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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.
Integrate Sage and Salesforce with Greytrix GUMU™ Connector
Get the best 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 information is needed to always stay ahead of the curve. Sage Salesforce integration provides updates on customers’ orders, invoice status and customer details 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 has 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 information in a database from the unwanted actions of unauthorized users. Integrate CRM and ERP accounting software to allow your business to control access to ERP using security rights feature. Accounting details is shared with stakeholders or individuals that benefit from its information. Users can secure these details and control its visibility effectively with security matrix.
With the unique advantage of 24/7 access, limited IT investment requirement and cloud capabilities of CRM, ERP details can be accessed anytime, anywhere. Cross device interface of both the systems makes it feasible to access critical information of leads, customers and orders, view product updates, pricing changes, transactional updates, accounting 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 background. Log tracking functionality provides you with complete progress log track of Customer or stakeholders.
Salesforce CRM Integration with ERP allows you to add or create new inquiries in CRM as per your business needs based on the Sage ERP facts whilst providing your sales team a holistic view of running processes. Integrate Salesforce to modify existing inquiries to include custom fields in CRM reflecting associated ERP details.
The integration provides the ability to use & configure additional inquiry screen of Salesforce.com with new sections and any fields from ERP. The lightning components interface in GUMU™ integration allows businesses to sync additional field values for Accounts from CRM object to the respective A/R Customers in ERP system.
In businesses, inquiries 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 ERP with the GUMU™ lightning interface version. Hence, sales teams gain the ability to escalate Customers, Sales Orders, Accounts from CRM to ERP, reducing time and efforts of data entry into Sage ERP systems.
The Standard Salesforce Opportunity function enables users to use features such as:
The latest feature of Sage integration Salesforce allows enterprises to save the data entry by inputting on the promotion screen for a Customer, to use it again 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 details 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 for use 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 cloud framework provides a close integrated information system that makes decision making easier and efficient with trusted data for sales representatives. 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.
Greytrix GUMU™ for Sage and Salesforce is compatible with both Sage 300 WEB API and SData, SQL Extension, Accpac, Sage 300, Acumatica, Sage 50 Peachtree US, Sage 50 CA, Sage 100US, Sage 100c, Sage 100 4.4, Sage 100 4.5, Sage 100 2013, Sage 100 2014, Sage 100 2015, Sage 100 2016, Sage 100 2017, Sage 100 2018, Sage 100 2019, Sage 100 2020, MAS90, MAS200 and Sage X3 upto v12.
GUMU™ for Salesforce – Sage ERP Integration app is licensed through the Salesforce AppExchange and works with Salesforce Professional Edition, Salesforce Enterprise Edition, Salesforce Unlimited Edition, Salesforce Lightning Professional, Salesforce Lightning Enterprise and Salesforce Lightning Unlimited.
GUMU™ is also compatible with Sales Cloud, Marketing Cloud, Force.com, Wave Apps, Salesforce Mobile 1, Salesforce App Cloud, Lightning Bolt, Salesforce Quote-to-Cash, Pardot, Analytics Cloud, Sales Wave Analytics, Community Cloud, Commerce Cloud Digital, Commerce Cloud Store, Chatter, AvaTax, and Salesforce IoT Cloud.
GUMU™ for Salesforce - Sage ERP software 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.
This is a very versatile and customizable product that can handle simple and advanced mappings with proper lookups relationships between objects. The mapping and scheduling components are very simple and intuitive.This is a very versatile and customizable product that can handle simple and advanced mappings with proper lookups relationships between objects. The mapping and scheduling components are very simple and intuitive. Greytrix has been great to work with; their customer service is great. During the integration they were easy to work with and very knowledgeable about Sage. Post integration they are very responsive to any and all issues that arise and address them immediately.
GUMU™ is a great, cost-effective solution for linking SAGE to CRM. The team was very scheduled, attentive, and kept the project on track. They worked with us to make sure everything was address throughout the process. Thanks!GUMU™ is a great, cost-effective solution for linking SAGE to CRM. The team was very scheduled, attentive, and kept the project on track. They worked with us to make sure everything was address throughout the process. Thanks!
Greytrix has been great to work with; their customer service is top notch. During the integration they were easy to work with and very knowledgeable about Sage. Post integration they are very responsive to any and all issues that arise and address them immediately.Greytrix has been great to work with; their customer service is top notch. During the integration they were easy to work with and very knowledgeable about Sage. Post integration they are very responsive to any and all issues that arise and address them immediately.
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.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.
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.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.
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