Tag Archives: Sage CRM

Bulk Promote in GUMU™ for Sage CRM – Sage 100 Integration.

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. Today in this blog, we will discuss about a latest change done in our GUMU™ for Sage CRM –… Read More »

Suppress Stages with Zero Records in Pipeline in Sage CRM 2023 R2

In the ever-evolving world of Customer Relationship Management, Sage CRM continues to lead the way with its commitment to user-centric innovation. Sage CRM has been a reliable choice for businesses looking to streamline their sales, service and customer management processes. Managing user’s sales pipeline effectively is crucial for any business. It’s the lifeline of business… Read More »

Supercharge Your Emails with Sage CRM 2023R2

Email communication has become the lifeblood of modern business and Customer Relationship Management (CRM) systems are the engines that drive it. In today’s world, everything is becoming digital. We used to communicate with clients through Emails. In Sage CRM also we can send emails to clients. Sage CRM has its standard inbuilt email editor. Email… Read More »

Workflow Enhancement in Sage CRM 2023 R2

Every business have its own predefined business process which everyone follows. Workflows in Sage CRM are a powerful tool for automating, optimizing, and standardizing business processes. Efficient workflow management in Sage CRM can help organizations to improve efficiency, reduce manual tasks, ensure consistency in processes, and enhance customer service. It is a valuable tool for… Read More »

Seamless Sales Data Access: Custom Sales Grid Options

GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional integration solution that connects Sage 100 (formerly known as MAS 90/200) and Sage CRM systems. It allows for seamless data synchronization between the two systems, enabling the sharing of information and providing a comprehensive view of customer and financial data across both… Read More »

GUMU™ for Sage CRM – Sage 100 Integration is compatible with Sage CRM 2023 R2

GUMU™ for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional integration solution that connects Sage 100 (formerly known as MAS 90/200) and Sage CRM systems. It allows for seamless data synchronization between the two systems, enabling information sharing and providing a comprehensive view of customer and financial data across both platforms. The link… Read More »

PROMOTING CUSTOM SALES ORDER NUMBER INTO SAGE 100 AS SALES ORDER NUMBER.

The GUMU™ Sage 100 CRM integration is a fully bi-directional solution where users can have access to Sage 100 data wherever they log into Sage CRM. Connecting Sage 100 with Sage CRM allows customer-facing staff to view accounting data and create orders through the Sage CRM interface. Recently, our team had the opportunity to work with one… Read More »

Global Dashboards and Charts Feature in Sage CRM using GUMU™ Sage CRM – Sage X3 Integration

GUMU™ for Sage CRM – Sage X3 integration is a real time, bi-directional link.  In our last post, we went through the GUMU™ for Sage CRM – Sage X3 Integration is compatible with Sage CRM 2023 R1. Recently, we Sage X3 Integration is compatible with Sage CRM 2023 R1. Today in this blog post, we will go… Read More »

Customize Ergonomic Theme in Sage CRM 2023 R1

Sage CRM serves as comprehensive solution for Customer Management needs. With each upgrade and iteration, Sage consistently introduces new features and refines user functionality. These continuous enhancements aim to streamline Customer Relationship Management, making it more accessible and user-friendly. The ultimate goal is to enhance adoption rates, improve data accuracy and completeness, gain deeper customer… Read More »

Troubleshooting Unwanted “Leave Site?” Alerts in Sage CRM

As you’re aware, users gain access to Sage CRM by simply launching a web browser and directing themselves to the CRM’s dedicated web application, which is securely hosted on a remote server. Consequently, any updates introduced in browser versions have the potential to ripple through and influence the performance of Sage CRM. Notably, a substantial… Read More »