Category Archives: Sage CRM 2018

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 »

Updating Customer Latitude and Longitude Using GUMU™ for Sage CRM – Sage X3

GUMU™ for Sage CRM – Sage X3 is a real-time, bi-directional integration solution. One of its key features is its high level of customization, allowing GUMU™ to be tailored to suit your company’s specific business processes. What is Latitude and Longitude? Latitude and Longitude are geographic coordinates used to identify the exact location of a… Read More »

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 »

Sync Memo Customization in Sage CRM & Sage 100

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 »

Enhancing Quote-to-Order Efficiency with New Company Creation and Customer Promotion

In today’s blog, we are excited to introduce a new enhancement in the Quote-to-Order workflow — the addition of a New Company button along with improved Customer and Bill-To Promotion capabilities, enabling a more seamless and efficient conversion experience. In many scenarios, users create Quotes for prospect customers (non-promoted companies) or select Bill-To customers that… Read More »

Streamlining Line Item Clarity with QLE Comment Enhancement

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 QLE enhancement — the Comment Field Column, designed to allow users to add item-specific notes directly within the… Read More »

Promote Order authentication rights based on Sage CRM User in GUMU 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 customers, vendors and sales information from either of the systems Sage CRM to Sage 100 and vice versa. In today’s competitive business environment, maintaining control over the CRM – ERP integrated… Read More »

Warning Message on Company summary screen if the client orders fall off 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 customers, vendors and sales information from either of the systems Sage CRM to Sage 100 and vice versa. In this blog, we will highlight a recent customization implemented for one of… Read More »

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: Real-Time Customer Data Sync from Sage 100 to Sage CRM

GUMU™ for Sage CRM – Sage 100 is a real-time, bi-directional integration that seamlessly synchronizes customer data between Sage 100 and Sage CRM. 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 GUMU™ for Sage CRM… Read More »