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GUMU™ for Salesforce - Sage 100 Integration

Greytrix GUMU™ integration for Salesforce with Sage 100 (US) will streamline your front and back-office operations. Customer transactions such as Sales Orders, Invoices, etc can be accessed in real-time through this integration. If you leverage 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™.

Sage 100 integration with Salesforce is 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.

Is Salesforce integration with Sage 100 the best?

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 (MAS 90/200), make both the systems work in tandem and increase your ROI on both the systems.

Integrate Sage and Salesforce with Greytrix GUMU™ Connector

Salesforce CRM Integration with Sage ERP : Rated 5-Star on Salesforce AppExchange

Available Salesforce Sage ERP Integrations

Salesforce Sage X3 Integration
Salesforce Sage 300 Integration
Salesforce Sage 100 Integration
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What are the features of Salesforce Sage Integration?

Real Time, Bi-Directional

Today’s business climate demands faster and more comprehensive information about 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 customer details are available real-time and bi-directionally in Salesforce.com and Sage 100 ERP.

With features so compelling, Salesforce Integration with Sage 100 ERP 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.

Real Time, Bi-directional Data Exchange

salesforce sage 100 sync

Security Matrix

Maintaining privacy, control, and flexibility over ERP data access permissions to Salesforce.com profiles or users is critical. 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 who benefits from its information and you can control the visibility with a unique security matrix.

Cloud Access to ERP Data

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.

Cloud Access to ERP Data

sync salesforce and sage erp

Sync Additional Fields

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.

Promoting Customers | Orders Simplified

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™ Sage 100 Integration with Salesforce.  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.  

promote customers salesforce integration
salesforce sage 100 integration

Standard Salesforce Opportunity

Salesforce Standard Opportunity provides features such as:

  • Create associated Opportunity along with Quote items
  • Sales Quote promotion to ERP
  • Processing the complete flow in Salesforce and converting to Order in Salesforce
  • Respective record in the ERP will be converted to Order automatically

Handling Data During Promotion

The new feature of GUMU™ Sage 100 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.

salesforce integration data
data import salesforce integration

Preview Data Before Import

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.

Import Data via Entity Synchronization

Data can be imported through entity synchronization in the following ways:

  • Users can map and import data of any entity like Accounts, Organization, Objects (standard Salesforce/ custom) in Salesforce from Sage 100 using the integration capabilities.
  • Schedule the synchronization according to the routine import e.g. weekly, daily, weekdays, every hour etc.
salesforce integration with sage erp
sage salesforce integration

What is the version compatibility available for Salesforce – Sage 100 integration?

Experience the power of Salesforce connector for your Sage 100 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)

GUMU™ Integration with Salesforce Lightning Components

With the GUMU™ data exchange framework being operational for Salesforce Lightning Components, all the integration features and components are accessed through the Salesforce1 mobile app. Salesforce integration with Sage 100 (mas 90) provides a cohesive integrated information system that makes decision-making easier and more efficient by providing reliable data. Salesforce.com app users access the components through the navigation menu wherein you can customize the Lightning Experience. The users can also publish the components and share them with other users.

GUMU Integration
salesforce sage 100 sync

Why GUMU™ for Salesforce - Sage 100 integration is best for you?

GUMU™ for Sage 100 Salesforce Integration addresses the subsequent benefits:

  • Based on real - time data, Management and stakeholders can make accurate and informed decisions to identify business opportunities within the crucial time frame.
  • Salesperson can extract real-time and valuable client information on-the-go which can help in no lead loss.
  • Enhanced client experience due to quick resolution of queries and personalized responses.
  • Increased resource productivity due to data consistency and reduced manual efforts.
  • Better reporting and improved dashboards based on Sales information from ERP

Greytrix GUMU™ is Compatible with

Greytrix GUMU™ Integration 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 100 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.

sage and salesforce integration
salesforce sage erp integration

How can Greytrix help in Salesforce CRM Integration with Sage 100?

Greytrix being one of the oldest as a Salesforce Product development partner for over two decades offers a wide variety of integration products, services, and customizations to the end users as well as to the Partners across the globe. We offer Consultation, Configuration, Training, and support services with out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce.com platform. 

Greytrix offers some unique Cloud CRM solutions, such as Salesforce integration with Sage X3, Sage Intacct, Sage 100, and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services alongside services like Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.

Greytrix GUMU™ Sage ERP integrations with Salesforce are 5-star listed apps on Salesforce AppExchange.

For more information on GUMU™ for Salesforce - Sage 100 (MAS 90/200) Integration, write to us at salesforce@greytrix.com

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  • Sage100 WebService (Email salesforce@greytrix.com for Password)

Testimonials

William Blanco


Awesome Integration Software


Salesforce Sage Integration 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.Salesforce Sage Integration 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.

Amanda Gray, VP Sales & Marketing


Attentive Team to Work With


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!

Steve Honick, Director of Technology & Information Security


Good Product, Service and Integration


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.

Joseph Weller, Account Executive


Outstanding Customer Support


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.


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    Tel : 022 6768 7800
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