GUMU for Sage CRM – Sage X3 Integration – Features

By | October 30, 2015

GUMU™ for Sage CRM and Sage X3 Integration Link is a real time, bi-directional link that integrates Sage X3 and Sage CRM data. Here in this blog, we will walk you through the various features currently available in this product.

New Stuff: What’s New – GUMU Customizer – I

  • Import features:
  1. Import Business Partner (only Customer): This process will import all the customers along with their contacts and addresses from Sage X3 to Sage CRM.
  2. Import Product: Import Product process will bring all the products from Sage X3 to Sage CRM under pricing list named “ERPPricing”. Later, user can use these products to create sales order/ Quotes  from Sage CRM to Sage X3.
  3. Synchronize Dropdowns:- This will bring all the dropdown option values necessary for promoting  customers from  Sage CRM to Sage X3.

GUMU™ Sage X3 Integration Video | Blog | Demo Machine

  •  Allow / deny CRM users from accessing integration functionality:

Security Matrix:- Using this feature, system admin can allow / deny particular user from accessing various GUMU features like promoting customers /orders / invoices, viewing the order/ AR inquiry.

  • Real time features in GUMU integration:

In GUMU™, there are some processes which works on real time basis. i. e. whatever changes users are doing in Sage X3, it will immediately get updated in Sage CRM and vice versa. For example,

  1. Creating/editing new customer records from Sage X3 to Sage CRM:- Using our GUMU integration, user can create / update customer data on real time basis from Sage X3 to Sage CRM.
  2. Editing customer records from Sage X3 to Sage CRM:– If Sage ERP X3 user updates any customer data in Sage X3, it gets updated in Sage CRM immediately.
  3. Inquiry screens: – AR Inquiry Order Inquiry tabs present under company context display data on real time basis.
  • Promote/Link features:
  1. Promote Customer:- User can create new customers in Sage CRM and can promote them to Sage ERP X3 using Promote button.
  2. Link/Unlink customers:- User can link particular customer in CRM with existing customer in Sage X3.
  3. Promote Quote/Orders:- User can create quote/ order in Sage CRM and can promote them to Sage ERP X3 using Promote button

In our GUMU integration, we have added this new feature where CRM user can create grids, screens using this option to display require data from Sage X3 using Sage X3 Web services. Using this option user can create their own inquiry screen.

About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.

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