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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