Category Archives: GUMU™

GUMU™ Salesforce Webinar November 19.2024

salesforce webinar 11.19.2024b

Benefits of Integrating your Sage System with Salesforce

Tue, Nov 19
12:00 PM – 12:50 PM EST
Online 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 Integration to Sage 100, 300, X3, and Intacct.
  • Review the steps required to make this happen.
  • Get a firm understand of Costs and Timeline (Days) required to transform your Salesforce system
  • Get practical advice on CRM deployment strategies.
  • Hear real-world client success stories of Salesforce Integration

Sage 100

Sage 300

Sage X3

Sage Intacct

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.  

sage crm qle screens

GUMU™ Salesforce to Sage Releases

Greytrix is constantly updating the GUMU™ Integration to enhance the administrative tools and user experience. The latest releases are now here! For those that already subscribe to this integration, these can be applied to your system on request at no charge as part of your GUMU™ subscription.

You can check out the latest enhancements to the GUMU™ Salesforce Integration in the videos below:

  • Settings Enhancements // This 3-minute video shows what notifications, buttons, filter types and more have been added to the GUMU™ Settings App.
  • User Enhancements // This 90-second video covers new real time Sage product info, as well as helpful tweaks to bulk posting and bulk updates in the GUMU™ Integration App.

We, at My CRM Manager, work with the Greytrix Salesforce team as their onshore resource here in North America. We oversee sales, marketing, and project management activities. If you have any questions or would like to know more, please feel free to schedule a call with us. You can also head to our website to learn more Salesforce Services & Support – My CRM Manager.

GUMU™ Sage 100 Sage CRM Enhancements Winter 2024

There has been of flurry of feature enhancements to Greytrix’s GUMU™ Sage 100 CRM integration over the past few months. 

  • Rolling 12 months
  • Relocation of GUMU™ Charts
  • Better Item Sales History
  • Product Sales Analysis

Both Item Sales History and Product Sales Analysis can be by account or across all accounts. More information can be found on My CRM Manager’s Sage 100 page. 

gumu™ enhancements :: 1707860188

Greytrix and MCM

In North America, My CRM Manager represents Greytrix for their GUMU™ integrations to Salesforce and Sage CRM. And, on Friday, Feb 2nd, I (Dan) met with Francis (center) and Ketan (left) from the Greytrix team in rainy New York to discuss strategy for 2024.  

Francis is the EVP of Global and Ketan is the AVP for the GUMU™ Cloud team which includes Greytrix’s Business Portal (aka BPortaly). 

bullmarket

Sage 100 CRM Job Costing

While there isn’t a default integration between Sage CRM and Sage 100, it is do-able and we have done this a couple of different ways in the past. In the 90-second video below, you will see 2 examples of a CRM to Job Costing integration. 

  • In Example A, data from Sage CRM is feeding the Job in Job Costing. 
  • In Example B, data from Job Costing becomes accessible from Sage CRM.

More information about the Sage 100 CRM integration can be found on the Sage 100 page of the My CRM Manager website.

sage 100 crm :: 1706301319

Greytrix and MCM working together to help Sage ERP partners

Greytrix and My CRM Manager are making a more significant effort to help Sage ERP Partners! The email that went out on September 13th, 2023 (image below) is a good example of this union. 

Greytrix have the best integrations – but often clients and partner prefer an on-shore resource to help manage the project and this is the benefit of the Greytrix/MCM combo. 

september 13th branding from gt

My CRM Update September 2023

This message is for Sage ERP partners (100, Intacct, 300, etc.). The biggest things going on at My CRM Manager include: