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 »
our continuous efforts to enhance GUMU™ functionality, we remain committed to helping our clients improve usability, streamline their sales operations, and bring greater clarity to their pricing processes. In today’s blog, we are excited to introduce a new QLE enhancement — Cost and Markup % Fields — designed to give sales teams direct control over… Read More »
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 »
GUMU™ for Sage CRM – Sage 300 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 300 Integration to make business… Read More »
The GUMU™ for Sage CRM – Sage 100 Integration is a real-time, bi-directional link that seamlessly connects Sage CRM and Sage 100. This integration synchronizes customer and vendor data between the two systems, allowing businesses to maintain consistent and accurate records. Managing customer and vendor data across CRM and ERP systems is one of the most… Read More »
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 customers, vendors and sales information from either of the systems. In this blog, we highlight a recent customization implemented for a client using our GUMU™ for Sage CRM – Sage… Read More »
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. We are excited to announce that in the latest version of GUMU™ Sage CRM – Sage 100 Integration,… Read More »
In our earlier posts, we have discussed how Data Upload Routine works and its troubleshooting if any issues encountered during Data Upload routine. During Data Upload routine, recently we came across another issue. In this blog, we will discuss what the issue was and how it has been resolved. New Stuff: Unable to Upload File… Read More »
Dropbox is a place where we love to keep or store our document, files and video so that we can view them anytime anyplace. Dropbox also make it super easy to share files with other peoples by just providing the Dropbox link to the other people using which people can directly download the file. New… Read More »
In earlier blog, we have explained how to Restrict Web Sites in Sage CRM Dashboard Website Gadget. In this blog, we will explain how to display the restricted sites in an Interactive Dashboard Gadget. New Stuff: Viewing My Opportunities on Interactive Dashboard 1) To display restricted websites in Dashboard, we need to create .html files… Read More »
