Sage 100

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  • 1.  Sage 100 CRM revamped

    Posted 07-30-2019 15:13

    Wanted everyone to be aware of the recent changes to the Sage 100 / CRM integration published by Greytrix (aka the GUMU). 

    1. New Find / Inventory feature
    2. New Credit History
    3. YTD and LYTD Sales fields on the company summary screen
    4. New purchase history tab comparing this year versus last year (sales and item volume)

    Below are some summary videos I found online:
    2-minute video on the user experience: https://www.youtube.com/watch?v=_GiOOYLsS60
    4-minute video on the recent functional enhancements: https://www.youtube.com/watch?v=sU4S5sm0l8w

    We have already rolled these upgrades out to several systems.  It makes selling Sage CRM (and Sage 100) much easier. Any of your clients that have the GUMU are entitled to any/all of these recent enhancements (above in video 2).  You just have to reach out to Greytrix. 

    Sage 100 CRM new purchase history screen


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    Dan Cousins - 416.233.3188
    My CRM Manager
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  • 2.  RE: Sage 100 CRM revamped

    Posted 07-31-2019 10:18
    Is there any comparison of what standard Sage 100cloud - Sage CRM integration vs GUMU offers? I tried looking on Greytrix's site but while aesthetically pleasing it's a bit of dumpster fire trying to find anything technical which describes features in detail.

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    Wayne Schulz - Schulz Consulting - 860-516-8990
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  • 3.  RE: Sage 100 CRM revamped

    Posted 07-31-2019 15:17

    Hi Wayne, 

    The two integrations have completely different designs. There is  2-minute comparison video (and text) on this page: https://dcaa.ca/sage-connected-services/sage-100-crm/mas-integration/

    With Sage's free version of the integration, when we bring up a company, we can launch Sage 100's Customer Maintenance module to view or edit details related to an existing customer.  We can also launch the Sage 100 Order Entry screens if we need to create a quote or order.   As well, we can also run certain Sage 100 inquiries.  With this Sage version of the integration, users must be within the local area network in order for it to work.

    The Greytrix version is different as the integration is occurring at the server level. When setting it up we can choose to import not only customer and vendors but also import products and price lists.  This allows you to use all of CRM's internal quoting related functionality. With the Greytrix version of the integration, users do not need to be on the local area network for it to work. This Greytrix option has more security features, is flexible, and can be modified. But, the Greytrix version isn't free ($160/user/year).

    Hope this helps.



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    Dan Cousins
    Owner
    My CRM Manager
    416.233.3188
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    Original Message


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