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Greytrix offers GUMU™ integration solutions for Sage 300 ERP with Salesforce.com a best of breed solution for organizations to enhance their front and back office operations. With Sage 300 ERP and Salesforce Cloud CRM integration you have actionable customer information at your fingertips. 24x7x365 accessibility provides a real edge to virtual workforces, it enables employees to work without being tied to their office desk, desktop or servers. Instead, employees can contact customers & prospects on-the-go and access real-time data on their personal portable devices like mobiles or tablets. By delivering actionable and frequent customer insights, employees can improve productivity across businesses, thereby optimizing investments in Sage 300 ERP and Salesforce.com cloud based CRM.
Important Quote, Sales Order, Shipment, Invoices, Credit Note, Payments Receipts against Invoices and Sales summary can be viewed on user-friendly Salesforce tabs for particular customer. It also provides ability to create a quote in Salesforce.com with real-time product pricing information from Sage 300 ERP.
GUMU™ Security Matrix empowers System Administrators by allowing them to set different access levels with prescribed user privileges. This provides IT with the power to secure data and control systems effectively.
Easy to configure additional inquiry screen of Salesforce.com with new sections and any fields from Sage 300 ERP. Ability to add new entities for data mapping in Salesforce. Provision to incorporate additional fields for existing data synchronized between Salesforce and Sage 300 ERP.
The Salesforce lightning components interface in GUMU™ integration allows users to synch additional field values for Accounts from Salesforce object to the corresponding A/R Customers in Sage 300 ERP system.
Businesses receive inquiries, that are converted into leads and then to accounts where they might execute a transaction. Users can promote an already existing Account in Salesforce as a Vendor in Sage 300 ERP by using GUMU™ lightning version. This allows the sales team to promote Customers, Sales Orders, Accounts from Salesforce to Sage 300, thereby reducing time and efforts of data entry into Sage 300.
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 300 Integration addresses the following benefits:
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