Tag Archives: Sage CRM

Restrict Sage CRM user to access your integrated ERP data using Integration

Customer Relationship Management (CRM) provides important business functionality to marketing, sales, service and other processes involving customer and employee interactions. It’s Integration with Enterprise Resource Planning (ERP) or accounting systems, eCommerce platforms, lifecycle management systems and collaboration and communication systems allows interactions and exchange of information that are integral part of an Organization systems. But… Read More »

Sage 500 ERP – Sage CRM integration : Lets grow together

We all have read the Sage 500 Road Ahead at Sage Summit. It’s not going anywhere!!One of the most important missing feature is a CRM integration. CRM is no longer a option these days and what’s better than being a part of Sage Family by integrating your Sage 500 with Sage CRM. Like our other… Read More »

Block your calendars for Greytrix Product session @ Sage Summit – 2015

Block your calendars for Greytrix Product session @ Sage Summit – 2015 Greytrix offers an invaluable opportunity to introduce partners and customers insights about outside the box solution for taking Customer Interactions to the next level using its GUMU™ integration with eCommerce Magento and Salesforce.com. Our offerings have been designed keeping various business and industry… Read More »

Promote order from Sage CRM to Sage 100 using comment line item

In our previous blog, we discussed about creating orders using Special item. In this blog, we will discuss about creating orders using comment Line item. Comments items are Non-Inventory and Non chargeable items which are added in the Sales orders to provide additional information about the line item added. Using GUMU™ Sage CRM – Sage… Read More »

What’s New – Creating Grids in Sage CRM to display Sage ERP X3 Data on real time basis using GUMU Customizer – II

In the previous blog, we talked about the new and exciting GUMU feature of GUMU Customizer functionality for Sage X3 and Sage CRM integration. In this blog, we will focus on how we can use GUMU Customizer to create Sage CRM grids to display data on real time basis from Sage ERP X3. New Stuff:… Read More »

Importance of CRM ERP integration

Traditionally, the ERP system automates the management of purchasing, distribution, Planning, Manufacturing, account receivable, payable and Product-inventory data. CRM systems are customer facing and manage sales, customer service, and lead generation. Because of the different areas that these respective systems handle, they are designed differently and are often incompatible. What if we integrate both CRM… Read More »

Shipment and Invoice Process in CRM

Here with this blog, I would like to explain you how Shipment and Invoice process can be integrated in Sage CRM using Sage 300 ERP Web Service. As we know Sage CRM can be seamlessly integrated with Sage 300 ERP which allow users to check the actual Inventory and pricing before sending a quotation to… Read More »

Sage Summit 2015 New Orleans – Countdown begins

Sage Summit (#SageSummit) – The most awaited Sage event of the year is scheduled to begin on July 27, 2015 at the beautiful city of New Orleans, LA. With thousands of guests attending each year, this is an event that needs no introduction in the Sage community. Small and Medium Enterprises from across the world,… Read More »