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.

GUMU Sage 100 CRM Roadmap

The GUMU™ Sage 100 CRM integration is definitely progressive. The timeline below reflects significant milestones over the past 3-years and provides a glimpse forward. A detailed breakdown of the integration can be found on the Sage 100 page.

Initial Launch (Advance Sage 100 CRM)

Greytrix publishes their GUMU for Sage 100 CRM to overcome limitations of the default Sage 100 integration to Sage CRM. 

2006
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2008

Multi-Company & Real-Time Pricing

Added Multi-company support (multiple Sage 100 databases) to the integration as well as real-time pricing.

MCM / Greytrix Partnership

In January of 2019, Greytrix entered a partnership with My CRM Manager to actively promote the product. AND to work with Greytrix developers to improve the GUMU™.

Q1 2019
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Q3 2019

Buying Trends Key Statistics

One of the very first enhancements we rolled out was the tab comparing this year versus last year (units and sales volume). This began a trend of providing the CRM user with more meaningful statistics. This release also introduced the FIND/ INVENTORY feature. Fall 2019 Announcement

Quick Line Entry (QLE Screens)

This was when we first introduced the Quick Line Entry (QLE) screens that allowed for faster Quote/Order entry. This feature set was a significant milestone towards making Sage CRM more popular for order processing.

Q1 2020
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Q3 2020

Sage 100 Reports Inside Sage CRM

Introduced graphical charts that display Sage 100 data, and provided even deeper visibility into Inventory history, Fall 2020 Announcement

Ruby Edition!!

This release included modernizing a lot of the integration screens but also changed the reporting engine so that we could include Sage 100 data into Sage CRM default reporting and dashboards. Ruby Announcement Spring 2021

Q2 2021
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Q3 2021

Expanded Statistics

Expanded the key statistics displayed on the company summary screen, made the graphs on the company summary screen collapsible.

More Focus on Reports

The August 2022 release of the GUMU™ has significant enhancements added that are a direct result of your feedback.

Q2 2022