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GUMU™ for Salesforce - Sage 300 ERP Integration

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 and sales. With Sage Accpac Salesforce Cloud CRM integration, you can use actionable customer information at the fingertips of your business. 24x7x365 availability provides a real edge to the virtual workforce, it enables employees to work without being tied to their office desk, desktop, or servers and prevents data entry errors by automating business processes. 

Instead, employees can contact customer data & prospect information on the go and use real-time data on their personal portable devices like mobiles or tablets synchronized with the ERP and CRM data for timely sales opportunities. Employees can improve productivity across businesses by delivering actionable and frequent customer insights, thereby optimizing investments in Sage 300 ERP accounting and Salesforce.com cloud-based CRM. Greytrix - Sage Development Partner, has been at the forefront of Sage integrations and has successfully implemented integrations for its Partners, Customer, and end-users worldwide.

Integrate Sage and Salesforce with Greytrix GUMU™ Connector

GUMU™ for Salesforce Sage Integration: Rated 5-Star on Salesforce AppExchange

Available Salesforce Sage Integrations

Salesforce Sage X3 Integration
Salesforce Sage 300 Integration
Salesforce Sage 100 Integration
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Opportunities multiply as they are seized. Seize yours now! Contact Us

What are the features of Salesforce Integration with Sage 300?

Real Time Information View

Important Quote, Sales Order, Shipment, Invoices, Credit Note, Payments Receipts against Invoices, Sales summary and accounting information can be viewed on user-friendly Salesforce tabs for particular customer. Sage Integration with Salesforce software provides business ability to create a quote in Salesforce.com with latest synchronized product pricing information from Sage 300 ERP (Accpac).

Real Time, Bi-directional Integration

Salesforce Integration with Sage 300

Authorization Control

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 which helps in Customer satisfaction.

Extensibility

Easy to configure additional inquiry screen of Salesforce.com with new sections and any fields from Sage 300 ERP software. Ability to add new entities for data mapping in Salesforce. Provision to incorporate additional fields for existing data synchronized between Salesforce CRM cloud and Sage 300 ERP accounting.

The Salesforce lightning components interface in GUMU™ Salesforce Sage integration allows users to sync additional field values for Accounts from Salesforce object to the corresponding A/R business Customers in Sage 300 ERP system.

 

Salesforce Sage 300 Integration

salesforce sage integration

Promote Entities

Businesses receive inquiries, that are converted into leads and then to Customer accounts where they might execute a transaction. Salesforce Account holders when Integrate their system with Sage 300 ERP, can promote an already existing Account in Salesforce as a Vendor in Sage 300 ERP by using GUMU™ lightning version. Integrate Salesforce with Sage to allow 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.

Standard Salesforce Opportunity

Salesforce Standard Opportunity in Sage 300 Salesforce Integration provides features such as:

  • Create associated Opportunity along with Quote items
  • Sales Quote promotion to Sage ERP accounting
  • Processing the complete flow in Salesforce and converting to Order in Salesforce
  • Respective record in the Sage ERP will be converted to Order automatically
salesforce + sage erp
salesforce sage erp integration

Handling Data During Promotion

The new feature of GUMU™ for Sage Salesforce integration software 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.

Preview Data Before Import

To improve the overall user experience in GUMU™ integration, we have introduced a new “Salesforce CRM – Sage ERP Data Preview” feature. This feature provides user the ability to preview & validate the ERP data prior to it being imported in Salesforce CRM cloud.

sage erp salesforce integration
salesforce crm sage integration

Import Data via Synchronization of Entity

Users of the Salesforce Sage 300 Integration solution can import data by syncing of entity in the following ways:

  • Map and import data of any entity like Accounts, Organization, Objects (standard Salesforce/ custom) in Salesforce from Sage 300 using the integration capabilities from the modules.
  • Schedule the synchronization according to the routine data import e.g. weekly, daily, weekdays, every hour etc.

What is the version compatibility available for Salesforce - Sage 300 integration?

Experience the power of Salesforce connector for your Sage 300 system with the latest versions. The versions supported are Salesforce Edition – Professional, Enterprise and Unlimited with Sage 300 editions version 2012 and onwards.

salesforce sage 300 version
gumu salesforce lightning components

GUMU™ Integration works on Salesforce Lightning Components

GUMU™ data exchange framework is being operational for Salesforce Lightning Components, enabling all the integration features and components to be accessed through the Salesforce1 mobile app. The framework instils an integrated information system that ensures that decision making is easier and efficient with reliable data. Salesforce app users access the components through the navigation menu on the dashboard wherein you can customize the Lightning interface experience. The users can also publish the components and share them with other users.

Why GUMU™ for Salesforce - Sage 300 integration is best for you?

GUMU™ for Sage Integration Salesforce addresses the following benefits:

  • Management can use latest data to make informed decisions & identify business opportunities
  • Sales person can extract Customer data in realtime and use it on the go
  • Enhanced client experience due to faster resolution of queries in minimum time and personalized responses
  • Increased employee productivity due to data consistency and no efforts to correct duplication

Use Salesforce CRM Integration for Sage ERP product today with features so compelling that provides your organization and sales and service teams with a chance to test and evaluate the integration benefits for a true ROI assessment.

salesforce sage integration benefits
sage and salesforce integration

Greytrix GUMU™ is Compatible with

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 300 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.

How can Greytrix help in Salesforce Sage ERP 300 integration?

Greytrix is one of the oldest Salesforce Product development partner for 21+ years, making available a wide variety of integration products, services, and customizations to the end users as well as to the Partners. We have been offering Consultation, Configuration, Training, and support services with out-of-the-box performance functionality as well as customizations to incorporate custom business rules and processes that require apex code inclusion into the Salesforce.com platform. 

Greytrix has some best in class solutions for Cloud CRM such as Salesforce integration with Sage X3, Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). We also offer the best 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™ integrations for Sage ERP’s with Salesforce are 5-star rated apps on Salesforce AppExchange.

salesforce sage erp 300 integration
For more information on GUMU™ for Salesforce - Sage 300 (Accpac) Integration, write to us at salesforce@greytrix.com

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