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paula2013

CRM and Sage 100 Premium

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We currently use Sage 100 (MAS200) and Salesforce. 

We are considering switching to Sage 100 Premium and Sage CRM.  My most basic question is this.  In purchasing CRM (in Place) are we required to purchase middleware such as GUMU by GreyTrix.   I don't see anywhere in the pricing papers, where this is required.  We have a need for the CRM to see our custom fields in Sage 100 that has budgets by product and other custom data.   Plus we would like all the normal features such as customer sales history, open orders etc.  via smart phones. 

Thanks much

P.Park

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    I would recommend you work with Sage Sales to get more information and pricing regarding CRM licenses.

    But here is some information that might be helpful in relation to your questions:    

    You are normally given one free user license for CRM with Sage 100 ERP. You would need to purchase additional Sage CRM licenses for additional users as this is normally one named user license.

    Sage 100 ERP integration does come built into Sage 100 ERP version 4.50 and later.

    Integration needs to be configured and the matching Sage CRM integrated (not stand-alone) version needs to be installed also.  

    You can use Sage 100 ERP integration instead of GUMU integration, if you wish, and it is provided with the Sage 100 ERP program.

    Onljy select fields are synched across the Sage 100 ERP integration engine to be synched back and forth from CRM and Sage 100 ERP.

    Custom fields are not normally synched across the integration engine.

      Linked servers are not supported by Sage but that is one way to get data synched between Sage 100 ERP and CRM for custom data that is not handled by the integration engine.  There is an older article in Sage City that refers to how to do this setup but this is outside the scope of Sage 100 ERP Support to assist with that.

     It is possible to add UDFs (user-defined-fields) to the Quick Order Entry screen from CRM (available in Sage 100 ERP Advanced/Premium 2013 and later versions).

     CRM Quick Order Entry allows you to launch a special Sales Order screen from within CRM without having to have a Sage 100 ERP Workstation installed on the pc you are accessing CRM.

    CRM does have special links to get to Sales Order history, etc. but they need a Sage 100 ERP workstation install to run that on a particular machine you are launching inquiries.  CRM itself does not show Sales History via Smart Phone app for CRM as this is Sage 100 ERP data not CRM data.

    So smart phones using a browser to access CRM would not be able to access these links to get data directly from Sage 100 ERP.  

    It may be possible to customize CRM to add specific fields with the Sage 100 ERP data you want but it would take customization to populate that data as it would not fill from Sage 100 ERP integration.

    This may be something you would want to compare to GUMU or other external intregration.

    You may want to speak with your Sage Partner or Sage Sales regarding additional questions.

*Community Hub is the new name for Sage City