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Seamlessly connected enterprise systems ensuring 360° real-time data visibility to perform informed business decisions is the need of the hour for organizations. Ever wondered how it is achieved? The answer resides in introducing an integrated enterprise system in place. Greytrix Australia offers GUMU™ - a data integration framework that facilitates in seamlessly connecting ERP - CRM systems. Organizations use Salesforce for contact management and sales management between company and customers. Sage X3 – ERP application, is the ERP system with built-in functionality to manage key business operations from purchasing, manufacturing, inventory, and customer service. However, siloed business systems result in inefficiencies. Manual data entry leads to data duplication in turn affecting employee productivity and customer experience. Greytrix Australia – ERP CRM solution providers, GUMU™ Salesforce Sage integration expands opportunities for new functionalities, maximizing the product utility and capabilities.
Real-time data access ensures immediate response to important analytics for running a successful business. Greytrix GUMU™ connector for Salesforce with ERP solutions ensures real-time and bi-directional access to key customer information. This includes Quotes, Sales Orders, Shipments, Invoices, Credit Notes and Payment Receipts on user-friendly Salesforce tabs for any particular Account / Customer.
Data stored in Salesforce CRM or ERP software is of critical nature depending on your business standards. Greytrix – ERP software companies in Australia, GUMU™ for Salesforce and Sage ERP integration, allows businesses to have secured and better control of data that is managed across the organization. The Security Matrix of GUMU™ integration allows system administrators to assign authorization rights to users for different features. These include ERP Administration, Promote Customers, Promote Sales Orders, update real-time customer details and link/unlink customers.
One of the essential features of GUMU™ integration is syncing specific entities of both the business systems – Salesforce and ERP software solutions. Using this screen of entity synchronization, businesses can build an additional field of ERP entity and map it with respective Salesforce CRM object field. This results in automatic data transfer between the mapped ERP softwares field and Salesforce object field during the import data process. The integration also supports mapping standard as well as custom Salesforce CRM fields.
Businesses often receive inquiries, that are converted into leads and then to accounts where they may execute a transaction. Promoting Customers | Orders is one of the features of Salesforce Sage integration. It allows the sales team to proactively promote Customers and Sales Orders from Salesforce to ERP, thereby reducing time and efforts of data entry into ERP system.
Linking customers allows users to link Salesforce Accounts with ERP customers. Businesses can import new customers from their ERP system to Salesforce. In order to avoid data duplication, for an already existing customer, GUMU™ integration allows linking existing customer before bringing the customer from Sage ERP to Salesforce.
Salesforce and ERP softwares, both available on the cloud make it easier to access data anytime, anywhere and view product updates, pricing fluctuations, customer transactional updates with GUMU™ Salesforce Sage integration.
ERP Connector with Salesforce CRM application addresses the following benefits:
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