GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process. In today’s fast-paced business environment, maintaining accurate and up-to-date order information across systems is critical for operational efficiency… Read More »
In a connected CRM–ERP environment, maintaining consistent ownership of records across systems is essential for operational efficiency. One common challenge businesses face is aligning vendor ownership between Sage 100 and Sage CRM. To address this, We implemented a Salesperson Mapping Functionality for Vendors, ensuring seamless synchronization between the Salesperson in Sage 100 and the Account… Read More »
In any integrated CRM–ERP ecosystem, maintaining consistent and reliable customer communication data is critical. One such important element is customer memos, which often contain key business notes, instructions, or historical context. The Sync Memo Customization in GUMU (Sage CRM–Sage 100 integration) is designed to ensure that these memos are seamlessly reflected across both systems. This… Read More »
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 »
The GUMU™ for Sage CRM – Sage 100 Integration is a real-time, bi-directional link that seamlessly connects Sage CRM and Sage 100 where users can view information for customers, invoices and orders from either of the systems. It also supports multiple company integration, allowing multiple Sage 100 companies to be linked with a single Sage CRM instance. In this… Read More »
GUMU™ for Sage CRM – Sage Intacct is a real-time, bi-directional integration that synchronizes customer and vendor data seamlessly between Sage Intacct and Sage CRM. This ensures data consistency across both systems and enables CRM users to access ERP information without switching platforms. With the GUMU integration, critical information from Sage Intacct is displayed directly within… Read More »
GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional integration solution that connects Sage 100 (formerly known as MAS 90/200) and Sage CRM systems. It allows for seamless data synchronization between the two systems, enabling information sharing and providing a comprehensive view of customer and financial data across both platforms. The link… Read More »
Calendar is one of the most effective features available in Sage CRM. In the Calendar tab within My CRM, it allows us to create communications as well as to view Communications created for another user in a more easy and responsive manner. In the calendar tab, you can view the Appointment or Task on daily,… Read More »
Workflow in Sage CRM basically helps to systematize business processes using a predefined set of business logic rules and actions. A Workflow is a sequence of tasks that processes a set of data. As we know many businesses and industries have followed one kind of workflow process. Workflows are the paths that describe how something… Read More »
With the latest release of Sage CRM i.e. Sage CRM 2021 R1, many exciting features have been introduced that has helped to manage the Customer Relationship and other business process in a smooth and trouble – free manner. Sage CRM 2021 R1 provides the following new features and enhancements: Support for OAuth 2.0 Click to… Read More »
