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Greytrix GUMU™ integration for Salesforce with Sage 100 (US) will streamline your front and back office operations. Due to this integration, a single console view of Customer transactions like Sales Orders, Invoices, etc. can be viewed in real – time. If you are leveraging Salesforce.com as your front end solution and Sage 100 ERP for financials, extend your investments with this easy to use and install, real time, bi-directional integration using GUMU™.
Designed to provide businesses a seamless integration using existing Salesforce.com and Sage 100 ERP business process and screens, your sales and marketing teams can now obtain more accurate and up to date information on customers with a real time view of orders, invoices and financial management information.
Create orders and promote new customers on the go, through any device capable to access Salesforce.com and save time from creating orders manually in Sage 100 ERP with order entry promotion feature. Plus sales teams benefit from a real time inventory count update by location to maintain proper inventory levels. With the power of a Cloud based Salesforce.com and the reliability of Sage 100, make both the systems work in tandem and increase your ROI on both the systems.
Today’s business climate demands faster and comprehensive information of their customer and their associated interactions. This is why real time is not a choice in a fast pace environment. With Salesforce CRM Integration with Sage ERP - Sage 100 (MAS 90/200), updates on customers’ orders, invoices status and changes to customer information is available real time and bi-directionally in Salesforce.com and Sage 100 ERP.
With features so compelling, Salesforce Integration with Sage 100 will provide your organization with a chance to test and evaluate the integration benefits for a true ROI assessment. Need a complete bi-directional integration and ability to promote customer and order data from Salesforce.com? Then upgrade to the Pro edition for a complete end-to-end integration capability.
It is important to maintain confidentiality, control and flexibility on the access rights of ERP data access to Salesforce.com profiles or users. With Salesforce Connector for Sage 100, businesses can now control access and transactional updates to Sage 100 ERP using security rights. Accounting data is in the hands of your team or individual that benefits from its information and you can control the visibility with a unique security matrix.
With a unique advantage of 24/7 access, limited IT investment requirement and cloud capabilities of Salesforce.com, ERP information is now obtained from any location and whenever it’s needed. Viewing product updates, pricing changes or customer transactional updates is now possible by integrating your Sage 100 ERP application with Salesforce for a 360 overview of your customer data.
Enterprises can sync additional values like product unit cost, comments etc. from the order detail screen for the selected product and can also override certain values related to selected item information from Salesforce to Sage 100 ERP system.
Businesses receive inquiries, that are converted into leads and then to accounts where they might execute a transaction. Promoting Customers | Orders is one of the features of GUMU™ Integration for Salesforce – Sage 100. This allows the sales team to promote Customers and Sales Orders from Salesforce to Sage 100, thereby reducing time and efforts of data entry into Sage 100.
Salesforce Standard Opportunity provides features such as:
The new feature of GUMU™ integration for Salesforce enables the user to save the data that has been entered on the promotion screen for a Customer, in case it needs to be reused after fixing the data error encountered in validation before promotion.
To improve the overall user experience in GUMU™ integration, we have introduced a new “Salesforce – ERP Data Preview” feature. This feature provides user the ability to preview & validate the ERP data prior to it being imported in Salesforce CRM.
GUMU™ for Salesforce - Sage 100 Integration addresses the following benefits
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