Category Archives: Integration

GUMU™ for Sage CRM – Sage 50 (US Edition) integration – GUMU Scheduler

Greytrix have various GUMU integration products where we have integrated many Sage ERP’s with Sage CRM. Today we will discuss about GUMU™ Scheduler available for Sage CRM – Sage 50 (US Edition) integration. GUMU for Sage CRM – Sage 50(US) integration is external synch utility which synch data to and from Sage 50 and Sage… Read More: GUMU™ for Sage CRM – Sage 50 (US Edition) integration… »

Restrict Sage CRM user access to your Sage 100 ERP data with GUMU Security Matrix

With GUMU Integration you can have better control of the way data is managed/shared in your organization. We have seen many features recently like Order Entry through Mobile/Tablets, RMA Integration, AR Invoice etc. We will talk today about a feature which has been since inception and a foundation to have better control over your business.… Read More: Restrict Sage CRM user access to your Sage 100 ERP… »

Configure Sage 50 (US) user to access data outside the application

 If you want to access data from outside Sage 50 (US) Peachtree application, then you need to setup a “Peachtree” user under Crystal reports\Data access tab. This is the dedicated user by which any external application can access data from Sage 50. This functionality is available in Sage 50 from Sage 50 2012 version onwards. … Read More: Configure Sage 50 (US) user to access data outside the… »

Instructions for moving GUMU integration to new Sage CRM or Sage 100 server

Planning to move your GUMU integrated Sage 100 server or CRM server to new and advanced one. Some simple steps to be followed to re-configure/Move your GUMU integration in the new server. In this post we will be discussing this steps which need to be followed while moving GUMU integration to new Server. Note: Below… Read More: Instructions for moving GUMU integration to new Sage CRM or… »

Sage Pro ERP Integration with Sage CRM – Troubleshooting Tips

Our GUMU integration integrates various Sage ERP’s with Sage CRM, one of them is Sage Pro. Once user has configured the integration user may come across with few issues which may be due to following reason. 1. Missing some pre-requites during the installation 2. System related issues 3. Data related issues In this blog we… Read More: Sage Pro ERP Integration with Sage CRM – Troubleshooting Tips »

GUMU Sage 100 Tips – Real time changes from Sage 100 to Sage CRM using GUMU

Our GUMU has a very user friendly interface and a wide range of features which we keep on adding time to time. One of the most important features of our GUMU integration is real time changes from Sage 100 (MAS 90/200) to Sage CRM, i.e. changes gets mirrored to CRM on the click of Accept… Read More: GUMU Sage 100 Tips – Real time changes from Sage… »

Creating Order with existing Opportunity in GUMU Integration

Opportunity tracks leads from first contact to final closure, so that time and resources are ensured to be directed towards the most winnable deals. An opportunity is any potential sale, from a Lead to a Closed Sale. Opportunity Management also ensures the following: Leads are handled by the most qualified sales representatives Automate follow-up activities… Read More: Creating Order with existing Opportunity in GUMU Integration »

Configuring Sage CRM v7.2 – Sage 300 ERP 2012 integration

Recently Sage has released Sage CRM v7.2- Sage 300 ERP integration module. We will be explaining how to configure the Sage CRM v7.2 integration to Sage 300 ERP in a very easy manner. The New Stuff: How to identify and backup correct Sage CRM Database You just need to make sure that Sage CRM integration component… Read More: Configuring Sage CRM v7.2 – Sage 300 ERP 2012 integration »

Process Sales Orders using Credit Card in GUMU Integration -II

In last our last blog Process Sales Orders using Credit Card in GUMU Integration -I, we discussed about how to setup credit card against Sage 100 Customer. Here we would see how to use that Credit Card for payment in Sage CRM Sales order entry. For any Customer that has a valid Credit Card attached… Read More: Process Sales Orders using Credit Card in GUMU Integration -II »

Process Sales Orders using Credit Card in GUMU Integration -I

In today’s world, putting plastic in your wallet is a convenient way to avoid carrying cash while maintaining the ability to make purchases and also getting paid faster. Here we are going to highlight this feature of our GUMU Integration for Sage CRM-Sage 100 ERP which allows us to use credit card in Sales transactions… Read More: Process Sales Orders using Credit Card in GUMU Integration -I »