Category Archives: Integration

Importance of CRM ERP integration

Traditionally, the ERP system automates the management of purchasing, distribution, Planning, Manufacturing, account receivable, payable and Product-inventory data. CRM systems are customer facing and manage sales, customer service, and lead generation. Because of the different areas that these respective systems handle, they are designed differently and are often incompatible. What if we integrate both CRM… Read More »

Shipment and Invoice Process in CRM

Here with this blog, I would like to explain you how Shipment and Invoice process can be integrated in Sage CRM using Sage 300 ERP Web Service. As we know Sage CRM can be seamlessly integrated with Sage 300 ERP which allow users to check the actual Inventory and pricing before sending a quotation to… Read More »

Key benefits of CRM and ERP Integration | Greytrix

Traditionally, the ERP system automates the management of purchasing, distribution, Planning, Manufacturing, Account Receivable, Payable and Product-Inventory data. CRM systems are customer facing and manage sales, customer service, and lead generation. Because of the different areas that these respective systems handle, they are designed differently and are often incompatible. What if we integrate both CRM… Read More »

Sync Company Data from Sage CRM.com to Sage 50 (US) using GUMU™ link

GUMU™ for Sage CRM.com – Sage 50 (US) integration link is an external bi-directional sync utility which synch data from Sage CRM.com to Sage 50 (US) and vice versa. New Stuff: Calculate Sales tax in Sage CRM using AvaTax API In our previous blog, we gone through the process to Synch orders from Sage CRM… Read More »

GUMU™ for Sage CRM – Sage ERP X3 Integration – Edit orders

Our GUMU™ Integration has a user friendly interface with Real time and bi-directional link that integrates your front and back office with your existing ERP and CRM applications. In GUMU™ for Sage CRM – Sage ERP X3 integration,  we have recently introduced a new feature which allows  CRM user to edit promoted open orders  from… Read More »

Customer Statistics in CRM – ERP Integrated System

Customer information is the most important key in every business. The more you know about your customer, you will be in better position to serve him and pitch the product effectively. It is very helpful for Sales user to get overall idea about a customer and would be beneficial if it is available in just… Read More »

App Pool Setting for Sage CRM-ERP Integration

We all know that Sage CRM 7.2 has come up with great functionalities that is helping to capture complex business processes in it. With the release of.Net API, even from technical point of view Sage CRM is now very much capable and flexible to write and accommodate complex business logic in it. But while implementing… Read More »

Sage CRM + Sage X3 improves data consistency with real-time bidirectional data

Greytrix addresses the complexity caused by siloed business systems with its powerful integration engine – GUMU™. The framework facilitates rapid data movement between ERP and CRM business systems. GUMU™ framework connects any internal or external IT systems either using built-in API’s or by developing new plugins to establish a link between the application and the… Read More »

Create Sales order in Sage CRM using Credit Card Pre-authorization

In our last blog, we gone through Tax Calculation functionality using AvaTax API, which we are incorporating in our new upcoming version. In this blog, we will go through another new functionality which we will be incorporating in upcoming GUMU versions. New Stuff: GUMU Sage CRM version 7.3 integration with Sage 100 ERP now available In… Read More »