Sage Intacct: Accounting Breaks Free from Excel

By | January 15, 2019

Sage Intacct has followed and honed a pure cloud model to deliver multi-tenant financial management on a platform-built for finance. As you consider your cloud strategy, products and services, like Sage Intacct, deliver on the promises of cloud computing. Multi-tenant solutions have been accredited to yield significant ROI, lower costs, reduction in the complexities of connecting third-party systems and building entirely new applications and modules providing an extensible platform.

Read more: Sage Intacct Integration with Sage CRM

The criticality of the right information at the right time is needed to compete effectively in a digital ecosystem. Customer Relationship Management or CRM is the fulcrum on which the modern enterprises build their entire business model of customer orientation. Sage CRM, a robust web-based CRM, helps businesses grow their relationships with customers and is the best-selling SME CRM solution from Sage.  Being the ultimate integrated CRM, it covers all your small and medium CRM needs.

CRM Features Sets

  • Sales Force Automation- Sage CRM allows you to track new leads and sales opportunities helping you to make a better business decision.  It also provides powerful campaign reports to the Sales team to improve the next campaign.
  • Marketing Automation- Plan marketing campaigns with precision, track the results of these campaigns and get the campaign reports within minutes. Manage your marketing campaign across multiple channels.
  • Customer Service Automation- Get real-time access to relevant customer data including orders, call and escalation history, interactions, multiple contacts, support cases, e-mail and documents sent and received, sales opportunities.

Greytrix, being #1 Sage CRM Development Partner and Sage Intacct Development Partner, brings its CRM expertise with its patented GUMU™ data exchange framework that facilitates rapid data movement between Sage Intacct and CRM seamlessly. The integration benefits include automated business processes and deduplication with faster workflows. The techno-functional team has a proven approach and experience on working with the development, integration and implementation of Sage CRM using Sage CRM SDK, Sage CRM .NET API, Sage CRM Web Services along with Sage Intacct Web Services.

GUMU™ integration, listed on Sage Intacct Marketplace, delivers enhanced business insights, increasing productivity and efficiency. Additionally, ensuring a single customer-centric view across multiple business units.

Integration Touchpoints:

Business Partners View/Add Sales Inquiries Inventory Information
Customer Details Sales Orders Product Information
Addresses & Contact Information Sales Quotes Quantity on Hand
Persons Sales Invoices

GUMUTM Integration and Migration for Sage

GUMU™ is a data exchange framework created by Greytrix to facilitate rapid data movement and automate processes between two or more applications. The framework connects to any internal or external IT systems either using built-in API’s or by developing new plugins to establish a link between the application and the framework.

A comprehensive system, specially designed to satisfy all your business priorities. GUMU™ delivers seamless, real-time, bi-directional integration that plays a pivotal role in unlocking the potential of enterprise data to make smarter and faster business decisions.

Greytrix brings accuracy, efficiency, compliance and completeness in the data migration process from QuickBooks, Sage 50 US (Peachtree), Sage 100, and Sage 300 to Sage Intacct. This includes modules like AR, AP, Inventory, SO, PO and GL along with its open transactions and historical data of previous years to a single platform Sage Intacct.

Key Highlights

  • Over 1000+ Migrations services projects in last 20 years for Sage products using Sage certified GUMU™
  • Conversion of Historical and Open Masters and Transactions of Financials, Inventory and Distribution Modules
  • Sage 100, Sage 300 and Sage 50 US (Peachtree) Migration to Sage Intacct Services
  • Non Sage products (QuickBooks, Xero) Conversions to Sage Intacct Services
  • Merging & Acquisitions related merging of Accounts

Cloud technology and allied solutions outweigh the benefits offered by the on premise systems by building business applications that are always on, always available, easy to integrate & scalable. Thus transform the way organizations deal with their business operations. Greytrix with its expertise as an offshore development partner for Sage Intacct and multi years of experience in migration, integration, add-ons and consulting services helps Sage Intacct Partners and End Users to simplify business operations at a low cost, quick turnaround time and highest quality.

Think Greytrix, Grow big!