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GUMU™ for Salesforce - Sage X3 Integration

Seamlessly connected enterprise systems ensuring real-time data visibility to make informed business decisions is the need of the hour for organizations. Ever wondered how is it achieve? The answer resides in approaching an integrated enterprise system. Greytrix offers GUMU™ - a data integration framework that facilitates seamless connected ERP - CRM business systems. Organizations use Salesforce for contact management and sales management between company and customers. Sage X3 is the ERP system with built-in functionality to manage key business processes from purchasing, manufacturing, inventory, and customer service. However, siloed business systems result in inefficiencies. Manual data entry leads to data duplication in turn affecting employee productivity and customer experience. Greytrix GUMU™ integration for Salesforce with Sage ERP expands opportunities for new functionalities, maximizing the product utility and capabilities.

Integrate Sage and Salesforce with Greytrix GUMU™ Connector

5-Star rated GUMU™ Integration for Salesforce – Sage ERP on Salesforce AppExchange

Available Salesforce Sage Integrations

Sage X3 Integration
Sage 300 Integration
Sage 100 Integration

Opportunities multiply as they are seized. Seize yours now! Contact Us

What are the Features of Salesforce Integration for Sage X3?

Real – Time, Bi-directional Information View

Real-time data access is not a choice but a necessity for running a successful business. Greytrix GUMU™ connector for Salesforce with Sage X3 ensures real-time and bi-directional access to key customer information. This includes Quotes, Sales Orders, Shipments, Invoices, Credit Notes and Payment Receipts on user-friendly Salesforce tabs for any particular Account / Customer.

salesforce sage realtime integration
gumu salesforce integration security

Maintain confidentiality, control with GUMU™ Security Matrix

Data stored in Salesforce CRM or Sage X3 is of critical nature depending on your business. Greytrix GUMU™ integration for Salesforce with Sage X3 allows businesses to have secured and better control of data that is managed across the organization. The Security Matrix of GUMU™ integration allows system administrators to assign access rights to users for different GUMU™ features. These include ERP Administration, Promote Customers, Promote Sales Orders and update real-time customer details.

Easy Sync of Sage X3 Entity into Salesforce object field

One of the imperative features of GUMU™ integration is syncing certain entities of both the business systems – Salesforce and Sage X3. Using this screen of entity synchronization, businesses can add an additional field of Sage X3 entity and map it with Salesforce object field. This results in automatic data transfer between the mapped Sage X3 field and Salesforce object field during the import data process.  The integration also supports mapping standard as well as custom Salesforce fields.

salesforce sage x3 integration Authorization
salesforce sage erp integration

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 feature of GUMU™ Integration for Salesforce – Sage X3.  This allows the sales team to promote Customers and Sales Orders from Salesforce to Sage X3, thereby reducing time and efforts of data entry into Sage X3.   

Reduce Data Duplication by Linking Customers

Linking customers is a key feature to link Salesforce Accounts with Sage X3 customers. Businesses can import new customers from Sage X3 to Salesforce. In order to avoid data duplication, for an already existing customer, GUMU™ integration allows linking existing customer before bringing the customer from Sage X3 to Salesforce.

Cloud Access to ERP Data

salesforce and sage x3 sync

Cloud Access to ERP Data

Salesforce and Sage X3 both available on the cloud makes it easier to access data anytime, anywhere can view product updates, pricing changes, customer transactional updates with Salesforce Sage Integration.

Standard Salesforce Opportunity

Salesforce Standard Opportunity provides features such as:

  • Create associated Opportunity along with Quote items and
  • 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
salesforce sage integration opportunity
salesforce sage integration

Handling Data During Promotion

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

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.

salesforce sage x3 integration
salesforce integration sage erp

What are available versions for Salesforce – Sage X3 Integration?

Experience the power of unique connectivity of Salesforce connector for your Sage X3 systems with the current versions. The compatible versions are Salesforce Edition – Professional, Enterprise and Unlimited with Sage X3 editions version 6.5, version 7.0 onwards up to version 12.

GUMU™ Integration with Salesforce Lightning Components

The GUMU™ data exchange framework is operational for Salesforce Lightning Components framework delivering all the important integration features and components made accessible through the Salesforce1 mobile app. The framework consists of a cohesive integrated information system that fends decision making easier and efficient with trusted data sources. Salesforce.com application users can access the components via the navigation menu wherein you can customize the Lightning experience. Users can also publish the required components and share them with other users.

gumu salesforce integration
  need of salesforce integration  

What is the need to integrate Salesforce with Sage X3?

GUMU™ for Salesforce - Sage X3 integration has the following benefits:

  • Real - time data provides Management the opportunity to make accurate and informed business decisions to identify opportunities within the crucial time frame.
  • Sales executives can derive real-time and important client information on-the-go which can help in no lead loss.
  • Enhanced client experience due to quick resolution of issues and personalized responses.
  • Increased workforce productivity due to consistent data delivery and reduced manual efforts.
  • Enhanced reporting and user-friendly dashboards based on Sales information from ERP
Try Salesforce CRM Integration for Sage ERP today with features so compelling that provides your organization with a chance to test and evaluate the integration benefits for a true ROI assessment.

How can Greytrix help in Salesforce and Sage X3 integration?

Greytrix is one of the oldest as a Salesforce Product development partner since 21+ years, offering a wide variety of integration products, services, and customizations to end users and Partners. Our expertise lies in Consultation, Configuration, Training, and support services with out-of-the-box functionality. We also provide customizations to incorporate custom business logic rules and functionalities that requires apex code incorporation into the Salesforce.com platform. Some of the unique solutions for Cloud CRM by Greytrix include, like Salesforce integration with Sage X3, Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). We are also known for 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™ integration for Sage X3/ Sage ERP with Salesforce is a 5-star listed app on Salesforce AppExchange.

saleforce and sage x3 integration
For more information on GUMU™ Integration for Salesforce with Sage X3, write to us at salesforce@greytrix.com

Testimonials

William Blanco


Awesome Integration Software


This 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.This 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!

Mike Quill, Salesforce Administrator


Great Sage Integration Solution


The best thing I can say about our Sage 300 integration with GUMU is that I don't think about it anymore. Everything is working perfectly. Our Salesforce setup and Sage process are a little bit outside of standard practices but Greytrix was able to make it work with how we work.The best thing I can say about our Sage 300 integration with GUMU is that I don't think about it anymore. Everything is working perfectly. Our Salesforce setup and Sage process are a little bit outside of standard practices but Greytrix was able to make it work with how we work. Customer service was great. Questions were answered quickly and when a more in depth discussion was called for, they were ready to jump on a call.

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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