We are doing more this year related to reporting back on Sage 100 data within Sage CRM. I have a few examples that I'll post this month, but here is a good one. One of our accounts using the GUMU™ version of the Sage 100 integration needed to see profitability by an individual salesperson from within Sage CRM.
For those that have access to this screen, it provides a total AND the ability to export the results to Excel. Clicking here will launch a 90-second video of this tool in action.
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Dan Cousins (416) 233-9049
My CRM Manager
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