Tag Archives: Sage CRM

GUMU for Sage CRM – Sage Intacct Integration – Coming Soon

After real-time, bi-directional Sage CRM integrations for Sage 100, Sage 500, Sage 300 and Sage X3, we are now developing GUMU™ integration solution for Sage Intacct and Sage CRM soon. New Stuff: Modification to Phone/Email synchronization – GUMU™ for Sage CRM-Sage X3 integration For developing this connector, we are using Sage Intacct Web services for fetching data from Sage… Read More »

GUMU for Sage CRM-Sage 300 OE integration is compatible with Sage CRM 2017 R2 and Sage 300 v2018

In our GUMU Sage CRM – Sage 300 order entry integration, we have provided option of creating order from Sage CRM to Sage 300. Standard Sage integration between Sage CRM and Sage 300 also have order entry integration. But GUMU order entry integration is web based integration and created using standard Sage CRM order entry… Read More »

Greytrix Sage CRM – Sage X3 Integration – All info about Trial, versions supported, migration et al

Greytrix, a Global ISV and a multi-award winner for Sage ERP and Sage CRM has reaffirmed its close relationship with Sage by receiving the Rockstar ISV Status for its flagship product – GUMU™ for Sage CRM – Sage X3 Integration. Greytrix receives this highest accolade from Sage that authorizes GUMU™ for Sage CRM – Sage… Read More »

Setting require of – Bulk Import from Sage X3 to Sage CRM

Today, in this blog we will discuss about the setting required for Importing Customer/Products from Sage X3 to Sage CRM in Bulk using GUMU™ Sage CRM – Sage X3 Integration. New Stuff: New Features in GUMU™ for Sage CRM – Sage X3 Integration – Link Business Partners Please follow the below steps to configure ERP X3 database… Read More »

Deduplication on Company Phone and Email Details

Sage CRM gives us the provision to validate the duplicate company records with the help of Deduplication applied on Company Name or other company details, however there is no such standard method to validate Phone or Email details existing in the system. In this blog, I will share a method through which you can apply… Read More »

Delete Quote Line Items using JavaScript

We all are much familiar with Quote mechanism provided by SAGE CRM. We can manage quotes for an opportunity and also further can convert it to order for our customers. This functionality allows us to add Line Items or Products against it. In this blog, I will explain how we can delete line item record… Read More »

Sage CRM 2017 R1: Reimagine how you use CRM in your Business

Customer Relationship Management (CRM) is amongst the most valuable systems that businesses can implement. Enterprises have realized that fastest way to increase sales and profits is by investing in CRM and using it to put the customer at the heart of their business. A CRM brings together the customer information that can be translated into… Read More »

Configuring SData in Sage 100 to use it in Sage CRM – Part II

In our last blog, we have gone through how we can install SData option in Sage 100. Today in this blog we will discuss how we can configure and provide permissions which are required for Sage 100 user so that we can use it in Sage CRM. New Stuff: Switch between Opportunity and Order/Quotes in Sage CRM… Read More »