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

Linking Marketing Activities to Opportunities

You can link marketing activities to individual opportunities. The quick method is to use the ‘Source’ field at the opportunity level. The more involved method allows your marketing team to define detailed marketing activities (Sage CRM calls these wave activities). The 3-minute video below provides you with an overview. 

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S5Scheduler for Sage CRM

S5Scheduler for Sage CRM provides a more practical means to visualizing date specific content from Sage CRM. For example, allowing you to see a schedule of jobs for your install team OR deliverables for your outside Sales team. In the real life example below, we are displaying service jobs that have… 

  • Color coded events to reference a specific user/team/status/product/location (whatever you require)
  • The color on the far right indicates the stage of the event
  • Hovering over the S5Scheduler event displays additional details
  • In the Hover, you can drill down into the details of a event
  • Works with any Sage CRM custom entity that includes date sensitive information

S5Scheduler is perfect for companies that find the default Sage CRM calendar/scheduling features too limiting.

s5scheduler

How My CRM Manager works with clients

The video below walks through how we work with clients to document and progress jobs in our system. AND how we report this information back to clients.

We use Sage CRM to manage individual jobs. A CRM workflow controls how the job is entered and how it progresses along from the Project Manager, to the technical team, and then back to the Project Manager. If you wanted to see our case workflow in detail, use this link. 

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Outbound Email User Delegation

If your Sage CRM system has been configured for Outbound email AND users have 365 accounts, then whenever a new CRM user gets added, whomever manages your MS Exchange must remember to go into the Exchange Admin Center and enable the user’s email address  to have either SEND AS or SEND ON BEHALF rights for the crm@ address that was used to configure outbound email in Sage CRM.

This is a task for your IT Team or whomever manages your Exchange. The email address crm@ is the single address used by Sage CRM users to send emails out.

You might also want to check the other user email accounts to ensure they also have these delegation rights.

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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

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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.

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