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GUMU™ for Sage CRM - Sage 300 ERP Order Entry Integration

Greytrix’s GUMU™ Sage CRM – Sage 300 ERP Integration enables a perfect synergy of two powerful systems that makes customized order entry effortless while maximizing your investment on Sage 300 ERP. Built on top of the standard Sage CRM Integration with Sage 300 provided by Sage, our order integration product makes it possible to enter orders into Sage 300 ERP and Sage CRM over the web saving valuable time and money. This solution can be tailored to suit your business’ unique order requirements so that every critical order detail is effectively captured and stored.

Don’t miss out on critical business data

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Features of Sage CRM Integration with Sage 300 ERP Order Entry

Real-time Bi-directional Integration

Any changes made to data in Sage CRM are reflected in real time on Sage 300. Additionally, GUMU™ provides flexibility in the integration by allowing users to selectively sync data between systems depending on business needs on a bi-directional basis.

sage crm and sage 300 integration
Sage CRM Sage 300 Integration

Multi-Currency Support

GUMU™ eliminates the need to manually compute currency conversions that are error-prone. With multi-currency support, you can now create orders in Sage CRM in the same currency as defined in Sage 300 ERP.

Secure Order Promotion

Your Sage CRM Administrator enjoys better control over the system and can configure Promote Order rights to other Sage CRM users without any hassle. This ensures better security for users to promote orders in Sage 300 ERP from Sage CRM.

promote orders Sage 300 with Sage CRM
sage crm erp order visibility

Superior Order Visibility

Powered by a seamless order integration of Sage CRM and Sage 300 ERP, users can easily view all information on promoted orders. This is made possible within Sage CRM by navigating to the Promoted Orders tab of an Opportunity.

Easier Access to Data

Users can import/synchronize all Sage customer data in Sage CRM with ease. Additionally, users can view sales orders on the go along with a user-friendly view of the line items, delivery status and more useful information.

sage crm erp data integration
sage crm integration data access

Data access on - the - go

Cross device integration, critical information regarding Leads, Customers and Orders can be accessed across devices – Sales Order created, can be promoted to the Sage ERP on the go.

Streamlined Customer Response System

With this integration, inquiry recording and follow-up gets streamlined because both systems are effectively linked. This is enabled by the creation of Sage CRM Quotes and Discounts using Sage 300 Pricing. Later, when required, these Quotes can be converted to Sage 300 Order using standard Sage CRM functionality.

sage crm integration with sage 300
sage crm sage 300 erp integration

Version Compatibility for Sage CRM integration with Sage 300

For Sage CRM – Sage 300 integration users have the ability to mix and match the CRM – ERP versions according to business suitability. The Sage CRM 7.2 onwards till Sage CRM 2018 – R2 is compatible with the latest versions of Sage 300. 

Drop Enquiry for Version Compatibility

Why you should Integrate Sage CRM with Sage 300 ERP?

Key benefits of integrating Sage CRM with Sage 300 Integration using GUMU™:

  • Increased visibility: Become more customer focused by making visible the key information available across departments.
  • Eliminate duplicate data entry: Reduce duplication of data and tasks by giving employees a means of updating a single, central database.
  • Maintain control and data integrity: Make more informed business decisions by providing a better view of business and of customers.
  • Automate your business processes: Drive profitability with more productive employees and efficient business processes.
  • Easy Communication: Improve interdepartmental communications by enabling different departments to collaborate.
sage crm sage 300 integration benefits
sage crm sage 300 integration solution

How can Greytrix help in Sage CRM - Sage 300 Integration?

Greytrix is globally recognized and is one of the oldest Sage Development Partner being a one-stop destination for Sage ERP and Sage CRM Business needs. It is acknowledged and rewarded for investing productive multi-man years of experience and expertise. We bring forward our competence with complete end-to-end assistance from inception till execution for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation requirements.

Greytrix has some of the best unique integration solutions developed for Sage CRM with Sage ERPs which can be listed as Sage X3, Sage Intacct, Sage 100, Sage 500 and Sage 300. We also offer Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG across the globe. Our Sage CRM Product Suite includes addons which help in the easy functioning of your enterprise requirements, like  Greytrix Business Manager, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

For more information on GUMU™ for Sage CRM - Sage 300 ERP Order Entry Integration, write to us at sage@greytrix.com

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