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Featured Sage CRM Video

GUMU™ Sage 100 Sage CRM Enhancements May 2025

Greytrix’s 5.6.0.4 release for their GUMU™ Sage 100 CRM integration is huge, adding significant enhancements to the Quick Line Entry (QLE) screens, adding the CRM Quotes and Order history to main company tabs, and many enhancements to the UI in general. https://www.youtube.com/watch?v=zvYI2RGzGo8 Highlights are included in the video above, and you can view all of the release notes on this page. If you want a ...

GUMU™ Salesforce to Sage 5.79 Release Notes

Greytrix’s 5.79 release for their GUMU™ Salesforce to Sage integration is huge, adding significant features such as ‘Key Stats’ to the Account Summary screen (image below) as well as ‘Quick Line Entry’ (aka QLE) screens/features to the existing Order Processing functions. https://www.youtube.com/watch?v=QJfgx4nHss4 Highlights are included below, and you can download the release notes here or use the ‘Schedule a Demo’ button on this screen to ...

GUMU Sage 100 WebAPI replacing SData

With Sage 100 v2025, Sage has elected to decommission SData. Historically Greytrix’ GUMU™ Salesforce integration to Sage 100 used SData, but over the past 6-months Greytrix have created a new WebAPI called ‘Greytrix WebAPI’ (so catchy) which has turned out to be far superior to the old SData connection. For Salesforce integrations, this means a faster and more robust integration. This recent Greytrix BLOG reviews ...

GUMU Salesforce to Sage 300 Case Study

https://www.youtube.com/watch?v=oxjyccr2aFw This Case Study video is the first in a series that uses a recurring cast of characters. In this project, PetPaws Rx leveraged Greytrix’s GUMU™ Salesforce to Sage 300 integration to seamlessly pull orders from Commerce Cloud into Sage 300. GUMU™ Salesforce to Sage 300

The Integration Fix: Why GUMU™ Gets It Right | Ft. Dan Cousins

While visiting Greytrix HQ in Mumbai in February 2025, Dan participated in this GREYTpod podcast describing the GUMU™ and the impact the GUMU™ has on integrated CRM/Sage systems. https://www.youtube.com/watch?v=AedX9_9x-9M

S5 SMS – Texting with Sage CRM

This videos outlines how the S5 SMS tool can be used in conjunction with Sage CRM to send and receive text messages. Messages can be sent automatically based on defined criteria, and text responses can trigger actions within CRM. https://www.youtube.com/watch?v=AplDivQ0dSo

GUMU™ Salesforce Webinar November 19.2024

Benefits of Integrating your Sage System with Salesforce Tue, Nov 1912:00 PM – 12:50 PM ESTOnline event Register Explore how integrating your Sage Accounting System with Salesforce can transform your operations. From streamlining processes to providing a 360-degree view of customers, we’ll uncover the many benefits of leveraging the GUMU™ Salesforce powerful integration to Sage. Key Takeaways: Understand the default features of the GUMU™ Salesforce ...

GUMU™ Sage 100 Sage CRM QLE Screens

Many of our systems allow the CRM user to Create Quotes or Orders that can be promoted directly from the CRM to the Sage accounting system. In the GUMU™ CRM to Sage integrations, we provide ‘Quick Line Entry’ (QLE) screens that make this a practical and efficient task for the CRM User.

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