GUMU for Sage CRM GoldMine Migration Feature List Greytrix

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1 GUMU For Sage CRM - GoldMine Migration Feature List For Videos on our GUMU Solutions Visit the Greytrix YouTube Channel at 1

2 GUMU for Sage CRM - GoldMine product is compatible with following version of Sage CRM and GoldMine. Sage CRM: Sage CRM.com (Hosted Edition of Sage CRM) GoldMine:

3 GUMU converts the following information from GoldMine into Sage CRM. 1. Users: All the users in GoldMine are added as Resources in CRM. This is to ensure that the Sage CRM user licenses are not used and also the communications and opportunities from GoldMine are mapped to correct users after migration. 2. Company: Company records in GoldMine are migrated as Sage CRM Company. Some of the Contact info from the Contact Info tab in GoldMine is migrated to company in Sage CRM. GUMU also provides feature to map the user defined fields created in GoldMine Company to Sage CRM Company Custom Tabs Following tabs are created in Sage CRM under the company context after the migration Fields Details Referrals * This is applicable only for the on premise version of Sage CRM Company Address: GoldMine Address Main Address Sage CRM Address Type Company address from GoldMine is migrated as the primary address of Company with type set as. 3

4 2.3. Company Phone: GoldMine Phone Phone1 Phone2 Phone3 Fax Sage CRM Phone Type Isdn Toll Free Fax Company phones address from GoldMine is migrated as the Company phone with type set as Company GoldMine Sage CRM Info Company address from GoldMine is migrated as company address. 3. Contact: 3.1. Primary Contact Contacts in GoldMine are migrated as Sage CRM persons. Person migrated in Sage CRM are linked to the corresponding company. Contacts that do not have a company are migrated as stand alone persons that are not linked to any company. User defined fields from Contact are mapped to user defined fields in person in Sage CRM. 4

5 Primary Contact Address: GoldMine Address Main Address Home Address Sage CRM Address Type Home Contact address from GoldMine is migrated as the person address in Sage CRM. The address type is set as primary address for person Primary Contact Phone: GoldMine Phone Phone Fax Mobile Alternate Phone Pager Home Sage CRM Phone Type Fax Mobile Pager Home Contact phones address from GoldMine is migrated as the person phone. Phone with business type is set as primary for person. 5

6 Primary Contact GoldMine Sage CRM address from contact GoldMine is migrated as person address. 4. Secondary Contacts Secondary contacts from GoldMine are migrated as persons in Sage CRM. These can be viewed from the Peoples tab under company Secondary Contacts Address GoldMine Address Sage CRM Address Type Secondary contact address from GoldMine is migrated as address for the person in Sage CRM. These can be viewed from the Peoples tab under company Secondary Contacts GoldMine Sage CRM Type Secondary contact from GoldMine is migrated under the person of business type. 6

7 5. Notes Notes from GoldMine are migrated as communication ins Sage CRM. GUMU also provides the option to migrate the Notes as Notes in Sage CRM. The notes are linked to the corresponding user in Sage CRM. 6. History History records from GoldMine are migrated as communication in Sage CRM. GoldMine Activity Type Call out Call In In Out Meeting Other Sage CRM communication type Phone Out Phone In In Out Meeting GUMU inserts a note in the communication detail stating if it is recurring activity or no along with the recurring parameters like period, type of recurring (daily, weekly, monthly or yearly). The communication is also set to complete. The corresponding user is also linked with the communication. 7

8 7. Pending Pending records from GoldMine are migrated as communication in Sage CRM. The pending types from GoldMine are mapped to Sage CRM communication type as follows GoldMine Activity Type Call Meeting Personal Activity Vacation Sage CRM communication type Phone Out Meeting Vacation GUMU inserts a note in the communication detail stating if it is recurring activity or no along with the recurring parameters like period, type of recurring (daily, weekly, monthly or yearly). The corresponding user is also linked with the communication. The activity status in GoldMine is also set in the Sage CRM communication. Attachment linked to a pending is also migrated and linked to the communication. 8. Opportunity Opportunity in GoldMine is migrated as Opportunity in Sage CRM. Apart from opportunity, the information from GoldMine opportunity is migrated as Order in Sage CRM. The information s from an GoldMine opportunity is split as shown below 8

9 GoldMine Opportunity Header GoldMine Opportunity Details GoldMine Opportunity Details Sage CRM Order Header Sage CRM Line Items Sage CRM Products 9. Links GUMU migrates documents from GoldMine as Library in Sage CRM for the corresponding company or person. The document is actually copied from its source destination to the library path on the Sage CRM server. 9

10 About GUMU GUMU is a data frame providing migration and integration solutions created by Greytrix. GUMU using web enabled or desktop applications can integrate the systems bi- directionally as well as migrate the information from current less efficient to more powerful and robust system. GUMU has served the organizations who wish to take a giant leap in the process which drives its organization, IT being an invariable parameter of it. GUMU has reached tens of thousands of its users, who are now celebrating its presence, as GUMU has empowered their business information flow process and projected the exponential growth of their business. About The Greytrix Company We are the only company in the world with a unique business model which is reseller centric for providing vertical addons, integration and migration solutions as well as a one stop service for MULTIPLE product lines in the SME segment. We started at a time, when the entire IT industry was moving towards the Dot Coms (ended up being dot bombs!) but decided to take the road less travelled and entered the SME business application market, adding a fresh, new and unique way of facilitating businesses in this segment. l For Further details or Clarifications kindly contact us at: - sage@greytrix.com Greytrix: - Sage CRM Blog - Sage ERP X3 Blog - Sage MAS / ACT Blog - Sage Accpac Blog - * Greytrix, Sage and GUMU TM product or service names mentioned herein are registered trademarks and are properties of their respective owners. *All other names, logos and trademarks are properties of their respective owners. 10