{"id":24616,"date":"2020-09-14T13:14:20","date_gmt":"2020-09-14T13:14:20","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24616"},"modified":"2025-01-29T04:37:56","modified_gmt":"2025-01-29T04:37:56","slug":"new-feature-synching-salesperson-field-data-on-company-summary-screen-using-gumu-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/09\/14\/new-feature-synching-salesperson-field-data-on-company-summary-screen-using-gumu-integration\/","title":{"rendered":"Synching Salesperson field data on Company Summary Screen"},"content":{"rendered":"\n

GUMU™ for Sage CRM \u2013 Sage 100 ERP integration<\/a> is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Thus, users can have a 360-degree view of customer data within both the systems. <\/p>\n\n\n\n

Today in this blog, we will discuss how we can sync Salesperson data from Sage 100 to Sage CRM under Company Summary screen using GUMU™ Integration<\/a>.<\/p>\n\n\n\n

New Stuff :<\/em><\/strong> Synching Last Sales Order Date using GUMU™ Sage CRM \u2013 Sage 100 Integration<\/a><\/p>\n\n\n\n

On Company Summary screen of CRM we have added new field a new field ‘Salesperson’ is added which is being sync on Import Customer and real time from Sage 100 to Sage CRM using GUMU as shown on below screenshot.<\/p>\n\n\n

\"Salesperson<\/a><\/p>\n\n\n

As per CRM User mapping functionality on CRM, the account Manager and CRM user will get map according to the Salesperson on Company Screen. Refer both below screenshots.<\/p>\n\n\n

\"Map<\/a><\/p>\n

\"Map<\/a><\/p>\n\n\n

Thus with these new addition of field on Sage CRM Company screen to the existing GUMU™ for Sage CRM – Sage 100 Integration, we are sure this will make the integration link a must-have add-on across all industries using CRM and Sage 100 ERP.<\/p>\n\n\n\n

About Us<\/strong><\/span><\/p>\n\n\n\n

Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

GUMU™ for Sage CRM \u2013 Sage 100 ERP integration is a real-time bi-directional link where we synchronize all the customer data from Sage 100 to Sage CRM and vice versa. Thus, users can have a 360-degree view of customer data within both the systems. Today in this blog, we will discuss how we can sync\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[332,4206,192,4291],"tags":[4215,4110,1286,4216,2225],"class_list":["post-24616","post","type-post","status-publish","format-standard","hentry","category-sage-crm","category-gumu-integration","category-integration-sage-crm","category-new-feature","tag-account-manager","tag-crmmas90","tag-gumumas","tag-salesperson-field-sync","tag-salesperson-mapping"],"yoast_head":"\nSynching Salesperson field data on Company Summary Screen<\/title>\n<meta name=\"description\" content=\"Enhance sales tracking! 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