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While the potential of Sage CRM - Sage ERP is tremendous - it’s time to consider a well-tuned breed of enterprise collaboration tools with the ability to surpass and accelerate business processes.
Greytrix GUMU™ connector is a framework that offers Sage CRM integration with Sage ERP (Sage X3 ERP | Sage 100 (MAS 90/200) | Sage 300 (Accpac) | Sage 500 (MAS 500) | QuickBooks | Sage Intacct). It is designed to offer better control over the accounting, invoicing, cash flow, and inventory of enterprises with end-to-end visibility. Thus, offering real-time visibility of enterprise information anytime, anywhere driving business productivity and efficiency.
Greytrix with its powerful GUMU™ for Sage ERP and CRM systems enables you to derive maximum value from your business systems by providing the most direct path to achieve zero complexity. Greytrix GUMU™ integration solution empowers the enterprise to leverage information within the organization to make more informed and smarter business decisions while making data available across desktop, web, and mobile devices. Thereby optimizing your investments in Sage CRM and Sage ERP.
GUMU™ Integration on Sage Marketplace
GUMU™ connector for ERP and CRM software allows users to selectively sync data between systems depending on business needs on a bi-directional basis. The company’s master data comprising addresses, contact details, and transactions can be viewed on user-friendly Sage CRM tabs for a particular Customer in Sage CRM log-in. Sage CRM Company can be promoted as Sage ERP Customer or Vendor.
With this ERP CRM integration Critical information regarding Leads, Customer Data, and Orders can be accessed across devices desktops, mobiles, and tablets ensuring that sales and service teams respond quickly to customer needs. Sage CRM with Sage ERP Integration provides the same view on all devices. Sales reps can view Sales Orders on the go along with a user-friendly view of the line items, delivery status, and related information for better customer service.
GUMU™ Security Matrix empowers System Administrators by allowing them to set different access levels with prescribed user privileges. As a result, the CRM System Administrator can provide restrictive access to ERP data. This ensures regulated access to crucial business data accounting and financial data, thus making the ERP and CRM integration secure.
Sage CRM Integration with Sage ERP is designed to seamlessly import customer details from Sage ERP into Sage CRM. Users can also opt for easy mapping of their Customer records that existed in the system.
With an integrated Sage CRM - Sage ERP system, Sage CRM Admin can map Sage ERP Salesperson with integrated CRM users. The information is used to set the Salesperson on the Sales Order that will be promoted to Sage ERP. This feature eliminates the selection of a Salesperson on Order Entry for easy & proper commission calculation on the ERP end.
GUMU™ Integration enables organizations to view customer details, invoices, and orders that have been generated in the CRM software. This provides customer-facing personnel easy access to the customer data required to effectively cross-sell and up-sell to the customer and make more informed business decisions.
GUMU™ connector eliminates manual computation of error-prone currency conversions. With multi-currency support, you can create orders in CRM software with the currency value defined in the ERP system.
Sage CRM Admin controls the system and configures Promote Order rights to Sage CRM users. This ensures security for users to promote orders in Sage ERP from Sage CRM. The seamless integration also allows superior order visibility of information on promoted Orders.
With CRM - ERP integration, inquiry recording, and follow-up are streamlined because both systems are effectively linked. This is enabled by the creation of Sage CRM Quotes and Discounts using pricing in Sage ERP. Later, when required, These Quotes can then be converted to Orders in Sage ERP using typical integrated CRM features, allowing for advanced business management.
GUMU™ integration for Sage CRM with Sage ERP drives easy handling of multiple queries or multiple companies at an instance providing the user with a highly efficient user experience. Furthermore, numerous Sage ERP firms are integrated with Sage CRM at the same time, simplifying business operations and improving business processes.
For Sage CRM – Sage ERP integration users have the ability to mix and match the CRM – ERP versions for business competence. The Sage CRM 7.2 onwards till Sage CRM 2018 – R2 is compatible with Sage X3 version 6.5 (Patch 28) onwards till version 11 PU7 & version 12, Sage Intacct, Sage 100, and Sage 300.
Drop Enquiry for Version Compatibility.
Greytrix Sage CRM technical expertise encompasses:
Key benefits of integrating Sage CRM with Sage ERP using GUMU™:
Greytrix is globally recognized and is one of the oldest Sage Development Partners being a one-stop destination for Sage ERP and Sage CRM Business needs. It is acknowledged and rewarded for investing productive multi-man years of experience and expertise. We bring forward our competence with complete end-to-end assistance from inception till execution for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation requirements.
Greytrix has some of the best unique CRM ERPs solution integrations developed which can be listed as Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG across the globe. Our Sage CRM Product Suite includes add-ons that help in the easy functioning of your enterprise requirements, like Greytrix Business Manager, Gmail Integration, Sage CRM Mobile Service Signature, and Sage CRM CTI Framework.
Greytrix is a recognized Sage Champion ISV Partner for GUMU™ Sage X3 and Sage CRM integration also listed on Sage Marketplace.
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