Transcend Your Business Goals With GUMU™ For Dynamics 365 CRM – Sage Intacct Integration: Find Out How!

By | November 25, 2021

As enterprises are heading the digital way, there is a massive inflow of data! While Independent systems are helping them run processes smoothly, are these getting you the best ROI on the technological investment? Since these systems run up close, you can maximize their output by integrating their functions.

Sage Intacct is the #1 Financial Accounting Software that aligns accounting, inventory, operations, distribution and automates complex procedures to give financial and operational insights. In addition, dynamics 365 CRM allows managing and monitoring customer interactions to evaluate existing and potential customers. Their integration results in a robust combination of critical back-end and front-end information like history, billing and shipping details, accounting information, financial data and supply chain management details.

Sage Intacct Dynamics 365 CRM Integration

The resultant integration is a powerful system that enables seamless data flow across the organization, providing access to data instantly. Here are the top 7 reasons to choose GUMU™ For Dynamics 365 CRM Sage Intacct Integration:

  • Bi-directional Data Integration: No more data silos! Get a unified view of data across the organization. The seamless data flow enables collaboration and transparency. All essential entities like Sales Quotes, Orders and Invoices from Sage Intacct can be viewed on Dynamics 365.
  • Access From Anywhere, Anytime: GUMU™ For Dynamics 365 CRM Sage Intacct Integration is compatible across devices like desktops, mobiles and tablets, enabling you to provide the best customer service by instant query resolution.
  • Unified view and better collaboration: The seamless data flow helps maintain data consistency and lets you get off the redundant task of manual data entry. It also gives a unified, user-friendly view across the organization and boosts productivity through inter-departmental collaboration.
  • One-click Import: Data from Sage Intacct can be imported into Dynamics 365 CRM with a single click. The integration imports customers, orders, invoices and others from Intacct to CRM, enabling a single view across business units.
  • Promote customers & orders: The integration enables you to promote Customers and Orders seamlessly. Users can update entities from Dynamics 365 CRM to Sage Intacct instantly.
  • Multi-tenancy: Access data of multiple companies in ERP through a single instance in CRM for a holistic view of entities.
  • Authorization Control: While providing complete freedom to data access, it also ensures data security as GUMU™ Security Matrix allows the CRM system to provide restrictive access to Intacct Data.

As Sage Partners for ERP and CRM solution providers and integrators, Greytrix has put together decades of experience in building the cloud integrating portal GUMU™. As a result, GUMU™ enables smooth integration of ERP systems with CRM, cloud storage systems, third-party systems and many others. In addition, the experience has provided us with the expertise of understanding of our client’s needs and delivering custom-made solutions to best suit their business requirements.

GUMU™ also helps businesses expand their functionalities with Sage Intacct Integrations like –

  • Sage Intacct Treez Integration – Cannabis retail platform with best POS
  • Sage Intacct Integration – Powerful telephone billing and customer management software
  • Sage Intacct FTP/SFTP Integration – Import files in different structures, including CSV, Excel, text and XML
  • Sage Intacct Blackline Integration – Import files across formats and integrate to export entities
  • Sage Intacct Integration – Process E-checks electronically
  • Sage Intacct Rent Manager Integration – All-in-one cloud property management software
  • Sage Intacct Magneto Integration – For seamless e-commerce business management
  • Sage Intacct Acumatica Integration
  • Sage Intacct Salesforce Integration
  • Sage Intacct Avalara Integration
  • Sage Intacct MediusGo Integration
  • Sage Intacct Shopify Integration
  • Sage Intacct Sage CRM Integration

GUMU™ for Dynamics 365 CRM Sage Intacct presents a truckload of opportunities waiting for your business to unveil. To know more about the product, schedule a demo rightaway!