{"id":26868,"date":"2022-12-03T12:39:30","date_gmt":"2022-12-03T12:39:30","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=26868"},"modified":"2023-11-29T10:58:17","modified_gmt":"2023-11-29T10:58:17","slug":"overview-of-charts-feature-in-sage-crm-using-gumu-sage-crm-sage-100-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/12\/03\/overview-of-charts-feature-in-sage-crm-using-gumu-sage-crm-sage-100-integration\/","title":{"rendered":"Explore the Charts Feature Overview in Sage CRM with the seamless integration of GUMU\u2122 Sage CRM \u2013 Sage 100"},"content":{"rendered":"\n

With the GUMU\u2122 Sage CRM \u2013 Sage 100<\/a> Real-time, Bi-directional integration, you can access customer information and view Sales Summary\/History data on real time basis.<\/p>\n\n\n\n

Sage CRM Dashboard gives a 360-degree view of the data. Sage CRM Users can view data, Report Charts, and can drill down the particular records from Dashboard itself. Dashboards are easy to manage, edit or customize as per your need. Sage CRM has amazing features to create different types of dashboards as per requirements. We will go through the functionality that we have provided to the client as a part of the customization which deals with displaying Account manager-wise sales data. For that, we have created a new chart on the CRM home page consisting of Account Manager-wise customer sales data. Refer to the below image.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

The CRM user can view the Sales Data for different Account Managers in CRM. In addition to this, the slots to show data for days are customizable as per requirement. This chart will provide insights and keep us updated on the Sales data.<\/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":"

With the GUMU\u2122 Sage CRM \u2013 Sage 100 Real-time, Bi-directional integration, you can access customer information and view Sales Summary\/History data on real time basis. Sage CRM Dashboard gives a 360-degree view of the data. Sage CRM Users can view data, Report Charts, and can drill down the particular records from Dashboard itself. Dashboards are easy to\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":[4206,192],"tags":[4592,663,1134,1238,1258,1435,4597,4591,4514,2106,4596,4593,4594],"class_list":["post-26868","post","type-post","status-publish","format-standard","hentry","category-gumu-integration","category-integration-sage-crm","tag-account-manager-wise","tag-charts","tag-features","tag-gumu","tag-gumu-integration","tag-integration","tag-sage-100-data","tag-sage-crm-charts","tag-sage-crm-dashboard","tag-sage-crm-reports-chart-and-grid","tag-sage-crm-tips","tag-stack-bar","tag-stack-chart"],"yoast_head":"\nExplore the Charts Feature Overview in Sage CRM with the seamless integration of GUMU\u2122 Sage CRM \u2013 Sage 100 - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/12\/03\/overview-of-charts-feature-in-sage-crm-using-gumu-sage-crm-sage-100-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Explore the Charts Feature Overview in Sage CRM with the seamless integration of GUMU\u2122 Sage CRM \u2013 Sage 100 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"With the GUMU\u2122 Sage CRM \u2013 Sage 100 Real-time, Bi-directional integration, you can access customer information and view Sales Summary\/History data on real time basis. Sage CRM Dashboard gives a 360-degree view of the data. Sage CRM Users can view data, Report Charts, and can drill down the particular records from Dashboard itself. 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