{"id":10010,"date":"2017-03-01T11:44:27","date_gmt":"2017-03-01T11:44:27","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=10010"},"modified":"2021-10-27T10:04:42","modified_gmt":"2021-10-27T10:04:42","slug":"key-reasons-for-choosing-gumu-integration-for-sage-x3-sage-crm-over-sage-crm-connector-for-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2017\/03\/01\/key-reasons-for-choosing-gumu-integration-for-sage-x3-sage-crm-over-sage-crm-connector-for-sage-x3\/","title":{"rendered":"Key reasons for choosing GUMU&#x2122; integration for Sage X3 &#8211; Sage CRM over Sage CRM connector for Sage X3"},"content":{"rendered":"<p style=\"text-align: justify;\">Today\u2019s 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 &amp; Human Capital Management system for simplifying their front office and back office operations &#8211; boosting efficiency, productivity and reliability.<\/p>\n<p style=\"text-align: justify;\">However, business solutions with their complex and contrasting architectures make it difficult to streamline integration. To bring in seamless connectivity and automate business processes, <a href=\"http:\/\/www.greytrix.com\/\">Greytrix<\/a> brings to your enterprises <a href=\"https:\/\/www.greytrix.com\/product\/gumu\/gumu-connector\">GUMU&#x2122; connector<\/a> \u2013 that provides a dynamic ability to connect powerful solutions such as Salesforce, Sage ERP &amp; Magento in a unique way.<\/p>\n<p style=\"text-align: justify;\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-10066\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2017\/03\/gumu-sage-crm-sage-x3-integration-vs-sage-crm-connector-sage-x3.jpg\" alt=\"GUMU&#x2122; integration for Sage X3 \u2013 Sage CRM\" width=\"700\" height=\"364\" \/><\/p>\n<p style=\"text-align: justify;\">GUMU&#x2122; &#8211; 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&#x2122; connector. The connector allows bi-directional integration between any ERP &amp; CRM entities such as Quotes, Customers, Invoices, Sales Orders, and Items etc. providing real-time and bi-directional information across the organization.<\/p>\n<p style=\"text-align: left;\"><span style=\"color: #000000;\"><em>Check Demo: <\/em><a href=\"https:\/\/youtu.be\/sZEIxRC5Jl4\" target=\"_blank\" rel=\"noopener\"><em>GUMU&#x2122; Integration for Sage CRM with Sage X3<\/em><\/a><\/span><\/p>\n<p style=\"text-align: justify;\"><strong>Key Differentiators between GUMU&#x2122; integration for Sage CRM with Sage X3 ERP &amp; Sage CRM Connector for Sage X3 Integration: <\/strong><\/p>\n<p style=\"text-align: justify;\">Based on Configuration, Features, and Customizations, GUMU&#x2122; integration for Sage CRM with Sage X3 can be differentiated from Sage integration as follows:<\/p>\n<table style=\"height: 624px; border: 1px solid black !important; font-family: Arial !important; font-size: 13px !important;\" border=\"1\" width=\"529\">\n<tbody>\n<tr>\n<td style=\"text-align: left !important; border: 1px solid !important;\" width=\"180\"><strong>Features<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\"><strong>\u00a0 \u00a0 Sage Integration<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\"><strong>\u00a0 GUMU&#x2122; Integration<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left !important; border: 1px solid !important;\" width=\"180\"><strong>Configuration in Sage X3<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">Webservices creation and setup needs to be configured manually.<\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">Webservices creation &amp; setup configured through patches.<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left !important; border: 1px solid !important;\" width=\"180\"><strong>Configuration from Sage CRM side<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">User needs to change configuration files using file editor and knowledge about the changes effect.<\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">User can maintain configuration and setup easily through Standard Sage CRM UI.<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left !important; border: 1px solid !important;\" width=\"180\"><strong>Import Customers<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">Needs to Sync all customers every time.<\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">Provide the user with Filter criteria&#8217;s for importing\/updating specific records.<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left !important; border: 1px solid !important;\" width=\"180\"><strong>Scheduling Import Customer<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">Scheduling available.<\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\"><em>Can be available on request<\/em><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left !important; border: 1px solid !important;\" width=\"180\"><strong>Sales Rep mapping with Sage CRM User<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">Mapping available.<\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\"><em>Can be available on request<\/em><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left !important; border: 1px solid !important;\" width=\"180\"><strong>Import Product Feature<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">Products sync features not available in Sage connector, it displays products details on real time basis.<\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">Products are synced in Sage CRM to be used on Orders &amp; Quotes screen and use ERP business logic in Sage CRM.<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left !important; border: 1px solid !important;\" width=\"180\"><strong>Real-time Customer changes from Sage X3 to Sage CRM<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">\u00a0<em>Not available<\/em><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">User can update customer info, address and contacts from Sage X3 to Sage CRM on real time basis<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left !important; border: 1px solid !important;\" width=\"180\"><strong>Link a Sage X3 ERP customer with existing Sage CRM company<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">\u00a0<em>Not available<\/em><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">User can link existing Sage CRM company with an unlinked ERP customer<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left !important; border: 1px solid !important;\" width=\"180\"><strong>Unlink a Customer<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">\u00a0<em>Not available<\/em><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">User can unlink a customer in case he doesn\u2019t want to track the changes for the record.<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left !important; border: 1px solid !important;\" width=\"180\"><strong>Multiple Folder Configuration<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">\u00a0<em>Not available<\/em><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">Multiple Sage X3 folder can be linked with single Sage CRM instance<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left !important; border: 1px solid !important;\" width=\"180\"><strong>Promote Customer<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">There is\u00a0<strong>NO\u00a0<\/strong>option to select Sage X3 mandatory values records promoted with default values which are not user selectable.<\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">User can browse through an UI where he can fill\/select\u00a0<strong><em>All\u00a0<\/em><\/strong>mandatory fields for Sage X3 promotion.<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left !important; border: 1px solid !important;\" width=\"180\"><strong>Update Customer from Sage CRM to Sage X3<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">The values for the Company record on Summary screen does not gets reflected in ERP leading to inconsistency of data.<\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">Changes are reflected back to the systems in a real-time basis, thus maintaining the consistency in the data.<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left !important; border: 1px solid !important;\" rowspan=\"2\" width=\"180\"><strong>Promote Order<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">Orders are created from separate &#8220;<strong>Sage<\/strong>\u00a0<strong>X3&#8243;<\/strong>\u00a0tab\u00a0and are\u00a0<strong>not linked\u00a0<\/strong>to a Sage CRM\u00a0<strong>opportunity.<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">User can follow standard Opportunity workflow for creating Order and promote the records to Sage X3 maintaining the link b\/w the two.<\/td>\n<\/tr>\n<tr>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"180\">\u00a0Sage ERP\u2019s Orders created in Sage CRM database are not available for analytics purpose in Sage CRM.<\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">\u00a0Orders promoted to Sage X3 are available in Sage CRM for analytical purposes.<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left !important; border: 1px solid !important;\" width=\"180\"><strong>Promote Quote<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">Quotes are created on the fly. Quotes are not saved in Sage CRM database.<\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">Quotes are promoted to Sage X3. As well as are available in Sage CRM for analytical purposes.<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left !important; border: 1px solid !important;\" width=\"180\"><strong>Real-time Product Pricing<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">After selecting a customer and product record on order user needs to enter pricing manually. No default information loaded.<\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">Default values for Pricing\/Quantity to be Ordered are loaded and updated based on ERP&#8217;s business logic on changes to the field values that affect the pricing such as Date, Quantity etc.<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left !important; border: 1px solid !important;\" width=\"180\"><strong>Product Filter on Orders\/Quotes<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\"><em>Not available<\/em><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">Products in details screen is filtered as per site selected in the header section of Order\/Quote.<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left !important; border: 1px solid !important;\" width=\"180\"><strong>Sage X3 Work Order<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">User can view a list of Work Orders from Sage CRM and can Edit\/Update from Sage CRM on the fly.<\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\"><em>Can be available on request<\/em><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: left !important; border: 1px solid !important;\" width=\"180\"><strong>Customizable<\/strong><\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">Though the integration is customizable, it\u2019s a complex architecture in ASP pages attracts a lot of time &amp; money by Sage Development Partner.<\/td>\n<td style=\"border: 1px solid !important; text-align: center;\" width=\"250\">This integration is easily customizable and the charges for the customization are minimal due to the known architecture by Greytrix.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>For detailed information on GUMU&#x2122; integration for Sage CRM \u2013 Sage X3, write to us at <a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a><\/p>\n<p style=\"text-align: left;\"><span style=\"color: #000000;\"><a style=\"color: #000000;\" href=\"https:\/\/youtu.be\/sZEIxRC5Jl4\" target=\"_blank\" rel=\"noopener\"><span style=\"text-decoration: underline;\"><strong>Don&#8217;t miss the Demo on how GUMU&#x2122; connector integrates your Sage CRM &#8211;\u00a0<\/strong><\/span><\/a><span style=\"text-decoration: underline;\"><strong>Sage X3.<\/strong><\/span><\/span><\/p>\n\n\n<h2 class=\"wp-block-heading\"><strong>About Us<\/strong><\/h2>\n\n\n\n<p>Greytrix \u2013 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.<\/p>\n\n\n\n<p id=\"block-28013e99-0882-44c6-b705-7b16c85053b2\">Greytrix&nbsp;has some unique integration solutions developed for&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-crm\/\">Sage CRM<\/a>&nbsp;with Sage ERPs&nbsp;namely&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/\">Sage X3<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-intacct\/\">Sage Intacct<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-100-erp\/\">Sage 100<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-500-erp\/\">Sage 500<\/a>,&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/sage-300-erp\/\">Sage 300<\/a>. We also offer best-in-class&nbsp;Sage ERP&nbsp;and&nbsp;Sage CRM&nbsp;customization and development services&nbsp;to&nbsp;Business&nbsp;Partners,&nbsp;End&nbsp;Users, and Sage PSG worldwide. Greytrix&nbsp;helps in&nbsp;the migration of Sage CRM from&nbsp;Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes&nbsp;addons like&nbsp;&nbsp;Greytrix Business Manager,&nbsp;Sage CRM Project Manager,&nbsp;Sage CRM Resource Planner,&nbsp;Sage CRM Contract Manager,&nbsp;Sage CRM Event Manager,&nbsp;Sage CRM Budget Planner,&nbsp;Gmail Integration,&nbsp;Sage CRM Mobile Service Signature,&nbsp;Sage CRM CTI Framework.<\/p>\n\n\n\n<p id=\"block-4bc42a09-fb13-4598-8137-ce5f7b91ce28\">Greytrix is a recognized&nbsp;Sage Champion Partner&nbsp;for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on&nbsp;<a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Marketplace<\/a>&nbsp;and Sage CRM \u2013 Sage Intacct integration listed on&nbsp;<a href=\"https:\/\/marketplace.intacct.com\/MPListing?lid=a2D0H000007kiHyUAI\" target=\"_blank\" rel=\"noreferrer noopener\">Sage Intacct Marketplace<\/a>. The&nbsp;<a href=\"https:\/\/www.greytrix.com\/gumu\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Cloud framework<\/a>&nbsp;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.<\/p>\n\n\n\n<p id=\"block-76376301-1c3e-4250-8a09-727595a606f0\">For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Today\u2019s 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 &amp; Human Capital Management system for simplifying their front office and back office operations &#8211;\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2017\/03\/01\/key-reasons-for-choosing-gumu-integration-for-sage-x3-sage-crm-over-sage-crm-connector-for-sage-x3\/\">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":[8],"tags":[960,1738,1746,1751,1752,1758,1759,1798],"class_list":["post-10010","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","tag-gumu-integration-for-sage-crm-with-sage-x3-erp","tag-sage-crm-sage-x3","tag-sage-crm-connector-for-sage-x3-integration","tag-sage-crm-integration-with-sage-erp","tag-sage-crm-integration-with-sage-x3","tag-sage-crm-with-sage-erp-integration","tag-sage-crm-with-sage-x3-integration","tag-sage-erp-sage-crm-integration"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/10010","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=10010"}],"version-history":[{"count":4,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/10010\/revisions"}],"predecessor-version":[{"id":23786,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/10010\/revisions\/23786"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=10010"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=10010"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=10010"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}