Greytrix Introduces Agent GUMU™ to Transform How Teams Interact with Salesforce and Sage ERP
Greytrix announces the launch of Agent GUMU™, an AI-powered conversational assistant designed to help organizations interact more effectively with Sage ERP data inside Salesforce. Built to operate natively within Salesforce and powered by Salesforce’s Agentforce – Agent GUMU™ enables teams to retrieve real-time ERP information and perform ERP-driven actions using natural language—reducing dependency on system switching, manual lookups, and back-office intervention.
Agent GUMU™ represents a strategic evolution of the GUMU™ ecosystem. While GUMU™ Connector continues to provide the trusted integration foundation between Salesforce CRM and Sage ERP, Agent GUMU™ introduces a conversational intelligence layer that enables users to engage directly with connected data. Questions, actions, and validations that previously required multiple systems or teams can now be handled contextually inside Salesforce, with responses grounded in live Sage ERP data.
Developed for organizations operating across Salesforce, Agentforce, Sage ERP, and GUMU™ Connector, Agent GUMU™ reflects Greytrix’s continued focus on simplifying enterprise workflows while preserving data accuracy, governance, and control.
Real-Time ERP Intelligence, Native to Salesforce
Agent GUMU™ functions as a chat-based assistant embedded directly within Salesforce, accessible on both desktop and mobile devices. It leverages the existing GUMU™ Connector infrastructure to retrieve live information from supported Sage ERP systems.
By enabling real-time ERP intelligence rather than relying on static reports or delayed syncs, Agent GUMU™ ensures users always work with current inventory levels, customer status, financial data, and transaction details aligned with Sage ERP business rules and validations.
Conversational ERP Actions for Everyday Business Tasks
Agent GUMU™ is designed to support high-frequency, business-critical interactions across sales, service, operations, finance, and leadership teams through simple text-based commands inside Salesforce, including:
- Customer & Account Management
Promote customers from Salesforce to Sage ERP in real time with automated validation.
Example: “Promote this customer to Sage ERP.” - Quote & Order Management
Create quotes, add items, apply discounts, and promote orders to ERP while validating pricing, inventory availability, and payment setup.
Example: “Create a quote for this account with item ARS-9101, quantity 10.” - Inventory & Product Intelligence
Access live inventory levels, warehouse availability, low-stock alerts, and sales history directly from Sage ERP.
Example: “How many units of item ARS-9101 are in stock?” - Financial & Order Insights
View year-to-date sales, overdue invoices, order status, and failed syncs between Salesforce and Sage ERP.
Example: “Has this ERP order been invoiced yet?”
For executives and leadership teams, Agent GUMU™ also provides on-demand visibility into revenue trends, reconciliation gaps, and master data alignment—helping reduce the time between questions, insights, and decisions.
Purpose-Built, Secure, and Enterprise-Ready
Unlike general-purpose AI assistants, Agent GUMU™ is purpose-built for Sage ERP workflows. It understands ERP-specific terminology, business logic, and validation rules, ensuring actions are executed accurately and consistently. While Salesforce’s native AI capabilities focus on CRM workflows, Agent GUMU™ specializes in ERP-aware intelligence, bridging front-office activity with back-office systems.
Agent GUMU™ inherits the same enterprise-grade security and governance framework trusted by GUMU™ Connector customers, including role-based access controls and secure data handling aligned with Salesforce and Sage ERP policies.
Availability
Agent GUMU™ is live and available today as a free add-on during the current promotional period (terms apply) for organizations operating Salesforce with Agentforce, Sage ERP, and GUMU™ Connector. Post-promotion pricing will be announced at a later date.