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Sage 100 CRM

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GUMU™ Sage 100 CRM

Connecting Sage 100 with Sage CRM provides customer-facing staff with the option to view accounting data and create orders through the Sage CRM interface.  This is a fully bi-directional solution where users can have access to Sage 100 data wherever and whenever they log into Sage CRM. 

The information we are providing on this page refers to the GUMU™ which is the Greytrix version of the Sage 100 to CRM integration.

  • Sage CRM users do not require a license for Sage 100
  • Sage 100 does not need to be the latest version
  • Of all the GUMU™ integrations out there (Sage 100 to SFDC, Sage 100 to MS-CRM, etc.), the integration between Sage 100 and Sage CRM is the best/deepest.
Sage 100 CRM

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Table of Contents

Latest Updates to GUMU™ Sage 100 CRM

February 2024 – There has been of flurry of feature enhancements to Greytrix’ 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. 

Sage 100 CRM

Features, Benefits, user experience video

Features

  • Customer and Vendor integration
  • Ability to define user access rights to Sage 100 data
  • Convert/promote companies in Sage CRM to Customers or Vendors in Sage 100
  • View Order and Invoice history from Sage CRM
  • Create new quotes and orders using Sage CRM’s quoting features that populate Sage 100
  • Promote orders from Sage CRM to Sage 100
  • Lookup Inventory quantities

Benefits

  • Sage CRM users are more informed with their accounts
  • CRM users can look up information for themselves without needing to contact the accounting team
  • Reduces the need for Sage 100 licensing
  • Eliminates duplicate entry
  • Supports remote employees, including Order Entry

This 5-minute video provides an overview of the user experience. 

  • Key metrics on the company summary screen including reports
  • View Customer ERP data including:
    • Invoice History,
    • Sales Order History, 
    • Sales Summary
    • Item Sales History
    • YTD Sales Details
    • Credit History
    • Customer Information 
  • Creating Quotes and Orders that can, on approval, populate Sage 100 
  • Looking up Inventory
Sage 100 CRM

Customer Integration

User have deep visibility into Customer records to view key statistics and buying patterns.  

Highlighted on this screen are all the points of integration visible from a Customer record in Sage CRM.

In the sub-sections below, you will see images of the various customer related screens that your users have access to (if they have rights to see these tabs).

GUMU100CRM Company fields C

View ERP Data

From an easily accessible tab on the Company screen, users can launch a centralized screen that opens up their ability to view tons of valuable information about the Customer: Invoice or Order History, Buying patterns, Credit History, and more! 

Sage 100 CRM

Sage 100 Customer

From the Sage 100 Customer tab of a Company, Sage CRM users can view summary information about an account.  Division, Salesperson, Last Payment date, etc.

Sage 100 Customer Details Tab

AR Inquiry

From the AR History tab, users can filter through open or fully paid invoices and drill into an invoice to see line item details

Sage 100 CRM AR History Tab

Order Inquiry

On the Order Inquiry Tab, users can filter and view open or completed Orders.

Sage 100 CRM Order Inquiry Tab

Sales Summary

The Sales Summary tab allows the user to view the number of invoices and total sales relative Cost of Goods sold for a single fiscal period.

Sage 100 CRM Sales Summary

Item Sales History

Item Sales History provides the CRM user with the ability to look up sales history for a particular sku. 

The results break up quantity sold (units and dollar value) and cost of goods sold by period.

Sage 100 CRM Item Sales History

Credit History

Users do not need to ask accounting about the status of an account.  Instead, they can jump to the credit history tab. 

NOTE, if a company is on credit hold, a red information message will display at the top of the company summary screen.

Sage 100 CRM Credit History Tab

YTD / LYTD Sales Summary

This is my favorite screen as it allows CRM users to readily see unit sales this year versus last year by both units and sales value. 

Users can also filter the data by units.

Sage 100 CRM YTD Sales Detail Screen

Creating Orders

Users can view orders, but more importantly they can create orders in Sage CRM. In configuring the integration, inventory and pricing managed in Sage 100 synchronizes with Sage CRM’s inventory.  This allows us to leverage use of Sage CRM’s Quotes and Order modules, so that users (anywhere) can generate Quotes and Orders that, on approval, can be promoted into Sage 100’s Sales Order Module.   

Users can create a Quote or Order from the context on an Opportunity, or directly from the Company Summary screen

Sage 100 CRM Create Order

Items can be added to the Quote/Order either one-at-a-time or quickly using the Quick Line Entry feature.

Sage 100 CRM
Warning

The Quick Line Entry screen does not currently support inventory items from Sage 100 with the type Charge, Comment or Lot/Serial. Currently, if a user wants to add one of those items, they must enter those types of products via the New Line Item button feature/screen.

If a user has the correct rights, they can promote a Sage CRM Order to the Sage 100 Sales Order module.  When this happens, the Sage 100 Order Reference writes back to Sage CRM.

*NOTE – these Sage CRM Orders can also be promoted directly to a Sage 100 invoice if required.

Sage 100 CRM Promote Order Feature

Linking a Sage 100 RMA to a Sage CRM Case

Sage CRM is great for managing customer service issues and all of the communications related to the issue.  In Sage CRM we refer to these as ‘Cases’ and you can link a Sage 100 RMA to a case.

This video shows you how to link the RMA and there is a more detailed video which starts with this inbound email on this page.

connecting an :: 1717706792

Vendor Integration

In the set up of your system, we can import any existing vendor companies from Sage 100.  

New vendor companies created in Sage CRM can be promoted into Sage 100 (if the user has the correct permisions)

Here is an example of a Vendor Summary screen in Sage CRM.  

Sage 100 CRM Vendor Companies

Inventory Lookup

Just like how we Find Companies or People, this integration allows user to look up Inventory from the Sage CRM Finder menus

Sage 100 CRM Find Inventory

From the inventory finder screen, you can drill into an item and see Order History as well as a list of customers who have purchased the item.

Item Sales History Detail

Administration

The integration component provides an administration section within Sage CRM.  It is from here that we configure the integration and import customers, vendors, inventory (products) and map Sage CRM users to Sage 100 Sales Rep codes.

Sage 100 CRM

Security

On top of all the general security principals within Sage CRM, the Sage 100 module has it’s own security screen used to define the rights you want individual users to have.

Sage 100 CRM

Common Modifications

This integration can be modified to meet the unique requirements of your organization.  More often than not, companies elect to make changes to the integration, some minor and some more significant.  Below you will find a short list of common modifications.

Including key Sage 100 statistics to the Outlook interface

Adding User Defined Field from Sage 100

Yes, absolutely we can modify your integration to include any user defined fields you may have created in Sage 100.

1 to Many: Mapping a Single CRM Company to Multiple Customer Records

By default, integrations between CRM and 100 allow for only a single relationship.  Example: 1 CRM company pointed to 1 Customer record.  However, some organizations have multiple accounting databases with the same companies appearing in more than one database.  For these situations, we use an extension to the integration that allows for a single company record in CRM to be connected to multiple accounting databases (Customers or Vendors).  We refer to this requirement as 1 to Many. 

From the Linked Companies tab, we can establish the connection between the single Sage CRM company and multiple Sage 100 records, as well as define the default relationship. 

Sage 100 CRM 1 to Many

When we move through the integrated screens, the user has the option to filter records by Linked Companies

Sage 100 CRM 1 to Many

Using Serialized Inventory at the Order Level

If your organization needs to assign a serial number to an item at the Quote level (as opposed to the invoice level), we can now accommodate this requirement. Even on the Quick Line Entry screens.

linking a serial number :: 1718046779

If your company uses Serialized Inventory and applies the serial number at the Quote level, you may require an add-on component to make this work.  Please contact me for details – Dan 

Comparing the 2 versions of the Sage CRM to Sage 100 integration

Please note, that there exist 2 very different options for setting up the integration, the first option is published by Sage and the second option (aka GUMU™) is published by a development partner called Greytrix.

Here at My CRM Manager, we strongly endorse the version of the integration published by Greytrix.  It is far more robust, faster, more flexible, and easier to support.  The information we are providing on this page refers to the Greytrix version of the Sage 100 to CRM integration. 

This 3-minute video starts with the Sage (free) version of the integration and then covers the Greytrix version (above) at a very high level.

 

sage crm + sage 100 :: 1718047505

In the Sage version of the integration, you are essentially just launching Sage 100 screens from CRM.  This has significant limitations for many companies that do not want users in Sage 100.  Other significant limitations of the Sage version include:

  • The Sage version requires Sage 100 to be installed on the user’s workstation
  • The Sage version only works inside the LAN
  • The Sage version only works with a single Sage 100 database
  • The Sage version only works with very specific versions of Sage 100
  • The Sage version has a very limited feature set

About the Publisher - Greytrix

The Sage 100 to Sage CRM integration is published by Greytrix. Greytrix has been a Sage CRM development partner for over 20 years and has an excellent reputation within the global Sage Community. 

Aside from this integration with Sage 100, Greytrix also publishes the default integration between Sage CRM and Sage 500, Sage X3, and Sage Intacct.  Beyond Sage CRM, Greytrix also publishes the leading integration between Sage 100 and Salesforce.com.

Greytrix Logo Dark

Frequently Asked Questions about GUMU™ Sage 100 CRM

The integration is sold as an annual subscription rate of $192/user/year.

GUMU stands for 'Greytrix Universal Migration Utility'.  This name is associated with the framework used in all of their integrations between CRM and accounting. 

CRM users do not need direct login access to Sage 100. However, the integration does require a single dedicated Sage 100 user license for CRM to talk to Sage 100.  This Sage 100 license is used while writing from Sage CRM to 100 (insert/update) and also while adding line items.  For example, at the time of any promote process (promote customer, or promote order), the integration logs into Sage 100 using the available license --> writes to Sage 100 --> logs off of Sage 100. So that means if it takes 2-3 seconds to promote a customer from Sage CRM to Sage 100, then the license is consumed for those 2-3 seconds and a license will need to be available.  In larger installs of Sage CRM with a high volume of integration activity, our recommendation is to have 2-3 Sage 100 licensing available.

The integration does support older versions of Sage 100.  Clients do not need to be current with Sage 100.

You bet! GUMU™ for Sage Release Notes – My CRM Manager

Greytrix will work in tandem with your local Sage partner (if not My CRM Manager) to assist in setting the system up.  Level 2 support by Greytrix is included in the subscription rate.

The GUMU uses the ODBC connectivity to read data from Sage 100 and Business Objects to write data in the Sage 100.

Not all features of Sage 100 ERP exist in the GUMU™.  Specific examples include:

  1. As of January 2022, the GUMU does not support all of Sage 100's kitting features.
  2. Sage 100 custom fields (Under Defined Fields or UDFs) must be recreated in Sage CRM and mapped.

When evaluating this system with us, we will review how your organization uses Sage 100 and then clarify with you the differences users will experience with the GUMU interface.

Yes, this happens. However, please keep in mind the following:

  1. The Sage version of the 100 integration will need to be completely removed
  2. When switching to the GUMU, any pre-existing Quotes or Orders on open opportunities will need to be re-entered

If your intention is to leverage GUMU™'s order processing features, great. It is a very practical solution for allowing staff who do not have direct access to promote orders into Sage 100. However, since so many options exist in Sage 100, we will need to review a separate checklist of items with you. 

If users will be processing Quotes and Orders from Sage CRM - AND - your Sage 100 system uses Avalara, then there is an additional $800 annual subscription fee from Greytrix.

Demonstrations of this solution are available on request and for a more thorough evaluation, we offer a fixed fee Pilot Package which allows you to test drive the system before fully committing.

Yes, this integration can be set up anywhere and connect to your on-premise Sage 100 instance. The conditions that must be met for this to be feasible include:

  • IIS should be installed on the Sage 100 server.
  • Sdata should be installed on the Sage 100 server.
  • Sdata URL should be accessible through the internet and should also be accessible from the Sage CRM server.

2-points:

  1. Prior to configuring the Sage 100 CRM integration, we will provide a pre-installation checklist. Some of the questions on that checklist are typically completed by the Sage 100 partner.
  2. After the GUMU has been installed, if/when Sage 100 is reinstalled, the Sage 100 system will expect the GUMU to exist before reimporting data from the old 100 system to the new. Upgrades to Sage 100 should be coordinated with the CRM team. 
Sage CRM to 100 User Guide

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