GUMU™ for Sage CRM – Sage 100 is a real-time, bi-directional integration that seamlessly connects CRM and ERP processes. One of its key strengths is its flexibility, allowing businesses to tailor the integration to match their specific operational requirements. At Greytrix, we continuously enhance our GUMU™ integration to simplify day-to-day business operations. As part of… Read More »
GUMU™ for Sage CRM – Sage 100 is a real-time, bi-directional integration that seamlessly connects CRM and ERP processes. One of its key strengths is its flexibility, allowing businesses to tailor the integration to match their specific operational requirements. At Greytrix, we continuously enhance our GUMU™ Sage CRM – Sage 100 integration to improve data… Read More »
Document management plays a vital role in any CRM system. In Sage CRM, every entity—such as Company, Case, and Opportunity—has its own Documents tab where users can upload and manage attachments. However, the Documents tab displays only the documents associated with that specific record. For example, the Documents tab on a Case shows only Case-related… Read More »
In many business scenarios, users enter the starting year of an event, such as the year a company entered the transportation industry. Instead of manually calculating the total experience every year, Sage CRM can automatically display the number of years completed based on the current date. For example, if a user enters 2000 in the… Read More »
GUMU™ for Sage CRM – Sage 100 is a real-time, bi-directional integration that keeps customer, sales, and order data moving seamlessly between the two systems. It’s built to eliminate manual re-entry and keep both platforms in sync, giving users real-time visibility into the customer information that matters most. On a recent integration project, one client… Read More »
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 »
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 »
Every business wants a better understanding of its customers’ purchasing patterns. Recently, one of our customers approached us with a requirement to view sales data over longer periods directly within Sage CRM. The customer was already using the existing Rolling 12 Months field but wanted additional visibility into customer sales history over multiple years. They… Read More »
