Businesses have new leads and leads might be turned into accounts over a period of time. They may be ready to execute a transaction. One of the key features of Sage X3 integration with Salesforce is promoting customers from the CRM to the ERP end. Greytrix GUMU™ integration for Salesforce with Sage X3 allows users to get that account into Sage X3 by the click of a button.
Note: It is mandatory to synchronize some required entities such as AR Division, Terms code, Ship Method and Tax schedule before promoting a customer to the Sage X3.
– > Click on GUMU™ Integration app.
– > Click on Accounts tab. A list of all Accounts in the Salesforce Organization is displayed.
– > Open an Account which is not linked with any Sage X3 Customer. The Account detail screen appears as below along with a Promote Customer button.
Account page
– > Click on Promote Customer button. The screen navigates to a page for entering details required for promoting a Customer.
– > Fill the required details-
Integration- Specify the configured Integration name
Category- Specify the Category
Currency- Specify the Currency
Language- Specify the Language
Payment Terms- Specify the Payment Terms
Tax rule- Specify the Tax rule
Sales Person- Specify the Sales Person
Customer No- Specify the non-existing Customer No.
Promote Customer page
– > Click on Promote button. The corresponding Account gets promoted to Sage X3 and can be viewed in the ERP system.
To verify if an Account is promoted, click on the Customer No link below and it will display the real time details of a Customer.
Promoted Account in Salesforce
Below is the screenshot of the Promoted Account in Sage X3-
Promoted Account in Sage X3
In this Live Demo, you will witness our GUMU™ connector simplifying your business processes from front office to back office for your Salesforce – Sage X3 systems. Bring out the best of the two business management systems and offer better customer relationships propelling your enterprises to the next level.
GUMU™ connector not just seamlessly integrates the two revolutionary systems Salesforce and Sage X3 but offers a wide range of features and functionalities that benefit your business investments.
Also Read:
1. Real-time details in GUMU SAGE X3 Integration for Salesforce
2. Syncing data using GUMU™ SAGE ERP X3 Integration for Salesforce
3. GUMU Salesforce Integration with Sage X3 – Configuration
4. Link Existing Salesforce Accounts with ERP Sage X3 Customers
5. Remove linking between Salesforce Accounts and Sage ERP X3 Customer
About Us
Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customization’s, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix have some unique solutions for Cloud CRM such as Salesforce integration with Sage X3, Sage 100 and Sage 300. We also offer best-in-class Cloud CRM Salesforce customization and development services to business partners and end users. Greytrix have some unique solutions for On-Premise CRM such as Sage CRM integration with Sage X3, Sage 100, Sage 300, Sage 500 and Sage 50 . We also offer best-in-class On-Premise Sage CRM customization and development services to business partners and end users.
For more information, please contact us at salesforce@greytrix.com. We will be glad to assist you.