Category Archives: Sage CRM 2023 R2

User-Level Connection Settings in GUMU™ for Sage CRM – Sage X3 Integration

GUMU™ for Sage CRM – Sage X3 is a real-time, bi-directional integration solution that ensures seamless data flow between Sage CRM and Sage X3. One of its key strengths is its highly customizable architecture, enabling businesses to configure the integration based on their unique operational needs. To further improve performance and flexibility in large-scale deployments,… Read More »

GUMU™ for Sage CRM – Sage 300: Advanced Product Search in Quick Line Entry

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 »

New Enhancement in GUMU™ for Sage CRM – Sage Intacct Integration: Vendor.

GUMU™ for Sage CRM – Sage Intacct integration is a real-time bi-directional link which sync customer data from Sage CRM to Sage Intacct and vice versa. In the latest release, we have introduced significant enhancements to extend this capability to Vendor management, along with improved handling of additional contacts for Vendors. Key Enhancements in Vendor Integration 1.… Read More »

Product Inquiry lookup on QLE in GUMU™ for Sage CRM – Sage 100 Integration.

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 are continuously enhancing our GUMU™ Sage CRM – Sage 100 Integration to make business processes… Read More »

How to Enable the Sort Option for Favourites in Sage CRM 2024 R1

In the rapidly advancing landscape of enterprise solutions, customer relationship management (CRM) systems are pivotal for optimizing customer interactions and data analytics. As organizations focus on operational efficiency and personalized engagement, Sage CRM remains at the forefront of this evolution. One significant enhancement is the sorting functionality for favourites which allow users to efficiently categorize… Read More »

Displaying Lead Company and Lead Person Name in Calendar List

In the dynamic and competitive business landscape, maintaining a strong relationship with customers is principal for success. Customer Relationship Management (CRM) plays a crucial role in achieving this objective by helping businesses understand, manage, and enhance their interactions with customers. Among the various components that contribute to effective CRM, communication stands out as a key… Read More »

Set Actual Email Received Date while Email Import

Email is an efficient way to exchange information and documents. Email can be integrated with calendar tools, allowing you to schedule meetings and appointments with clients. In our previous blog we have explained, how to integrate Sage CRM with Microsoft Outlook using OAuth 2.0 for Email Inbound. In this blog, we will discuss how to… Read More »

Bulk Promote in GUMU™ for Sage CRM – Sage 100 Integration.

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. Today in this blog, we will discuss about a latest change done in our GUMU™ for Sage CRM –… Read More »

Suppress Stages with Zero Records in Pipeline in Sage CRM 2023 R2

In the ever-evolving world of Customer Relationship Management, Sage CRM continues to lead the way with its commitment to user-centric innovation. Sage CRM has been a reliable choice for businesses looking to streamline their sales, service and customer management processes. Managing user’s sales pipeline effectively is crucial for any business. It’s the lifeline of business… Read More »