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Greytrix offers Salesforce Integration with Sage ERP systems - a best of breed solution for organizations to enhance their customer interaction. With Salesforce and Sage ERP 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 ERP – CRM connector 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. Salesforce Integration with Sage ERP, 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.
Data security is achieved by protecting digital data in a database from the unwanted actions of unauthorized users. GUMU™ Integration for Salesforce with Sage ERP, allows businesses 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 Enterprise Management 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 Integration with Sage ERP allows you to add or create new inquiries in Salesforce system as per your business needs based on the Sage EM data. Modify existing inquiries to include custom fields in Salesforce reflecting associated Sage ERP data.
Below are the key benefits of Salesforce CRM Integration for Sage ERP:
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