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GUMU™ for Sage CRM Integration with Sage X3 ERP is a comprehensive business intelligence system, specially designed to satisfy all your top ERP priorities. A real-time, bi-directional integration between the business solutions enables users to access Customer, invoice, and order information from either of these two systems as well as design marketing campaigns for Customer retention.
While the potential of ERP CRM solution is tremendous, Greytrix provides you with a solution that enables you to derive maximum value from the integration. If you are a business that can benefit from the best of both the systems, Greytrix will show you the most direct path to achieving the quickest and highest possible ROI, with maximum efficiency, ease-of-use and zero complexity!
With the powerful combination of the ERP CRM systems, Customers can rest assured that each and every change made in the Customer Relationship Management software will be immediately reflected in the Enterprise Resource Planning software at the same moment. Likewise, changes made in ERP will be instantly reflected in the Customer Relationship Management software.
Stakeholders have complete flexibility to assign security rights to Customer Relationship Management software users as per their business processes. This means you have the freedom to permit or deny integration rights to specific Customer Relationship Management software users. Gain the authority to drive your solutions the way you want it through our fully integrated GUMU™ connector. Users can reflect the changes through the ERP and Sage CRM login with the stakeholders
One of the main benefits of the solution is mobility. Critical information regarding leads, user data, and orders can be accessed across multitude of devices like desktops, mobiles, and tablets to deliver superior responsiveness facilitating advanced business management.
GUMU™ connector is designed to seamlessly import customer details from both the software's, painlessly and effectively. Users are also given the option to import customer details either completely or partially through the login of the Relationship Management system.
GUMU™ Sage CRM Integration with Sage X3 eliminates manual computation of currency conversions which minimizes errors and increases accuracy. With multi-currency support, users can create orders in one system with the currency value listed in the other system.
GUMU™ Security Matrix empowers System Administrators by allowing them to set different access levels with prescribed user privileges. This allows Relationship Management software System Administrator to provide restrictive access to Enterprise Resource Planning data and define better business processes.
With an integrated system, Relationship Management Admin can map Enterprise Resource Planning Salesperson with CRM software users. The information is used to set Salesperson on the Sales Order that will be promoted to the ERP. This feature eliminates the selection of Salesperson on Order Entry for easy & proper commission calculation on the ERP end.
GUMU™ enables organizations to view customer details, invoices and orders that have been generated in Relationship Management software. This provides customer-facing personnel easy access to the customer data required to effectively cross-sell and up-sell the prospects and also provide enhanced customer service.
Customer Relationship Management Admin controls the system and configures Promote Order rights to the users. This ensures security for users of CRM solution to promote orders in both the systems. The seamless product combination also allows superior order visibility of information on promoted Orders to make more informed business decisions and better customer service.
Important sales and service information can be viewed on user-friendly tabs of Relationship Management Software for particular customer. This provides decision makers with superior visibility into key business metrics and enables sales and service teams to proactively cross-sell and up-sell more effectively. Also, you can create our own ERP data tabs using GUMU™ Customizer. Additionally, you can promote orders and quotes from the front end departments to the back end ERP software and can update promoted orders as well.
For Sage CRM integration with Sage ERP X3 users have the ability to mix and match the versions according to business suitability. The Sage CRM 7.2 onwards till Sage CRM v2020 R1 is compatible with the latest versions of the ERP.
Drop Enquiry for Version Compatibility
Key benefits of integrating Sage CRM with ERP using GUMU™ connector are:
Greytrix is globally recognized and is one of the oldest Sage Development Partner being a one-stop destination for ERP - 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 solutions developed for CRM software with ERPs which can be listed as Sage X3, Sage Intacct, Sage 100, Sage 500 and Sage 300. We also offer ERP and CRM customization and development services to Business Partners, End Users and PSG across the globe. Our CRM Product Suite includes addons which help in the easy functioning of your enterprise requirements, like Greytrix Business Manager, Gmail Integration, Mobile Service Signature and CTI Framework.
Greytrix is a recognized Sage Integrations Partner for GUMU™ ERP X3 CRM integration in Sage also listed on Sage Marketplace.
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