Overview of Dashboards and Charts Feature in Sage CRM using GUMU™ Sage CRM – Sage 100 Integration

By | September 3, 2022

GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process.

In the latest version of GUMU™ Sage CRM – Sage 100 Integration we have introduced some new features and one of them is we are now displaying Dashboards and Charts for Customers on Global and Individual level.

Users can find multiple graphics on single dashboard on the Sage CRM home page that has customer sales data. Refer below image.

Prepare to convert

Similarly, the graphical interface that is shown on the CRM home page is also displayed for an individual Sage 100 customer on the Sage CRM Company Dashboard tab. Refer below image.

Prepare to convert


In addition, we have charts related to the product family and monthly sales as shown in the picture below for Sage 100 customers on the Sage CRM Summary screen.

MONTHLY SALES

Prepare to convert

PRODUCT FAMILY WISE SALE

Prepare to convert

With the help of these features, users will now have the advantage of understanding sales data for customers and exploration analysis going forward.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes add-ons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.