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GUMU™Salesforce

GUMU Salesforce to Sage 300 Case Study

https://www.youtube.com/watch?v=oxjyccr2aFw This Case Study video is the first in a series that uses a recurring cast of characters. In this project, PetPaws Rx leveraged Greytrix’s GUMU™ Salesforce to Sage 300 integration to seamlessly pull orders from Commerce Cloud into Sage 300. GUMU™ Salesforce to Sage 300

Salesforce

The Integration Fix: Why GUMU™ Gets It Right | Ft. Dan Cousins

While visiting Greytrix HQ in Mumbai in February 2025, Dan participated in this GREYTpod podcast describing the GUMU™ and the impact the GUMU™ has on integrated CRM/Sage systems. https://www.youtube.com/watch?v=AedX9_9x-9M

Sage CRM

S5 SMS – Texting with Sage CRM

This videos outlines how the S5 SMS tool can be used in conjunction with Sage CRM to send and receive text messages. Messages can be sent automatically based on defined criteria, and text responses can trigger actions within CRM. https://www.youtube.com/watch?v=AplDivQ0dSo

GUMU™Salesforce

GUMU™ Salesforce Webinar November 19.2024

Benefits of Integrating your Sage System with Salesforce Tue, Nov 1912:00 PM – 12:50 PM ESTOnline 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 ...

GUMU™Sage CRM

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.

GUMU™Salesforce

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 ...

Sage CRM

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.

Sage CRM

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 ...

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