Every organization in order to achieve continuous growth should engage itself in integrating its business software solutions. So how does one achieve front-end and back-end integration to optimize the business software solutions?

Sage ERP (Sage X3 | Sage 300 | Sage 100) and Salesforce form the backbone of your organization’s IT ecosystem. Businesses use Sage ERP that manages the backend information such as accounting, shipping details, financial data, supply chain management details and billing information and Salesforce tracks valuable customer data, understanding prospects and managing the sales pipelines. Greytrix, with its GUMU™ connector, integrates the two business systems unleashing the true potential of a unified system.

GUMU™ integration allows enterprises a bi-directional view of Salesforce and Sage ERP (Sage X3 | Sage 300 | Sage 100) data on a real-time basis, that ensures secured data access with Authorization Control, Promote Customers and Sales Orders from Salesforce to Sage ERP and also Link accounts between the two software solutions.

To know how GUMU™ can benefit your specific industry with integrated Salesforce & Sage ERP solutions, attend our webinar on GUMU™ integration for Salesforce with Sage ERP. Empower your enterprise to connect customer information, accounting, payroll and financial data into one system so that information is accessible from any device at anytime, anywhere.

Salesforce-Sage X3 Salesforce-Sage 300 Salesforce-Sage 100 |
Salesforce AppExchange Salesforce Blogs


Features of Salesforce – Sage X3 Integration

1. Real-time, Bi-directional, Multi-Folder

2. Import Sage ERP Customers/Prospects into Salesforce Accounts along with contacts and Additional Ship to Addresses

3. View Customer Information, A/R Inquiry and Order Inquiry, real-time in Salesforce from Sage ERP

4. Integrate Multiple Sage ERP folders with a single instance of Salesforce

5. Security Matrix to control access to Sage ERP data to Salesforce user

6. Link/Unlink Sage ERP Customers with existing Salesforce accounts

7. Real-time updates for linked accounts

8. Easy to configure any new Standard/Custom fields to display on respective Inquiries screen

9. View Quote Inquiry, Shipment Inquiry and Sales Summary, real-time in Salesforce from Sage ERP

10. Promote Salesforce Account as a Sage ERP Customer real-time

11. Promote Sage ERP Customer as Salesforce account real-time

12. Import Sage ERP Products into Salesforce

13. Supports real-time pricing of products while creating Sales Orders from within Salesforce

14. Promote Sales Order from Salesforce to Sage ERP real-time

15. Sage ERP Salesperson Mapping with Salesforce users

For a live demo/trial or any queries/ feedback/suggestions please email salesforce@greytrix.com

 

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage X3 integration with Sage CRMSalesforce.com and Magento eCommerce along with Sage X3 migration from Sage 50 US, Sage Pro and QuickBooks.  We also offer best-in-class Sage X3 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com. We will be glad to assist you.

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