Salesforce Sage Integration just got Smarter with 5 New Features!

By | October 1, 2020

Salesforce is the #1 Cloud CRM solution with the core modules like customer service, marketing automation, analytics, and application development services. While on the other hand, Sage ERP manages business processes such as accounting, procurement, project management, risk management, compliance and supply chain operations. An integrated ERP – CRM system provides control and organisation of the complete sales and manufacturing process empowering the sales and service staff with manufacturing details such as inventory levels, estimated costs, approximate time for delivery, customer preferences and previous interactions.
Greytrix with two decades of experience in ERP and CRM integration offers it’s 5 star rated Salesforce – Sage ERP (Sage X3, Sage 100, Sage 300) integration on Salesforce Appexchange leveraging businesses with bi-directional data visibility of Customer orders, invoice status and customer information.

Salesforce Sage ERP Integration

What’s new in Greytrix GUMU™ integration for Salesforce and Sage ERP?

The Salesforce CRM integration with Sage X3, Sage 100, Sage 300 assists enterprises with compelling features which improve the integrity of data within the organization, simplify operations and enhance reporting. Greytrix has developed advancements to the integration introducing better control over sales and service departments of industries like:

  • Promote Entities

GUMU™ integration provides functionality of promoting or updating Customers, Sales Orders from Salesforce to Sage ERP with a single click. The ERP specific required information such as the Default Shipping Address, Salesperson, Tax code fields and Customer Specific Pricing are auto populated in real-time to Salesforce in order to give the Sales representative the liberty to worry free data entry to ERP directly.

  •  Standard Salesforce Opportunity

GUMU™ provides user to take the complete advantage of Standard functionality in Salesforce of creating Opportunity along with Quote items and convert to Sales Order. GUMU™ extends the functionality and allows user to promote the Quote to ERP. And when the same is converted to order the respective quote record in ERP will be converted to Order automatically.

  • Data Preview

To improve the overall user experience in GUMU™ integration, a “Salesforce – ERP Data Preview” feature is available. This feature provides user the ability to preview & validate the ERP data prior to it being imported in Salesforce CRM which further minimizes data error.

Allow users to gain access to real-time Information of products when a Sales Rep creates, adds or updates products to its Sales Orders in Salesforce using GUMU™ connector. This results in enhanced decision making functionality for stakeholders to eliminate duplication and identify areas of opportunity.

GUMU™ for Sage and Salesforce integration allows users a key feature using lightning interface to promote an Account in Salesforce as a Prospect to Sage X3 ERP simplifying enterprise operations.

Greytrix Offerings

Greytrix is one of the oldest and the largest Salesforce development and integration Partner since 22+ years, offering numerous integration products, services and customizations to end users and Partners with out-of-the-box functionality. We also provide customizations to incorporate custom business logic rules and functionalities that requires apex code incorporation into the platform. Some of the unique solutions for Cloud CRM by Greytrix include Salesforce integration with Sage X3, Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). Greytrix is well known for Cloud CRM Salesforce customization and development services alongside services like Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business Partners and end users.

Does the cloud ERP solution and Salesforce integration fuel your interest? Are you thinking about integrating your Salesforce CRM and Sage ERP solution, but have some doubts or concerns, then join hands with Salesforce CRM integration experts!

You May like: