Tag Archives: GUMU

Monthly Actual Sales Gadget: Transforming Sales Data into Business Intelligence

In today’s competitive business environment, timely access to sales data is essential for making informed decisions. The Monthly Actual Sales Gadget was provided to one of our client which provides sales managers, executives, and business users with a clear and interactive overview of monthly sales performance, helping organisations monitor trends, compare historical data, and track… Read More: Monthly Actual Sales Gadget: Transforming Sales Data into Business Intelligence »

Actuals Versus Target Gadget – Monitor Sales Performance with Confidence

In today’s competitive business environment, achieving sales targets is just as important as tracking actual sales performance. The Actuals Versus Target Gadget provided to one of our client provides organizations with a clear, visual comparison between sales targets and actual sales, enabling management and sales teams to quickly identify performance gaps and take corrective actions.… Read More: Actuals Versus Target Gadget – Monitor Sales Performance with Confidence »

GUMU™ for Sage CRM – Sage 100: Export YTD Sales Details to Excel from Customer Context

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™ integration to simplify day-to-day business operations. As part of… Read More: GUMU™ for Sage CRM – Sage 100: Export YTD Sales… »

GUMU™ for Sage CRM – Sage 100: Quotes & Orders Pipeline Dashboard for Enhanced Sales Visibility

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: Quotes & Orders… »

Keeping Sales Teams Alert: A Customer On Hold Banner for Sage CRM

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: Keeping Sales Teams Alert: A Customer On Hold Banner for… »

Send Email Notification on Assigned User in Sage CRM

Timely communication is essential for effective CRM adoption and user engagement. To improve visibility of key CRM activities, we implemented an automated email notification solution in Sage CRM using a combination of SQL Triggers and Sage CRM Escalation Rules and view. This approach ensures that users receive relevant notifications whenever important events occur, helping teams… Read More: Send Email Notification on Assigned User in Sage CRM »

Automating Import and Validation in Sage CRM

In Sage CRM, one of our clients came with a requirement to automate their invoice processing workflow. Previously, invoices were entered manually through a portal and validated against predefined acceptance and denial rules, making the process time-consuming and prone to errors. To address this challenge, we developed an Automated Invoice Import Functionality that imports invoices… Read More: Automating Import and Validation in Sage CRM »

Improving Sales Visibility in Sage CRM with New Rolling Sales Fields

Every business wants a better understanding of its customers’ purchasing patterns. Recently, one of our customers approached us with a requirement to view sales data over longer periods directly within Sage CRM. The customer was already using the existing Rolling 12 Months field but wanted additional visibility into customer sales history over multiple years. They… Read More: Improving Sales Visibility in Sage CRM with New Rolling Sales… »

Simplify Product Maintenance in Sage CRM with Bulk Product Update and Bulk Product Image Update Buttons

Managing product information is an ongoing activity for businesses that maintain large product catalogs in Sage CRM. Whether it involves updating product details or refreshing product images, performing these tasks individually can consume significant time and effort. One of our clients approached with a requirement to simplify product maintenance within Sage CRM. The client wanted… Read More: Simplify Product Maintenance in Sage CRM with Bulk Product Update… »

Enhanced Business Visibility with the New “Sync Custom Field” Functionality

In today’s competitive business environment, having quick access to accurate customer financial and sales data is essential for making informed decisions. To help organizations gain better visibility into customer performance, we have introduced a “Sync Custom Field” button on the Company screen. We have a routine which syncs the This enhancement allows users to synchronize… Read More: Enhanced Business Visibility with the New “Sync Custom Field” Functionality »