Tag Archives: dashboard of Sage CRM

Seamless Sales Data Access: Custom Sales Grid Options

GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional integration solution that connects Sage 100 (formerly known as MAS 90/200) and Sage CRM systems. It allows for seamless data synchronization between the two systems, enabling the sharing of information and providing a comprehensive view of customer and financial data across both… Read More »

Global Dashboards and Charts Feature in Sage CRM using GUMU™ Sage CRM – Sage X3 Integration

GUMU™ for Sage CRM – Sage X3 integration is a real time, bi-directional link.  In our last post, we went through the GUMU™ for Sage CRM – Sage X3 Integration is compatible with Sage CRM 2023 R1. Recently, we Sage X3 Integration is compatible with Sage CRM 2023 R1. Today in this blog post, we will go… Read More »

Dashboards and Charts Feature in Sage CRM using GUMU™ Sage CRM – Sage X3 Integration

GUMU™ for Sage CRM – Sage X3 integration is a real time, bi-directional link.  In our last post, we went through the GUMU Integration Chart Feature In GUMU™ for Sage CRM. Recently, we have added a feature where Sage CRM system administrator can map a Sage 100 user with a Sage CRM user. Today in this blog… Read More »

Expanding GUMU Dashboard Visibility in Sage CRM: A Step-by-Step Guide.

In the realm of business optimization, data flow and customer engagement takes center stage. The GUMU™ Sage 100 CRM integration emerges as a game-changing solution, with its bi-directional connectivity, this integration empowers customer-facing professionals with the flexibility to view accounting data and generate orders directly through the Sage CRM interface. Moreover, this integration ensures that… Read More »

Salesperson Wise Dashboard

GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data. Sage CRM Dashboard gives a 360-degree view of the data. Sage CRM Users can view data, Report Charts, and can drill down the particular records from Dashboard itself. Dashboards are easy to manage, edit… Read More »

Sage CRM Dashboard to Show Leads Generated by Source

Sage CRM Dashboard gives a 360-degree view of the data. Sage CRM Users can view data, Report Charts, and can drill down the particular records from Dashboard itself. Dashboards are easy to manage, edit or customize as per your need. Sage CRM has amazing features to create different types of dashboards as per requirements. New… Read More »

Overview of Dashboards and Charts Feature in Sage CRM using GUMU™ 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. In the latest version of GUMU™ Sage CRM – Sage 100 Integration we have introduced some new features… Read More »

Modify view of Summary List Gadget with Icon Gadget in Sage CRM

Sage CRM dashboard is an enterprise application (EA) interface used for the monitoring of business and sales opportunities, processes and performance. A CRM dashboard provides real-time business event snapshots, which are used to measure and develop analytics for business reporting. Sage CRM dashboards facilitate comparative business analysis through the capturing of data and related Web-based… Read More »

Display Cases for Current Month in Sage CRM Dashboard

The dashboard is an interactive part of the Sage CRM. It is the easiest way to retrieve and verify the data quickly. Using Dashboards users can show only essential data that need to be shown. Dashboards are easy to manage, edit or customize as per your need. Sage CRM has amazing features to create different… Read More »

Sage CRM 2021 R2: New Dashboard Templates and Reports

Dashboards are important to have glance of customer sales reports and the current status of ongoing sales activity. Sage CRM providers have many pre-defined dashboard templates or you can create your own dashboard as per your feasibility. These dashboards are easy to manage, edit or customize as per your need. Sage CRM dashboards provides numerous… Read More »