Category Archives: Integration

Monthly Actual Sales Gadget: Transforming Sales Data into Business Intelligence

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: Monthly Actual Sales Gadget: Transforming Sales Data into Business Intelligence »

Actuals Versus Target Gadget – Monitor Sales Performance with Confidence

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: Actuals Versus Target Gadget – Monitor Sales Performance with Confidence »

Sage CRM Audit: Record View and Change Tracking.

In Sage CRM, one of our clients required a solution to monitor user activity on the Case entity. They wanted to know not only who modified a record, but also who viewed it and when. This level of auditing helps organizations improve accountability, maintain data integrity, and meet compliance requirements. To address this requirement, we… Read More: Sage CRM Audit: Record View and Change Tracking. »

GUMU™ for Sage CRM – Sage 100: Export YTD Sales Details to Excel from Customer Context

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: Export YTD Sales… »

GUMU™ for Sage CRM – Sage 100: Quotes & Orders Pipeline Dashboard for Enhanced Sales Visibility

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: Quotes & Orders… »

Sharper Shipping Control: Ship-to Code and Shipper Account Number Enhancements in GUMU™ for Sage CRM – Sage 100

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: Sharper Shipping Control: Ship-to Code and Shipper Account Number Enhancements… »

Keeping Sales Teams Alert: A Customer On Hold Banner for Sage CRM

Anyone who has worked across a Sage CRM and ERP integration knows the risk: a customer gets placed On Hold in the ERP system, but the sales or support rep working the account in CRM has no easy way of knowing. They raise a quote, push an opportunity forward, or process an order — only… Read More: Keeping Sales Teams Alert: A Customer On Hold Banner for… »

Enhancing New Line and QLE with Cost, Markup %, and Automated Price Calculations

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: Enhancing New Line and QLE with Cost, Markup %, and… »

Automating Import and Validation in Sage CRM

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: Automating Import and Validation in Sage CRM »

Improving Sales Visibility in Sage CRM with New Rolling Sales Fields

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: Improving Sales Visibility in Sage CRM with New Rolling Sales… »