Category Archives: Salesforce

GUMU™ Salesforce to Sage 5.79 Release Notes

Greytrix’s 5.79 release for their GUMU™ Salesforce to Sage integration is huge, adding significant features such as ‘Key Stats’ to the Account Summary screen (image below) as well as ‘Quick Line Entry’ (aka QLE) screens/features to the existing Order Processing functions. 

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Highlights are included below, and you can download the release notes here or use the ‘Schedule a Demo’ button on this screen to get a personalized walkthrough. 5.79 is a free upgrade for existing subscribers.

Account Stats

From the context of an Account, users can now see helpful statistics including: YTD Sales, LYTD, % change, Days since last Invoice or Order, etc. (image below)

customer stats

Quick Line Entry Screens

Historically, the GUMU™ has allowed users to add line items to their Quotes and Orders one-at-a-time. However, as more subscribers are using the GUMU™ for Order Processing, we have been adding features that make the experience of adding line items to Quotes and Orders faster and easier.

The first significant enhancement is that we have provided a new ‘New ERP Product’ action button that allows users to add quote line items in the same way order line items are added through the Add Product button in Sales Orders.

quote page

The second significant enhancement has been to provide a new method for adding multiple line items easier using our new ‘Quick Line Entry’ (QLE) screens. The QLE screens streamline the process of searching for items and adding them to Quotes and Orders. 

Watch: GUMU Salesforce to Sage 100 QLE Screens – TechSmith Screencast

quote qle

GUMU Sage 100 WebAPI replacing SData

With Sage 100 v2025, Sage has elected to decommission SData. Historically Greytrix’ GUMU™ Salesforce integration to Sage 100 used SData, but over the past 6-months Greytrix have created a new WebAPI called ‘Greytrix WebAPI’ (so catchy) which has turned out to be far superior to the old SData connection. For Salesforce integrations, this means a faster and more robust integration. This recent Greytrix BLOG reviews several examples of how the new WebAPI outperforms SData. 

Be aware that, beyond the GUMU™ Salesforce integration to Sage 100, this new WebAPI can be used by Sage 100 partners for other integration purposes.

Important!

Changing from SData to the new Greytrix WebAPI is no charge for active subscribers. This is a critical task that must happen before clients upgrade Sage 100 to v2025. 

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™ 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.

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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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

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: