Category Archives: My CRM

Customized Order Tracking tab in GUMU for Sage CRM – Sage 100 Integration

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 and analyze customers, vendors and sales information data from either of the systems Sage CRM to Sage 100 and vice versa. With GUMU, organizations can eliminate manual data entry, improve data… Read More: Customized Order Tracking tab in GUMU for Sage CRM –… »

Automating Opportunity Closure in GUMU Integration for Sage CRM and Sage 100

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 and analyze customers, vendors and sales information data from either of the systems Sage CRM to Sage 100 and vice versa. In today’s fast-paced business environment, keeping your CRM and ERP… Read More: Automating Opportunity Closure in GUMU Integration for Sage CRM and… »

Automating Order Status Sync Between Sage 100 and Sage CRM Using Windows Scheduler

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: Automating Order Status Sync Between Sage 100 and Sage CRM… »

Salesperson Mapping for Vendors in Sage CRM & Sage 100

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: Salesperson Mapping for Vendors in Sage CRM & Sage 100 »

GUMU™ for Sage CRM – Sage 100: Customer & Salesperson Commission Visibility within Sage CRM

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: GUMU™ for Sage CRM – Sage 100: Customer & Salesperson… »

Vendor Inquiry Tabs in Sage CRM – Sage Intacct GUMU™ Integration

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: Vendor Inquiry Tabs in Sage CRM – Sage Intacct GUMU™… »

GUMU™ for Sage CRM – Sage 100 Integration is compatible with Sage CRM 2023 R1

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: GUMU™ for Sage CRM – Sage 100 Integration is compatible… »

Mark Task ‘Complete’ from Calendar Tab

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: Mark Task ‘Complete’ from Calendar Tab »