Category Archives: GUMU™ Salesforce

We’re Exhibiting!! Sage Connect – 2016

We are looking forward to exhibiting at the Sage Connect – 2016 at Technology Park, Sydney Australia on 18th and 19th Feb 2016. Greytrix takes this as an invaluable opportunity to introduce partners and customers insights about outside the box solution for taking Customer Interactions to the next level using its GUMU™ integration with eCommerce… Read More »

Allow/Restrict Salesforce user access to ERP data with GUMU™ Security Matrix

With GUMU™ Integration you can have better control of the way data is managed/shared in your organization. The Security Matrix of GUMU integration allows you to give access rights to various GUMU features like Administration, promote customer, sales order and Real-time customer details. It will affect to individual user or the Profile users. Use below steps… Read More »

Are you Attending Sage Business Partner Conference -2016? Yes, we are!

Sage Business Partner Conference – South Africa begins next week starting 26th January and we are excited to be exhibiting there once again this year. Greytrix – known for its award-winning GUMUTM Integration framework would be showcasing its flagship products and services i.e. Sage X3 integration with Salesforce, eCommerce (Magento), Sage CRM  which are built on robust GUMU™… Read More »

Sage Financials: A Boon for Small Business

In the last two decades, we have seen a substantial change in Technology and the way businesses use various technologies to grow and function smoothly. Both SME and Large business organizations have welcomed the changes in technologies and work style so as to cope up with Industry trends and Market growth. Read more: Sage Financials Technical… Read More »

Planning Your Sales Data Model in Salesforce

Everyone working as a consultant to the sales and marketing side of the business, the most frequent point of discussion always remains “clean CRM data”. As being part of these discussions many times we think of sharing our inputs to others to share some thoughts and concepts that have worked best for us. Is the “Sales” data… Read More »

Custom Settings in Salesforce – Part 2

In one of our previous blogs, we discussed regarding Custom Settings in Salesforce. This blog describes the implementation of custom settings. Let’s take a simple example for Custom Setting – Real-time, bi-directional, multi-company – Sage ERP Integration with Salesforce Create simple VF page for Custom Setting : Now see in Force.com :  Insert records in… Read More »

Generate Lead in Salesforce from your website

In a general business process, each company has their website with product information that they are offering and other software like CRM for maintaining their leads. When any user visits your website and if they are interested in any of the product then they need to fill the Product Inquiry Form with some basic information… Read More »

“Salesforce to Sage Live Integration” is a new need for SME’s

Most of small businesses do not deal with complex business transactions. They rely on their basic journal monetary transactions. So in order to fulfill their business needs they don’t prefer to go with mid or big sized ERP system for handling their business activities. All that they need is an accounting system which can maintain… Read More »

Tips to keep in mind while purchasing a CRM

Why do you need a CRM? CRM is any system or model used to manage a company’s interactions with its current or future clients or customers. This system is a piece of technology used to organize, automate and synchronize all of the customer facing areas within your company: from marketing to sales to customer service to… Read More »

View your ERP data on the Cloud with Integration extensibility

In this business era efficiency, flexibility and cost-saving are important aspects of decision making for the organizations.  Most of the organizations use ERP as an accounting system which handles daily operations and CRM as a front end tool which is used by sales representative to maintain customer’s data. Data extracted by these systems helps organizations in faster decisions making. When it comes… Read More »