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 »
Imagine a sales representative is speaking with a customer over the phone. The customer asks about the latest invoice or available inventory. Without ERP data inside Sage CRM, users must switch to Sage 100, search for the required information, and then return to CRM. Repeating this process throughout the day reduces productivity. The Enhanced Dynamic… 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 »
As part of the GUMU™ for Sage CRM – Sage 300 Order Entry add-on, Greytrix also delivers tailored enhancements to meet unique business needs. One such implementation is the Find Order Items screen — developed as a client-specific customization to improve visibility and reporting on order activity directly within Sage CRM. This enhancement helps users… Read More »
In our GUMU™ Sage CRM – Sage 300 order entry integration, we have provided option of creating order from Sage CRM to Sage 300. Standard Sage integration between Sage CRM and Sage 300 also have order entry integration. But GUMU order entry integration is web based integration and created using standard Sage CRM order entry screen.… 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 »
The default Sage CRM Sage 300 GUMU integration uses Sage 300 web screens to create orders. However, many users prefer handling the entire order process inside Sage CRM itself. Switching to Sage 300 screens can feel rigid and slows things down. Therefore, we introduced the GUMU™ Order Entry Add-On. With this enhancement, users can create… Read More »
