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Greytrix offers Salesforce - Sage ERP Integration systems - a best of breed solution for organizations to enhance their customer interaction. With Salesforce Sage integration, you have actionable customer information. 24x7x365 accessibility provides a real edge to virtual workforces, enabling employees to work without being tied to their office desk, desktop or office servers. Instead, employees can resolve customer queries and contact prospects on-the-go and access real-time data on their personal portable devices such as mobiles or tablets. By delivering more actionable and frequent customer insights, employees can increase productivity, thereby optimizing the IT investments in Sage ERP and Salesforce cloud-based CRM.
Get the best Salesforce Integration with Sage ERP on Salesforce AppExchange!
Data is an extremely important aspect of any business. For quick and accurate decision making access to real time, bi- directional data is needed to always stay ahead of the curve. Sage Integration with Salesforce, provides updates on customers’ orders, invoice status and customer information bi-directionally. Try GUMU™ integration on Salesforce AppExchange today with features so compelling that will provide your organization with a chance to test and evaluate the integration benefits for a true ROI assessment. It is a complete bi-directional integration with the ability to promote customer and order data from Salesforce.com to Sage ERP accounting software.
Data security is achieved by protecting digital data in a database from the unwanted actions of unauthorized users. Integrate Salesforce and Sage ERP accounting software to allow your business to control access to Sage ERP using security rights feature. Accounting data is shared with stakeholders or individual that benefit from its information. Users can secure this data and control its visibility effectively with security matrix.
With the unique advantage of 24/7 access, limited IT investment requirement and cloud capabilities of Salesforce, ERP information can be accessed anytime, anywhere. Cross device interface of ERP and CRM makes it feasible to access critical information of leads, customers and orders, view product updates, pricing changes, transactional updates and also promoting customers and orders to Sage ERP on the go from smart devices such as mobile, desktop and laptop.
Entity synchronization feature gives your business the flexibility to map/ import any custom or standard Sage ERP like Sage X3 entity data into Salesforce objects. This can further be leveraged to perform analysis using any Wave analytics, Dashboard reporting and Visual charts. With the cloning feature you can reformat / filter/ restructure existing entity without disturbing its original form and use it for specific purpose. The entity sync schedules can be set as per your need and it is also possible to support multiple sync of entities with processes running in the back ground. Log tracking functionality provides you with complete progress log track.
Salesforce CRM Integration with Sage ERP allows you to add or create new inquiries in Salesforce CRM system as per your business needs based on the Sage ERP data. Modify existing inquiries to include custom fields in Salesforce reflecting associated Sage ERP data.
The integration provides the users the ability to configure additional inquiry screen of Salesforce.com with new sections and any fields from Sage ERP. The Salesforce lightning components interface in GUMU™ integration allows businesses to synch additional field values for Accounts from Salesforce object to the respective A/R Customers in Sage ERP system.
In businesses enquiries are converted into leads and then to accounts where they perform a transaction. Sales Representatives can promote an already existing Account in Salesforce as a Vendor in Sage ERP with the GUMU™ lightning interface version. Hence, sales teams gain the ability to escalate Customers, Sales Orders, Accounts from Salesforce to Sage ERP, reducing time and efforts of data entry into Sage ERP systems.
The Standard Salesforce Opportunity function enables users to:
The latest feature of GUMU™ integration developed for Salesforce allows enterprises to save the data by inputting it on the promotion screen for a Customer, so that it can be reused after fixing the data error encountered in the validation process before promotion.
To enhance the overall user experience in GUMU™ integration, Greytrix has introduced a new feature “Salesforce – ERP Data Preview”. It will provide the user with the ability to preview & validate the ERP data prior to it being imported in Salesforce CRM.
Experience the power of Salesforce connector for your Sage 100/ Sage X3/ Sage 300 systems with the latest versions. The versions supported are Salesforce Edition – Professional, Enterprise and Unlimited with Sage 100 versions – 2012 and above editions (Advanced, Premium, Standard), Sage X3 editions version 6.5, version 7.0 onwards upto version 12, Sage 300 editions version 2012 and onwards.
The GUMU™ data exchange framework is operational for Salesforce Lightning Components, which enables all the integration features and components to be accessible through the Salesforce1 mobile app. The framework provides a close integrated information system that makes decision making easier and efficient with trusted data. Salesforce app users can access the components through the navigation menu where they can customize the Lightning interface experience. Users can also publish the components and share them with other users.
GUMU™ for Salesforce - Sage ERP integration covers the following benefits:
Greytrix is one of the oldest and the largest, as a Salesforce Product development partner for two decades setting up an example of exemplary performance. We offer a wide variety of integration products, services, and customizations to the end users and Partners across the ecosystem. Our scope of service also provides Consultation, Configuration, Training, support services with think outside the box functionality alongside customizations to embody custom business logic rules and functions that needs apex code incorporation into the Salesforce.com platform. Greytrix GUMU™ integrations has some unique solutions for Cloud CRM like Salesforce CRM integration with ERP’s like Sage X3, Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Salesforce customization and development services with services like Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business Partners and end users.
Greytrix integrations for Sage ERP’s with Salesforce are 5-star rated listed apps on Salesforce AppExchange.
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