In our new integration product (Sage ERP X3-Sage CRM), we have provided users with a feature where users can promote Orders, Customers and Quotes from Sage CRM to Sage ERP X3. In our previous blog posts, we discussed steps to promote a customer from Sage CRM to Sage ERP X3 and linking existing Sage ERP… Read More »
In the previous blog, we had explained how to add custom entity find screen when accessed through Sage CRM iPhone. In this blog, we will explain how to add custom entity New screen to Sage CRM iPhone. Let’s consider an example: Sage CRM has a custom entity Project and you wanted to add new project… Read More »
In our previous blog we have discussed about the architecture and design of our GUMU integration for Sage ERP X3 and Sage CRM. Moving further in this blog, we will go through configuring GUMU for Sage CRM – Sage X3 integration from Sage CRM after installing the GUMU setup. The highlight of the integration is that you can integrate multiple… Read More »
In our previous blog post, we discussed about configuring QB Integration with Sage CRM using GUMU Integration. Our GUMU for Sage CRM – QuickBooks is an External sync Utility where it integrate s the Customer Data bi-directionally from QB to CRM and CRM to QB. In this blog, we will go through various synchronization processes… Read More »
GUMU™ for Sage CRM – Sage 100 ERP is real time-bi-directional link. One of the major features of GUMU integration is, Sage CRM user can create sales order using Sage 100 Real time pricing information. User can even create Sales Order using the sage 100 pricing for Non-Promoted customer. New Stuff: Configuring GUMU for Sage… Read More »
Our GUMU for Sage CRM – QuickBooks is a third party add-on where it integrates QuickBooks and sage CRM. It is a batch utility where it imports all the data to and from Sage CRM and QuickBooks. In this blog we will go through the steps to configure GUMU integration. New Stuff: Real Time Tabs… Read More »
As we have mentioned in our previous blog, we are integrating Sage CRM and Sage ERP X3 with key features such as importing customers from Sage ERP X3, Promoting orders and customer from Sage CRM to Sage ERP X3 orders, Synchronous Dropdown, displaying Sage ERP X3 data on real time basis, etc. New Stuff: One… Read More »
In our last post, we discussed about the real time processes in GUMU for Sage CRM – Sage 100 integration. In this blog, we will go through the one time processes which can be run first time after GUMU installation. Below are the list of processes. – Import Customer – Import Products – Synch Drop… Read More »
An ERP system on its own is insufficient for the growth of a business. What you need is an ERP system which works in sync with a CRM system to attend increased efficiencies for both the systems. Attend this webinar to see how you can integrate Sage ERP X3 with Sage CRM with the help… Read More »
In our last post, we have gone through the Synchronize dropdown feature of GUMU for Sage CRM – Sage ERP X3. With GUMU integration, we can view/add/edit all crucial data from Sage ERP X3 to Sage CRM. When dealing with these data, it becomes very important that it should be accessible only to the authorized… Read More »
