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Featured Sage CRM Video

Sage CRM Upgrades: A Growing Pain Point for Sage 100 and Sage 300 Partners

We’ve been hearing the same concern more often lately from Sage partners: Sage CRM resources are getting harder to find, especially when an ERP upgrade also brings CRM work along with it. An ERP upgrade can quickly turn into a CRM upgrade conversation too, and that is exactly the kind of work many Sage 100 and 300 partners would rather not take on themselves. It ...

GUMU™ for Salesforce–Sage Intacct Integration Coming Soon to Sage Intacct Marketplace

We’re pleased to share that GUMU™ for Salesforce – Sage Intacct Integration is now visible in preview on the Sage Intacct Marketplace, which is an encouraging step as the listing moves through final approval. (Just in time for Sage Future!) While GUMU™ is already available on the Salesforce AppExchange (5-star review), this upcoming Sage Intacct Marketplace presence is especially exciting for Intacct users who want to ...

How to Merge Duplicate Opportunities in Sage CRM

Duplicate opportunities can create confusion, inflate your sales pipeline, and make reporting less reliable. That’s why we built a Sage CRM customization that allows teams to merge duplicate opportunities into one original record when they later realize those deals are actually the same. https://youtu.be/dHDSxtvpJAo With this solution, users can select the duplicate opportunity, merge it into the original, and preserve important records like communications and ...

Client Testimonial: C.L. Bailey’s Salesforce-Sage 100 Integration Success Story

C.L. Bailey recently went live with a Salesforce to Sage 100 integration designed to help sales users create quotes and orders directly in CRM using Sage products and pricing. With the GUMU™ integration, approved transactions can flow straight from Salesforce into Sage 100, reducing duplicate entry and improving efficiency across teams. Like many CRM and ERP integration projects, there were implementation questions and workflow nuances ...

Client Testimonial: KDL Enterprises on Their Salesforce-Sage 100 Success

KDL Enterprises recently shared their experience using Salesforce integrated with Sage 100 through the GUMU™ connector, and we’re proud to hear it’s been such a success for their team. In this client testimonial, Holly explains how the system has streamlined the flow of information and made the process of creating orders and pushing them into Sage 100 much more effective. She also highlights how the ...

Client Testimonial: How UNISORB Connected Teams Using Sage CRM

UNISORB has been using Sage CRM since 2013, but like many long-term users, they initially relied on core functionality. In 2025, the team decided to expand their use of the system by implementing opportunity workflow to better connect sales, engineering, and operations. Working collaboratively with My CRM Manager, UNISORB documented their internal processes and built workflow guard rails that ensured consistency as opportunities moved through ...

Salesforce to Sage ERP Integration Made Simple with GUMU™

Integrating Salesforce with Sage ERP systems like Sage 100, Sage 300, Sage X3, and Sage Intacct has never been easier. With GUMU™ by Greytrix, businesses can achieve full bidirectional Salesforce to Sage integration without complex custom development. GUMU™ allows Salesforce users to view real-time accounting data, create quotes and sales orders using Sage-defined pricing, and promote approved transactions directly into the Sage ERP system, all ...

Client Success Story: How Sage CRM + Sage 100 Power Efficient Operations at Smithcraft Signs

Smithcraft Signs, a Phoenix-based sign manufacturer with around 50 employees, has spent years refining how information moves through their business. By using Sage CRM integrated with Sage 100, they’ve built a system that supports everything from sales and art approvals to project management, accounting, and fabrication. In this case study video, Nicole Bergstrom explains how the integration eliminates redundant work and manual data entry, something ...

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