We specialize in Sage CRM implementations and services. Sage CRM is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.
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.
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:
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.
You can now check out the latest features and enhancements related to the advanced integration between Sage 100 and Sage CRM
There has been of flurry of feature enhancements to Greytrix’s GUMU™ Sage 100 CRM integration over the past few months.
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.
What were the biggest things at My CRM Manager in 2023?
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).
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.
More information about the Sage 100 CRM integration can be found on the Sage 100 page of the My CRM Manager website.
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.
This message is for Sage ERP partners (100, Intacct, 300, etc.). The biggest things going on at My CRM Manager include:
This 3-minute video is a good example of the ever improving GUMU™ Sage 100 CRM integration.
Our Sage 100 page has a complete breakdown of the GUMU™ Sage 100 CRM integration. To get a realistic idea of pricing, go to our Sage CRM pricing calculator.