice Import Functionality that imports invoices… Read More »
Every business wants a better understanding of its customers’ purchasing patterns. Recently, one of our customers approached us with a requirement to view sales data over longer periods directly within Sage CRM. The customer was already using the existing Rolling 12 Months field but wanted additional visibility into customer sales history over multiple years. They… Read More »
Managing product information is an ongoing activity for businesses that maintain large product catalogs in Sage CRM. Whether it involves updating product details or refreshing product images, performing these tasks individually can consume significant time and effort. One of our clients approached with a requirement to simplify product maintenance within Sage CRM. The client wanted… Read More »
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 »
