Category Archives: Integration

Import Vendors in Sage CRM using GUMU Integration

GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link. In our current version of GUMU™ Integration Sage CRM admin user can Import/Promote Customers from Sage CRM to Sage 100 and Vice versa. Now we are introducing a new feature in our upcoming GUMU™ version, where user can Import/Promote vendor from Sage… Read More: Import Vendors in Sage CRM using GUMU Integration »

GUMU for Sage CRM-Sage ERP X3 supports Multi-languages

Our GUMU for Sage CRM sage ERP X3 supports multi language. In our GUMU integration user gets an option to select their preferred language. To set their desired language user can follow below step: 1. Login to Sage CRM. 2. Navigate to Administration -> Sage ERP X3 -> Security Matrix 3. Select your preferred language… Read More: GUMU for Sage CRM-Sage ERP X3 supports Multi-languages »

Real time Change from Sage ERP X3 to Sage CRM – Troubleshooting Tips

Recently, we released, GUMU™ for Sage CRM – Sage ERP X3 Integration. Our GUMU™ for Sage CRM – Sage ERP X3 is a real time, bidirectional link. In our previous blogs we have discussed how to install and configure GUMU™ on Sage ERP X3 side for real time changes from Sage ERP to Sage CRM. In… Read More: Real time Change from Sage ERP X3 to Sage CRM… »

GUMU™ Module installation for Sage 100 Premium version

Our GUMU™ for Sage CRM – Sage 100 integration link is real-time bi-directional link. One of the major feature of our GUMU™ Integration is  user can use any combination of Sage CRM and Sage 100 version and editions i.e. user can have Sage CRM version 7.1,7.2,7.3 and Sage 100 version can be 4.3 and above.… Read More: GUMU™ Module installation for Sage 100 Premium version »

Outlook Integration – CRM Outlook Plugin Issue Part – 2

As you all are familiar that when it comes to set up client side add-ons with web application, security rights/restrictions becomes a mandatory thing which comes into consideration. We have been writing blogs on features as well as process been followed while installing Outlook integration with Sage CRM. You can go through the links added… Read More: Outlook Integration – CRM Outlook Plugin Issue Part – 2 »

Mail Chimp Feature Access to Users

Marketing is one of the powerful feature of CRM using which we can attract our customers by launching campaigns. Now, with the release of Sage CRM 7.3 version they have integrated Mail Chimp which allows to send mass email for Mail Chimp campaigns. Below is the link which explains how we can integrate MailChimp with… Read More: Mail Chimp Feature Access to Users »

Adding Search Select Advanced Field on Web Order Entry Screen

Sage CRM integrated with Sage ERP allows you to create Orders and Quotations in ERP from CRM. For this, they have introduced a Web Interface which is developed in SWT (Sage Web Toolkit). In my previous blog I had explained to add new field on Web Order Screen. Below is the link for same. https://www.greytrix.com/blogs/sagecrm/2013/11/21/adding-new-fields-on-web-order-entry-screen/… Read More: Adding Search Select Advanced Field on Web Order Entry Screen »

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: Importance of CRM ERP integration »

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: Shipment and Invoice Process in CRM »

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: Key benefits of CRM and ERP Integration | Greytrix »