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). 

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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.

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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. 

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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:

Connecting 1 CRM company to multiple customer records

By default, integrated CRMs typically connect a single CRM account to a single customer (or vendor) record. Many companies would prefer a single CRM account be mapped to multiple customers and/or vendors. Our 1:Many component for Sage CRM handles this for both Sage 100 and Sage 300.

GUMU salesforce to Sage #1 on salesforce’s App Exchange

Greytrix’s GUMU™ salesforce to Sage integration is now the top ranked integration on salesforce’s App Exchange with a 4.98 rating and over 50 reviews. Key reasons why are outlined below. 

  • Better Design,
  • Flexibility,
  • Price,
  • Service
Better Design

The GUMU™ brings key Sage accounting data into salesforce (Order and Invoice details) so that it can be used within salesforce’s native reporting features (See image below). If I am a salesperson using salesforce – this is exactly what I want!

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Cost

This integration is priced per user and is independent of the number of Sage accounting companies (databases). Check out our pricing calculator. 

Salesforce users do not require a license for the Sage accounting system.

Flexibility

Most all companies that have an integrated system want to make changes to it – to empower users even more. The GUMU™ framework allows us to easily modify the system. Maybe you have custom fields in Sage accounting that you need in salesforce, or maybe your team is asking for specific reports (image above). These types of changes are easily accommodated with the GUMU™. 

Service & Support

The salesforce support team at Greytrix are first in class.

Customizing

Show SLA panel

 

We have a ticketing system and cl You don’t get a 4.98 rating by dropping the ball. 

types of changes are easily accommodated with the GUMU™. 

GUMU™ Sage 100 CRM User Experience

Greytrix’s flagship integration to accounting is the GUMU™ Sage 100 CRM integration.

Without question, this is the most robust and feature rich integrated CRM available within the Sage community – and of course for Sage 100 customers. This integration has prompted many Sage 100 partners to urge their clients to take a closer look at Sage CRM. The 3-minute video below walks you through the user experience and will give you a clear understanding of the solution.

All information about the GUMU™ Sage 100 CRM integration is found on the Sage 100 page of the mycrmmanager.com website, but you or your clients are also welcome to schedule a demo for a personalized walk-through.