After real-time, bi-directional Sage CRM integrations for Sage X3, Sage 100, Sage 300, Sage 500, Sage Pro we are now bringing the new integration product which can connect Sage CRM with Sage Intacct Financial Management Software.
Sage Intacct is a simple and cost-effective cloud-based accounting solution. Sage CRM is an intuitive business management system that allows businesses to provide critical customer data, tracking interactions with marketing, sales, and customer support. In order to attain a 360° integrated enterprise approach, Greytrix offers Sage Intacct Integration.
Please refer the below functional diagram explaining the features of GUMU™ integration product.
We have used Sage CRM dot net API and Sage Intacct web service for data to flow data from Sage CRM to Sage Intacct and vice versa.
Features of Sage Intacct Integration with Sage CRM
- Import Customers from Sage Intacct to Sage CRM.
- Promoting/editing new customers from Sage CRM to Sage Intacct
- View Real Time Information of Sales Order inquiry of Sage Intacct from Sage CRM.
- View Real Time Information of AR Invoices of Sage Intacct from Sage CRM.
- View additional customer details of a customer on a Real Time basis.
- Providing restrictive access to Sage CRM users to all the above-integrated features.
The Sage Intacct Integration updates include:
- Real-time data updates from Sage CRM to Sage Intacct.
- Promote customer from Sage CRM to Sage Intacct.
- Promote Sales Order from Sage CRM to Sage Intacct.
Stay tuned for our next blog post regarding this product. You can always send us your queries/ feedback/suggestions on firstname.lastname@example.org.
Greytrix – a globally recognized and one of the oldest Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.
Greytrix has a wide product range for Sage Intacct – a Sage Business Cloud Solution. This includes migrations from QuickBooks | Sage 50 | Sage 100 | Sage 300 to Sage Intacct. Our unique GUMU™ integrations include Sage Intacct for Sage CRM | Salesforce. We also offer best-in-class Sage Intacct Development Services, Consulting services, integrated apps like POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products and addons to enhance user experience. Sage Intacct addons include Sales Commission, AR Lockbox File Processing and Sage CRM integration. Greytrix GUMU™ integration for Sage CRM – Sage Intacct is listed on Sage Intacct Marketplace.
For more information on Sage Business Cloud Services, please contact us at email@example.com. We will like to hear from you.