Category Archives: Sage CRM 2022 R1

Seamless Prospect Synchronization Between Sage CRM and Sage X3

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 prospect data across systems is essential for effective sales… Read More »

Enhancing Operational Efficiency with Custom Work Order Functionality in Sage CRM

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, having real-time access to accurate operational data is critical for decision-making and customer… Read More »

Sync Active Salesperson in Sage CRM: Ensuring Accurate Sales Assignment with Sage 100 Integration

In one of our recent Sage CRM and Sage 100 integration projects, the client faced an issue where inactive salespersons were still visible and selectable in CRM during transaction processing. This led to incorrect assignments in quotes and orders, impacting reporting and overall data accuracy. To resolve this, we implemented a “Sync Only Active Salesperson”… Read More »

Automating Credit Control in Sage CRM: Allow Credit Checkbox Based on Term Code

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 – 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 »

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 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 »

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 »