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 »
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 »
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 »
GUMU™ for Sage CRM – Sage 100 application is a real-time bi-directional link where we synchronize all the customers and vendors data from Sage 100 to Sage CRM and vice versa. Using this integration, users can access critical ERP data — such as sales invoices, orders, and item sales history directly within the Sage CRM. At… 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 »
GUMU™ for Sage CRM – Sage X3 is a real-time, bi-directional integration solution that ensures seamless data synchronization from Sage X3 to Sage CRM and vice versa. GUMU™ for Sage CRM – Sage X3 ensures seamless synchronization of customer, transaction, and operational data between the two systems. In our latest release, we have introduced an… 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 »
GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link which sync customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa.The Quick Line Entry (QLE) feature in GUMU™ integration for Sage X3 and Sage Intacct is designed to make order and quote creation more efficient and user-friendly. With this new enhancement,… Read More »
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 »
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 »
