Having accurate and accessible sales information is essential for making informed customer and sales decisions. However, when sales data is stored in Sage 300, users often need to switch between systems to review customer performance. To simplify this process, we developed a Sage 300 Sales Analytics Data Panel for the Company Summary screen in Sage… Read More »
Access Sage 300 Item History Directly from Sage CRM Businesses using Sage CRM and Sage 300 often manage important customer and transaction information across both systems. Sage CRM provides a central platform for managing customer relationships, opportunities, cases, and sales activities, while Sage 300 manages essential ERP information such as invoices, items, quantities, and sales… Read More »
Anyone who has worked across a Sage CRM and ERP integration knows the risk: a customer gets placed On Hold in the ERP system, but the sales or support rep working the account in CRM has no easy way of knowing. They raise a quote, push an opportunity forward, or process an order — only… Read More »
With our continuous efforts to enhance GUMU™ functionality, we remain committed to helping our clients improve usability, streamline operations, and bring greater clarity to their sales processes. In today’s blog, we are excited to introduce a new enhancement — Salesperson Mapping Integration, designed to ensure accurate alignment between CRM users and ERP sales records. While… Read More »
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. At Greytrix, we continuously enhance the GUMU™ Sage CRM – Sage 300 integration to simplify sales operations and… Read More »
The standard Sage 300 integration with Sage CRM uses Sage 300 web screens for order creation. However, without relying on the Sage 300 web screens—we have an exciting solution: the GUMU™ Order Entry Add-On for Sage CRM – Sage 300. This add-on sits on top of the standard integration and is specifically designed for order… Read More »
In Sage CRM, while setting up a Web Deployment Manager, you can receive a warning message as “Error connection to Internet Information Server (IIS). Make sure IIS is installed on same machine” as shown in the screenshot below. This blog is a solution for the error message which we will be explained in our below blog.… Read More »
We all have been experiencing various glitches in Sage CRM and ERP integration setup where few of them are related to product or discrepancies in system configuration. Recently, we have observed an issue while Promoting Quote to an Order. The error message says “Negative Inventory levels are not allowed for item 1293030 at location Mumbai”.… Read More »
Hi Folks! As you know Sage CRM allow you to do integration with Sage 300 ERP to manage your customer effectively. While performing integration you may face different type of errors which has different resolutions altogether. Similarly, In this blog we will see one of the issue stating 500 internal server Error on accessing Quotes… Read More »
In Integrated system of Sage CRM with Sage 300 ERP, allows users to access real time information. By synchronization of tables and database of Sage 300 ERP. We can view all the orders as well as create order from CRM. New Stuff: One Time Processes for GUMU™ Sage CRM – Sage 500 integration While doing customization… Read More »
