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New user experience video for GUMU™ Sage 100 CRM integration

  • 1.  New user experience video for GUMU™ Sage 100 CRM integration

    Posted 05-31-2021 16:44

    So much has changed with the Sage 100 integration over the past year that I needed to update the User Experience video.  This updated version below properly reflects the 2021 version of the GUMU™ (aka Ruby) including the enhanced user interface, dynamic Sage 100 reports, etc. 

    • 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

    All information about the GUMU™ Sage 100 CRM integration is found on the Sage 100 page of the mycrmmanager.com website.

    **Related - recently a couple of Sage 100 partners asked if I can act as their Sage CRM salesperson.  Yes - of course. Don't be shy.



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    Dan Cousins 416.233.3188
    My CRM Manager
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