GUMU™ for

D365 CRM - Sage Intacct Integration

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GUMU™ for Dynamics 365 CRM Sage Intacct Integration Connector
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GUMU for
Dynamics 365 CRM - Sage Intacct Integration

The Dynamics 365 CRM – Sage Intacct integration supports multiple technologies, databases and operating systems and is a comprehensive business management solution.

Sage Intacct is the leading cloud accounting software for enterprises, transforming the way businesses operate. Increase ROI with the first and only AICPA (American Institute of Certified Public Accountant) preferred cloud based financial management solution that seamlessly integrates with your existing business systems and is compatible with new applications organizations introduce later. Sage Intacct cloud solution assists businesses to automate complex processes and deliver rich financial and operational insights. Meanwhile, Dynamics 365 CRM runs as a powerful integrated system and is a server client application which is primarily an IIS based web application that supports extensive web service interfaces. Microsoft Dynamics 365 CRM helps you prepare multichannel marketing campaigns, nurture sales-ready leads, and align your sales and marketing teams with planning and tracking tools that integrate with your existing apps and services. The real-time data analysis prioritizes leads using multiple lead scoring models. The bi-directional, real-time Sage Intacct Dynamics 365 CRM integration synchronizes Sales Quotes, Orders and Invoices from Sage (to Standard tables/ Objects in MS CRM) that can be viewed on user-friendly UI of Microsoft Dynamics CRM layout. The synced Sage data can be utilized for providing details to the clients regarding orders, invoices etc thus providing exceptional end-client experience. GUMU™ connector facilitates rapid data movement offering multi-dimensional data analysis to increase productivity, make timely decisions, and drive your business forward with Sage Intacct Dynamics Integration.

Integration Touchpoints

Customers

This is the bi directional data transfer of Customer and Accounts

Customer Contact

This is the bi directional data transfer of Contact between Sage Intacct and Dynamic 365.

Products

Products are created in Sage Intacct and then transferred to Dynamics 365.

Product Category

Product category are needed to be Dynamic for the products transfer to complete successfully. Product category transfer from Sage Intacct to Dynamic 365.

Sales Person

Salesperson transfer from Sage Intacct to Dynamics

Sales Invoice | Greytrix

Sales Invoice

Sales Invoice integrate from Sage Intacct to Dynamic 365.

Sales Quote

Salesperson enter customer quotation in Dynamic 365 these are transfer to Sage Intacct, similarly the quotes entered in Sage Intacct integrated to Dynamic 365.

Sales Orders

This is bi directional integration of Sales order between Sage Intacct and Dynamic 365. Integration also supports Sales order integration made against Sales quotation.

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Testimonials

Acclaimed client satisfaction for all-around services

I'm very happy to have received the exceptional support of Pritesh and Aditya during this implementation process, as they went above and beyond to meet our needs while fixing our problems, and they really made a difference on the first impression we had when dealing with all the initial challenges. They were very knowledgeable and worked very hard to ensure all issues were fixed in a timely manner. They were also very patient as we learned about the GUMU product and its features, took the time to explain everything in detail ensuring we had everything we needed to be successful with the transition, and with our Go Live.

Heidi Araiza Customer Service Manager, Danica

The Gumu integration tool was recommended by our solution partners when we looked at linking our Salesforce platform to Sage and this began our interaction with Kavita and Ashwin. With no real understanding of how powerful this tool could be, your willingness to meet on teams and address questions or provide guidance has been much appreciated, Your professional approach to our requirements, speedy response to our emails and your knowledge and skill in tailoring your tool to meet the needs of our team has resulted in a successful project "go live". Thank you for your incredible patience with us. We could not have done this without you!

Carol Lowe Salesforce Administrator, Servest (PTY) Ltd

This has completely met our needs in terms of Salesforce/Sage integration. GUMU hits their target spot on by providing the integration for both platforms to work in unison. Their implementation is well planned and intuitive. However, a great product is nothing without strong customer service. Greytrix provides just that. A dedicated team works with the customer to resolve any issues which may arise. Communication is prompt and reliable. In short, everything works as it should, but if the customer has concerns or problems along the way, Greytrix will be responsive - in communication and problem-solving.

Kyle Ivy Digital Accessibility Account Manager & Salesforce Admin, NewView Oklahoma

We are still discovering more ways to capitalize upon Greytrix's GUMU Sage ERP Integration for Salesforce! Greytrix knows both Salesforce and Sage 300 inside and out. Working with Hayat and Adil to customize the solution to our specific sales team and work environment has been a pleasure. With regular online meetings we have been able to collaborate with them and their team to create a vital business resource to empower our Sales Agents and provide our staff with easy access to the data required to monitor and grow our business. Highly recommended.

Ken McRory General Manager, Vortex Canada

Team Greytrix's GUMU™ is a product that syncs the data between our Salesforce and Sage 100 ERP system. During the discussion phase of our customization, they understood our requirements and delivered a solution that suited our business process and needs. The team was able to suggest workarounds to any challenges that we faced. Even after going live, they periodically monitored our integration and provided us timely updates and were quick to answer any of our queries. Throughout our engagement, the team has been very supportive with some exceptionally Great support.

Steve Honick Technology Executive, CCT Tapes

The solution that Greytrix provided for our Sage100 to SalesForce integration was far superior to our previous integration. Being that my company was switching our integration to Greytrix there were some complications that we ran into while uninstalling old components, however the TEAM at Greytrix supported every step of the process with rapid and reliable assistance. Not only is the quality of their standard product very high, but also of the customized solutions that were designed for us. For a high quality product, with reasonable pricing and unparalleled customer support - I would recommend GUMU for SalesForce to any company utilizing the Sage ERP system.

Joseph Madrazo Solution Engineer, NPC Global

Greytrix has proven to be a solid partner in our Salesforce implementation. Their GUMU tool works effectively and without issues. The Greytrix team has always been very professional and responsive. We are very pleased with our decision to use them as our partner for data integration between Sage and Salesforce. Regarding communication: While the email correspondence with the Greytrix team was exemplary, prompt, courteous, and with screen shots and very detailed explanations, the challenge our team faced in the planning stages was the voice communication. With the time variance from India and the US, we were limited on the time of day we could have voice conferences.

Jamie Burdett Sales Support / SalesForce Administrator, SAM Medical

GUMU is a fantastic, cost-effective product and the dedicated and hardworking Greytrix team were responsive to every question asked, addressed each issue we encountered, and continued to help us reach the goal line. Greytrix/GUMU was recommended to us by the professionals who monitor our ERP system (Sage 100). We had a somewhat challenging integration, due to the quirks of our existing system and the fact that our business model does not fit Salesforce's out-of-the-box functionality. Because our Implementation Partner continued to help build/refine Visualforce components and many custom objects in our Org at the same time, there were a lot of moving pieces (and a few missteps along the way, as often happens) while we learned.

Christin Landis Fraser Consumer Engagement Manager, Milton's Craft Bakers

The best thing I can say about our Sage 300 integration with GUMU is that I don't think about it anymore. Everything is working perfectly. Our Salesforce setup and Sage process are a little bit outside of standard practices but Greytrix was able to make it work with how we work. Customer service was great. Questions were answered quickly and when a more in depth discussion was called for, they were ready to jump on a call.

Mike Quill Salesforce Administrator, Academic Innovations

The Greytrix team behind the GUMU integration is very professional. They're on call almost 24/7. It took us a long time to get started and they were patient throughout the whole process, answering our every question with expertise. The product itself is pretty straight forward, easy for an admin to understand and maintain. On top of that, their team is composed of talented SalesForce and Sage experts, who know exactly what they're talking about.

Alex Trinh Global Vision

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