Meet Agent GUMU™
The AI assistant that brings ERP into your CRM
Use the power of Salesforce AgentForce for real-time answers and instant ERP actions through chat.
Create quotes, check pricing, validate credit, or promote orders
without leaving Salesforce.
Meet Agent GUMU™
The AI assistant that brings ERP into your CRM
Use the power of Salesforce AgentForce for real-time answers and instant ERP actions through chat.
Create quotes, check pricing, validate credit, or promote orders
without leaving Salesforce.
What Is Agent GUMU™ ?
Agent GUMU™ is the intelligent connection between Salesforce and ERP.
Built on Greytrix’s trusted GUMU™ framework, it transforms ERP integration into a seamless conversation.
Instead of navigating multiple screens, users simply chat with Agentforce to perform ERP actions — from checking inventory to validating payments.
Behind the scenes, Agent GUMU™ manages the heavy lifting: ERP validation, data mapping, and workflow execution.
Supported ERP Systems
Sage 100 • Sage 300 • Sage X3 • Sage Intacct
Your teams move faster, work smarter, and focus on what matters — closing deals and serving customers. All inside Salesforce using the advanced Agentforce setup.
Core Features & Business Benefits
Everything your teams need to work faster, smarter, and without switching systems.
Conversational ERP Assistant
Run ERP workflows using simple chat commands like “Promote quote” or “Check stock,” turning complex ERP tasks into fast, intuitive actions.
Validations & Role Control
Each action follows ERP rules, pricing logic, and assigned role permissions, ensuring every workflow runs accurately, securely, and fully compliant.
Quotes & Orders Inside Salesforce
Create and promote ERP-ready quotes and orders directly from chat, enabling faster quote-to order cycles and consistently accurate transactions.
Live Product & Customer Insights
Ask “Top customers by value?” or “Sales trend for Q4?” and instantly access ERP-driven insights that support smarter sales decisions.
Smart Payment & Credit Checks
Automatically validates credit limits, payment terms, discounts, and open invoices before syncing, ensuring every transaction is accurate and compliant.
Mobile-Ready Experience
Access ERP insights, pricing, and approvals on the go using Salesforce Mobile, helping teams stay connected and productive anywhere.
How It Works
Connect
Your org connects securely through the GUMU™ integration layer via AgentForce.
Initiate
Users submit structured chat requests in AgentForce to begin an ERP action.
Interpret
Agent GUMU™ identifies the intended ERP workflow using configured intent models.
Validate
The GUMU™ framework checks pricing, stock, discounts, and credit before execution.
Execute
The ERP processes the request, and updates sync instantly back into Salesforce.
How Agent GUMU™ Connects Salesforce and Sage
Connect
Your org connects securely through the GUMU™ integration layer via AgentForce.
Interpret
Agent GUMU™ identifies the intended ERP workflow using configured intent models.
Execute
The ERP processes the request, and updates sync instantly back into Salesforce.
Initiate
Users submit structured chat requests in AgentForce to begin an ERP action.
Validate
The GUMU™ framework checks pricing, stock, discounts, and credit before execution.
Business Impact: Marketing, Sales & Service United
Agent GUMU™ brings ERP context where teams already work, improving clarity, coordination, and response
accuracy across departments. Together, these capabilities give every team a shared view of customers and performance — driving higher ROI, shorter cycles, and consistent, insight-driven growth.
Marketing
Sales
Service
Why Choose Agent GUMU™
Backed by 25+ years of integration expertise, Agent GUMU™ unites ERP logic, Salesforce simplicity, and
conversational automation into one smart assistant.
It doesn’t just transfer data — it understands business language and executes with precision.
With Agent GUMU™, you can:
- Cut manual entry by up to 60%
- Reduce IT dependency and support tickets
- Shorten quote-to-cash timelines
- Improve transaction accuracy
- Scale ERP access without expanding infrastructure
Agent GUMU™ combines:
GUMU™ integration reliability
Agentforce intelligence
Configuration-based flexibility
Real-time ERP visibility
About Greytrix
Greytrix is a trusted Salesforce and ERP integration partner with over two decades of experience helping businesses connect to their front-and-back-office systems. With 2,000+ customers and 1,000+ successful global projects, we specialize in building solutions that bridge data, automate workflows, and simplify complex operations.
As a long-standing Salesforce Partner, Greytrix combines technical expertise with real-world business understanding to deliver integrations that work — secure, scalable, and tailor-made. Our flagship GUMU™ Integration Platform powers seamless connections between Salesforce and applications like Shopify, ensuring your teams have unified data, valuable insights, and total visibility across every channel.
From implementation and customization to post-deployment support, we go beyond configuration. We partner with you to create smarter, connected ecosystems that drive customer satisfaction, improve operational efficiency, and fuel business growth.
Salesforce
Partner
Ready to make Salesforce work smarter with ERP intelligence?
Let’s connect your Salesforce CRM and Sage ERP through ERP through conversation — not code.