Category Archives: GUMU™ Salesforce

What Does a Strong Salesforce and Shopify Integration Look Like?

Separate business management systems can cause confusion within your organization. Teams spend more time searching for data than on their core work, and customer experience deteriorates due to the lack of seamless data flow. The integration of two systems, i.e., Salesforce CRM and the Shopify platform, merges information from both. Everything, including orders, stock levels,… Read More »

How to Set a Date Range Filter in GUMU Sage 100 WEAPI for ProvideX Systems

As a Salesforce user, you may not always want to import all data from your Sage 100 system into Salesforce. In many scenarios, only records created within a specific time period such as Customers created between June and October 2025 are required. GUMU makes this easy by allowing you to apply date range filters during… Read More »

How Fast Could You Grow with GUMU™ Shopify–Salesforce Integration?

E-commerce is evolving fast — and with it, business needs are changing too. Multiple store outlets, countless customer touchpoints, and an ever-growing web of systems managing everything are a necessity. You run marketing campaigns on Salesforce while orders flood into Shopify. Data exists in different places, requiring the operations team to reconcile everything, including inventory… Read More »

Effortless Sage 300C Optional Fields Import into Salesforce Using GUMU™ Integration

Sage 300c provides a powerful feature known as Optional Fields, enabling businesses to attach custom data to core entities like Customers, Ship-To Locations, and Products. These fields enhance flexibility, support better data tracking, and improve reporting accuracy across modules. In this blog, you’ll learn how GUMU™ Integration makes it easy to import Optional Fields from… Read More »

Salesforce Briefcase Builder: Unlock Seamless Offline Productivity for Mobile Users

Briefcase Builder is a Salesforce tool that allows admins to define exactly which records a user needs to view or update offline. These records are packaged into a “briefcase,” synced to the Salesforce mobile app, and made available whenever internet access is unavailable. It lets admins choose: Think of it as a secure and efficient… Read More »

How Salesforce Food & Beverage Solutions Help Brands Stay Ahead in a Changing Market

If you’re leading a food and beverage business today, you don’t need anyone to tell you how quickly things are changing. One day, you’re making a perfect recipe, the next, you’re navigating the dynamic supply chain fluctuations and figuring out what your customers really expect and want from you. It’s a vibrant yet chaotic industry… Read More »

How to Promote Salesforce Opportunity as a Project in Sage Intacct Using GUMU™ Integration

In this blog, we’ll explore the Project Promotion feature in GUMU™ Salesforce – Sage Intacct Integration a smart way to bridge the gap between sales and project management. With this feature, users can effortlessly convert Salesforce Opportunities into fully configured Sage Intacct Projects with just a single click. This automation eliminates duplicate data entry, minimizes… Read More »

GUMU™ Feature: Experience Quick Product Search on Order Line Items for Salesforce – Intacct  integration

In this blog, we’ll explore the new Quick Product Search (QPS) feature for Order Line Items in GUMU™ Salesforce – Sage Intacct Integration, designed to make product selection faster and more efficient during order creation. The Quick Product Search (QPS) feature enhances productivity by allowing users to find and select products instantly. It provides real-time… Read More »

Advantages of Leveraging Salesforce CRM for Financial Services Businesses

The financial technology (fintech) space is one of the fastest-moving industries today. Customers expect seamless digital experiences, regulators demand transparency, and competition is only a click away. So, how can a fintech firm keep up while also building trust and long-term relationships? The answer often lies in adopting a robust Customer Relationship Management (CRM) platform… Read More »