Category Archives: Integration

Configure GUMU Module in Sage 100 ERP – Sage CRM integration

GUMU™ for Sage CRM – Sage 100 ERP integration is a real time bi-directional link i.e. any changes made either in Sage CRM or Sage 100 ERP will be replicated immediately in the other system. New Stuff:   Clone Quotes and Orders in Sage CRM In GUMU™ integration, for updating changes from Sage 100 ERP to… Read More: Configure GUMU Module in Sage 100 ERP – Sage CRM… »

Bring Sage ERP X3 data to Sage CRM using GUMU

In our previous blog post, we discussed about steps for configuring GUMU for Sage CRM – Sage X3 integration from Sage CRM side. In this blog post, we will discuss about various synchronization processes which need to be run after GUMU integration is configured.  Sage CRM system admin has to run below processes in order… Read More: Bring Sage ERP X3 data to Sage CRM using GUMU »

Promote Customers from Sage CRM to Sage 100 ERP

Using our GUMU for Sage CRM – Sage 100 ERP integration, users can have a 360 degree view of customer data within both the systems. In our previous blog post, we have already discussed how to import customer data from Sage 100 ERP to Sage CRM. Moving forward in this post, we will discuss the… Read More: Promote Customers from Sage CRM to Sage 100 ERP »

Create Quotes in Sage ERP X3 from Sage CRM

In our new integration product (Sage ERP X3-Sage CRM), we have provided users with a feature where users can promote Orders, Customers and Quotes from Sage CRM to Sage ERP X3. In our previous blog posts, we discussed steps to promote a customer from Sage CRM to Sage ERP X3 and  linking existing Sage ERP… Read More: Create Quotes in Sage ERP X3 from Sage CRM »

Clone Quotes and Orders in Sage CRM

A user often comes across business requirements where they need to create same type of orders multiple times. To avoid creating same type of orders repeatedly, users can make use of Clone Order/Quote functionality which is a standard Sage CRM functionality.  To clone Quotes/Orders, users can follow below steps: New Stuff: GUMU for Sage CRM –… Read More: Clone Quotes and Orders in Sage CRM »

Steps to install GUMU Sage 100 Module

GUMU for Sage CRM – Sage 100 integration works bi-directionally on real time basis.  In the latest version of our integration, we have released new GUMU Sage 100 module which is used for real time changes from Sage 100 to Sage CRM.  In this blog post, we will go through the installation and configuration steps… Read More: Steps to install GUMU Sage 100 Module »

GUMU™ Integration for Sage CRM – Sage 100 DOs and DON’Ts

GUMU™  Integration for Sage CRM – Sage 100  link is real time bi-directional link. GUMU™  integrate front office and back office data, by which Sage CRM user can access integrated ERP data in Sage CRM directly from ERP. Installing and using a GUMU is very easy which can be done by system administrator by following… Read More: GUMU™ Integration for Sage CRM – Sage 100 DOs and… »

GUMU for Sage CRM- Sage ERP X3 – Sage ERP X3 Side Configuration

In our previous blog , we went through Sage CRM side of GUMU configuration for GUMU Sage CRM – Sage ERP X3 integration product. In this blog, we will go through Sage ERP X3 side of configuration. This configuration is required for real time changes to work from Sage ERP X3 to Sage CRM. New… Read More: GUMU for Sage CRM- Sage ERP X3 – Sage ERP… »

Default quote expiration/Delivery date setting in Sage CRM

One of our clients recently contacted us with a requirement, where he wanted to set the default quote/order expiry date on quote/order screen to 30 days after the current date. For this, we do not need to do any customization and it can be handled using Standard Sage CRM settings. For this, you just need… Read More: Default quote expiration/Delivery date setting in Sage CRM »

Synchronization Setting in GUMU for Sage CRM – Sage ERP X3

In our previous blog we had discussed about how to configure GUMU for Sage CRM – Sage X3. Moving further in this blog we will go through the synchronization settings available in our GUMU integration in detail. GUMU provides users with the flexibility to restrict their data synching i.e., user can decide the direction in… Read More: Synchronization Setting in GUMU for Sage CRM – Sage ERP… »