With Sage X3 as your choice, you can already Get more done in less time. No Holding back. Its time now to take your customer experience to the next level by integrating your Sage X3 with one of the largest and most renowned, Salesforce Cloud CRM system over a secured platform.
* Sage X3 all editions from version 6.5 onwards
* Salesforce Editions – Professional, Enterprise and Unlimited
Its, Real-time, Bi-directional, Multi-Folder and Secure. Let’s run through the features available
- Import Sage X3 Customers/Prospects into Salesforce Accounts along with contacts and Additional Ship to Addresses
- View Customer Information, A/R Inquiry and Order Inquiry, real-time in Salesforce from Sage X3
- Integrate Multiple Sage X3 folders with a single instance of Salesforce
- Security Matrix to control access to Sage X3 data to Salesforce user
- Link/Unlink Sage X3 Customers with existing Salesforce accounts
- Real-time updates for linked accounts.
- Easy to configure any new Standard/Custom fields to display on respective Inquiries screen.
- View Quote Inquiry, Shipment Inquiry, and Sales Summary, real-time in Salesforce from Sage X3
- Promote Salesforce account as a Sage X3 Customer real-time
- Promote Sage X3 customer as Salesforce account real-time
- Import Sage X3 products into Salesforce
- Supports real-time pricing of products while creating Sales Orders from within Salesforce.
- Promote Sales Order from Salesforce to Sage X3 real-time
- Sage X3 Salesperson Mapping with Salesforce users
For a live demo/trial or any queries/ feedback/suggestions please email firstname.lastname@example.org
Greytrix – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.
Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more information on our Salesforce products and services, contact us at email@example.com. We will be glad to assist you.