Today’s business environment demands faster managerial decisions by holistic visualization of your enterprise information. As businesses are slowly expanding in the global space, companies from SMEs to large enterprises are opting for integrated solutions like ERP, CRM, Warehouse Management System & Human Capital Management system for simplifying their front office and back office operations – boosting efficiency, productivity and reliability.
However, business solutions with their complex and contrasting architectures make it difficult to streamline integration. To bring in seamless connectivity and automate business processes, Greytrix brings to your enterprises GUMU™ connector – that provides a dynamic ability to connect powerful solutions such as Salesforce, Sage ERP & Magento in a unique way.
GUMU™ – a robust connector with technological enhancements, is specifically designed by Greytrix Integration experts to facilitate Sage ERP- Sage CRM integration. With over 21+ years of experience, our integration specialists have assisted in achieving maximum functionality and ROI using GUMU™ connector. The connector allows bi-directional integration between any ERP & CRM entities such as Quotes, Customers, Invoices, Sales Orders, and Items etc. providing real-time and bi-directional information across the organization.
Check Demo: GUMU™ Integration for Sage CRM with Sage X3
Key Differentiators between GUMU™ integration for Sage CRM with Sage X3 ERP & Sage CRM Connector for Sage X3 Integration:
Based on Configuration, Features, and Customizations, GUMU™ integration for Sage CRM with Sage X3 can be differentiated from Sage integration as follows:
| Features | Sage Integration | GUMU™ Integration |
| Configuration in Sage X3 | Webservices creation and setup needs to be configured manually. | Webservices creation & setup configured through patches. |
| Configuration from Sage CRM side | User needs to change configuration files using file editor and knowledge about the changes effect. | User can maintain configuration and setup easily through Standard Sage CRM UI. |
| Import Customers | Needs to Sync all customers every time. | Provide the user with Filter criteria’s for importing/updating specific records. |
| Scheduling Import Customer | Scheduling available. | Can be available on request |
| Sales Rep mapping with Sage CRM User | Mapping available. | Can be available on request |
| Import Product Feature | Products sync features not available in Sage connector, it displays products details on real time basis. | Products are synced in Sage CRM to be used on Orders & Quotes screen and use ERP business logic in Sage CRM. |
| Real-time Customer changes from Sage X3 to Sage CRM | Not available | User can update customer info, address and contacts from Sage X3 to Sage CRM on real time basis |
| Link a Sage X3 ERP customer with existing Sage CRM company | Not available | User can link existing Sage CRM company with an unlinked ERP customer |
| Unlink a Customer | Not available | User can unlink a customer in case he doesn’t want to track the changes for the record. |
| Multiple Folder Configuration | Not available | Multiple Sage X3 folder can be linked with single Sage CRM instance |
| Promote Customer | There is NO option to select Sage X3 mandatory values records promoted with default values which are not user selectable. | User can browse through an UI where he can fill/select All mandatory fields for Sage X3 promotion. |
| Update Customer from Sage CRM to Sage X3 | The values for the Company record on Summary screen does not gets reflected in ERP leading to inconsistency of data. | Changes are reflected back to the systems in a real-time basis, thus maintaining the consistency in the data. |
| Promote Order | Orders are created from separate “Sage X3″ tab and are not linked to a Sage CRM opportunity. | User can follow standard Opportunity workflow for creating Order and promote the records to Sage X3 maintaining the link b/w the two. |
| Sage ERP’s Orders created in Sage CRM database are not available for analytics purpose in Sage CRM. | Orders promoted to Sage X3 are available in Sage CRM for analytical purposes. | |
| Promote Quote | Quotes are created on the fly. Quotes are not saved in Sage CRM database. | Quotes are promoted to Sage X3. As well as are available in Sage CRM for analytical purposes. |
| Real-time Product Pricing | After selecting a customer and product record on order user needs to enter pricing manually. No default information loaded. | Default values for Pricing/Quantity to be Ordered are loaded and updated based on ERP’s business logic on changes to the field values that affect the pricing such as Date, Quantity etc. |
| Product Filter on Orders/Quotes | Not available | Products in details screen is filtered as per site selected in the header section of Order/Quote. |
| Sage X3 Work Order | User can view a list of Work Orders from Sage CRM and can Edit/Update from Sage CRM on the fly. | Can be available on request |
| Customizable | Though the integration is customizable, it’s a complex architecture in ASP pages attracts a lot of time & money by Sage Development Partner. | This integration is easily customizable and the charges for the customization are minimal due to the known architecture by Greytrix. |
For detailed information on GUMU™ integration for Sage CRM – Sage X3, write to us at sage@greytrix.com
Don’t miss the Demo on how GUMU™ connector integrates your Sage CRM – Sage X3.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners 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 some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 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 the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like 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, Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.
For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.
