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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.
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.
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.
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.
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.
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.
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 GUMU™ integrated Salesforce - Sage X3.
GUMU™ for Salesforce - Sage X3 Integration addresses the following benefits
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