{"id":24,"date":"2018-06-27T11:48:58","date_gmt":"2018-06-27T11:48:58","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/?p=24"},"modified":"2024-02-20T06:29:30","modified_gmt":"2024-02-20T06:29:30","slug":"sage-intacct-sage-crm-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2018\/06\/27\/sage-intacct-sage-crm-integration\/","title":{"rendered":"GUMU&#x2122; for Sage Intacct &#8211; Sage CRM Integration"},"content":{"rendered":"<p style=\"text-align: justify;\">After real-time, bi-directional Sage CRM integrations for <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage X3<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">Sage 100<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\">Sage 300<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-500-erp-integration\">Sage 500<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-pro-integration\">Sage Pro<\/a> we are now bringing the new integration product which can connect Sage CRM with Sage Intacct Financial Management Software.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/sage-intacct-development-services\">Sage Intacct<\/a> 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\u00b0 integrated enterprise approach, Greytrix offers <a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-crm-integration\">Sage Intacct Integration<\/a>.<\/p>\n<h2><strong><span style=\"color: #c71d22; font-size: 13pt;\">Features of Sage Intacct Integration with Sage CRM<\/span><\/strong><\/h2>\n<ol>\n<li>Import Customers from Sage Intacct to Sage CRM.<\/li>\n<li>Promoting\/editing new customers from Sage CRM to Sage Intacct<\/li>\n<li>View Real Time Information of Sales Order inquiry of Sage Intacct from Sage CRM.<\/li>\n<li>View Real Time Information of AR Invoices of Sage Intacct from Sage CRM.<\/li>\n<li>View additional customer details of a customer on a Real Time basis.<\/li>\n<li>Providing restrictive access to Sage CRM users to all the above-integrated features.<\/li>\n<\/ol>\n<p class=\"mb-lg\">The Sage Intacct Integration updates include:<\/p>\n<ol>\n<li class=\"bullet noSwipe\" type=\"square\">Real-time data updates from Sage CRM to Sage Intacct.<\/li>\n<li class=\"bullet noSwipe\" type=\"square\">Promote customer from Sage CRM to Sage Intacct.<\/li>\n<li class=\"bullet noSwipe\" type=\"square\">Promote Sales Order from Sage CRM to Sage Intacct.<\/li>\n<\/ol>\n<p class=\"mb-lg\">With the powerful combination of <a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-crm-integration\">Sage Intacct and Sage CRM<\/a> using <a href=\"https:\/\/www.greytrix.com\/product\/gumu\/gumu-connector\">GUMU&#x2122; connector<\/a>, businesses can leverage the potential of an integrated business system.<\/p>\n<p>Stay tuned for our next blog post regarding this product. You can always send us your queries\/ feedback\/suggestions on <a href=\"mailto:sagecloud@greytrix.com\">sagecloud@greytrix.com<\/a>.<\/p>\n<p><iframe title=\"Sage Intacct Services\" width=\"665\" height=\"374\" src=\"https:\/\/www.youtube.com\/embed\/pLTqisdxNgM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Greytrix<\/a>\u00a0\u2013 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.<\/p>\n<p>Greytrix has a wide product range for Sage Intacct \u2013 a Sage Business Cloud Solution. This includes migrations from\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/migrate-qb-sage-erp-to-sage-intacct\">QuickBooks | Sage 50 | Sage 100 | Sage 300<\/a>\u00a0to Sage Intacct. Our unique\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/gumu\/gumu-connector\">GUMU&#x2122;<\/a>\u00a0integrations include\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-crm-integration\">Sage Intacct for Sage CRM<\/a>\u00a0|\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\">Salesforce<\/a>. We also offer best-in-class Sage Intacct <a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/sage-intacct-development-services\">Development Services<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/sage-intacct-consulting-services\">Consulting services<\/a>, integrated apps like\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/professional-services\/integrate-apps-to-sage-intacct\">POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage Intacct<\/a>\u00a0to Sage business partners, resellers, and Sage PSG worldwide. Greytrix constantly develops apps, products and addons to enhance user experience. Sage Intacct addons include\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/sales-commission\">Sales Commission<\/a>, AR Lockbox File Processing and Sage CRM integration. Greytrix GUMU&#x2122; integration for Sage CRM \u2013 Sage Intacct is listed on\u00a0<a href=\"https:\/\/marketplace.intacct.com\/MPListing?lid=a2D0H000007kiHyUAI\" target=\"_blank\" rel=\"noopener\">Sage Intacct Marketplace<\/a>.<\/p>\n<p>For more information on Sage Business Cloud Services, please contact us at\u00a0<a href=\"mailto:sagecloud@greytrix.com\">sagecloud@greytrix.com<\/a>. We will like to hear from you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2018\/06\/27\/sage-intacct-sage-crm-integration\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[17,18,19,9,21,22,23,24,25,26,27],"class_list":["post-24","post","type-post","status-publish","format-standard","hentry","category-sage-intacct","tag-greytrix-gumu-integration","tag-intacct-crm","tag-integrated-crm-for-sage-intacct","tag-sage-business-cloud","tag-sage-intacct-business-blog","tag-sage-intacct-configuration","tag-sage-intacct-customization","tag-sage-intacct-development","tag-sage-intacct-integration","tag-sage-intacct-offshore-development","tag-sage-intacct-sage-crm-integration"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>GUMU&#x2122; 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