- Your Trusted Salesforce Partner
Our Salesforce Implementation Partner for Sales, Service & Integration
Build loyal customer relationships, generate high-quality leads, and close more deals with AI-powered Salesforce
solutions delivered by a trusted partner.
- Salesforce Partner since 2014
- Available on AppExchange
- Your Trusted Salesforce Partner
Our Salesforce Implementation Partner for Sales, Service & Integration
Build loyal customer relationships, generate high-quality leads, and close more deals with AI-powered Salesforce
solutions delivered by a trusted partner.
- Salesforce Partner since 2014
- Available on AppExchange
- Your Trusted Salesforce Partner
Our Salesforce Implementation Partner for Sales, Service & Integration
- Salesforce Partner since 2014
- Available on AppExchange
What Makes Salesforce the AI-Powered CRM
For Smarter Business Integration
Salesforce is a leading AI-powered CRM that helps businesses build stronger customer relationships, generate high-quality leads, and close more deals. With AI-driven insights, predictive analytics, and process automation, Salesforce helps teams improve sales performance and gain real-time visibility into data.
Make smarter decisions across your sales, service, and marketing teams. From Salesforce implementation, migration, development, integration, and Salesforce customization services to ongoing support, we provide everything you need to get the most from your Salesforce platform.
OUR GLOBAL FOOTPRINT
Always Deliver More Than Expected
Projects
Successful Implementations
Happy Customers
5-Star Reviews on AppExchange
Years of Salesforce Experience
SALESFORCE PRODUCTS
Have a Look at What Salesforce Products Can Do for You
Sales Cloud
Boost sales team productivity with Salesforce Sales Cloud implementation and consulting pipeline visibility, lead scoring, and AI-powered forecasting built for scale.
Service Cloud
Deliver faster, smarter customer support with Salesforce Service Cloud integration case automation, omnichannel routing, and AI agent assistance for support teams.
Salesforce Experience
Build branded self-service portals and customer communities with Salesforce Experience Cloud development tailored digital experiences for partners and clients.
Marketing Cloud
Run personalized, data-driven campaigns with Salesforce Marketing Cloud implementation audience segmentation, journey automation, and real-time engagement tracking.
Salesforce CPQ
Simplify quote-to-cash with Salesforce CPQ consulting and setup accurate pricing, faster approvals, and shorter sales cycles from quote to contract.
Salesforce Platform
Extend Customer 360 with custom Salesforce Platform development low-code apps, workflow automation, and AI agents built on your existing data model.
Salesforce Commerce
Scale your online store with Salesforce Commerce Cloud integration unified inventory, personalized storefronts, and seamless order management across channels.
Financial Service Cloud
Strengthen client relationships with Salesforce Financial Services Cloud implementation household views, compliance-ready workflows, and advisor productivity tools.
Einstein Analytics
Turn CRM data into decisions with Salesforce Einstein Analytics (Tableau CRM) predictive dashboards, AI-driven insights, and real-time performance visibility.
Expand your Salesforce Scope with Third-Party Apps
My CRM Manager represents Greytrix for local support in North America, providing demonstrations, pricing, project management, and training activities focused on GUMU™ Salesforce and Sage CRM integration solutions.
NATIVE INTEGRATION
GUMU™ for Salesforce Integration
GUMU™ is Greytrix’s native Salesforce integration connector, built to sync Salesforce with Sage Intacct, Sage X3, Acumatica, other ERPS, eCommerce and business platforms in real time. Built directly on Force.com and enhanced with Lightning Web Components (LWC), GUMU™ delivers real-time, bi-directional data sync between your CRM and ERP — no middleware, no manual data entry, no delays between systems.
Unlike third-party middleware integrations, GUMU™ doesn’t store your data during synchronization — records move directly between Salesforce and your ERP, keeping every data exchange secure and audit-ready. It’s the same native Salesforce-ERP integration architecture trusted by 5,000+ businesses across 50+ countries for connecting sales, finance, and operations data without a rebuild.
Drive Sales Excellence with Salesforce
ABOUT GREYTRIX
Your Trusted Salesforce Partner
Every business runs Salesforce differently — so we don’t offer one-size-fits-all implementation. Our team delivers integration, customization, workflow automation, and ongoing support built around your specific goals, backed by a strategic roadmap for every stage of your journey — from onboarding through long-term optimization.
Greytrix supports every stage of your implementation journey.We deliver intelligent Salesforce AI solutions, along with one-on-one training and end-to-end support to help your business grow. We also help businesses use tools like Agentforce to build AI service agents, strengthen Salesforce account planning, improve customer engagement, and boost productivity.
Maximize Profit Margins
Seamless Integration
Strategic Roadmap
Holistic Insight
Trusted Alliance
End-to-End Support
OUR CUSTOMERS
Trusted by Industry Leaders
Over 5,000 businesses across 50+ countries rely on Greytrix for their ERP and CRM integration needs.
CASE STUDY
Success Stories That Inspires
GOT QUESTIONS
Frequently Asked Questions
Agentic AI refers to AI systems that can understand requests, make decisions, and perform tasks with minimal human intervention. In Salesforce, Agentforce uses agentic AI to automate customer service, sales, and business workflows while working with your business data and processes.
If you're evaluating Salesforce Agentforce pricing, experts at Greytrix can help you choose the right licensing, implementation, and integration approach based on your business needs.
Benefits of Salesforce Service Cloud include faster customer support, personalized service, improved agent productivity, and a unified view of customer interactions. Key Salesforce Service Cloud features such as case management, knowledge management, workflow automation, omnichannel support, and AI-powered insights help businesses deliver consistent customer experiences.
Greytrix helps organizations implement, customize, and integrate Salesforce Service Cloud to maximize your Salesforce benefits and achieve long-term business value.
Salesforce Professional Services provides implementation and advisory services directly from Salesforce. Certified partners like Greytrix offer implementation, customization, integration, training, and long-term support tailored to your business processes. As one of the trusted Salesforce partners in USA and globally, Greytrix combines Salesforce expertise with industry knowledge to help businesses maximize the value of their Salesforce investment.
Yes, Salesforce is suitable for small businesses. Salesforce offers flexible CRM solutions that can scale with your business, making it suitable for startups, small businesses, and growing enterprises. Businesses can start with the features they need and expand as their sales, service, and operations evolve. As a trusted Salesforce Partner for more than 10 years, Greytrix helps small businesses select the right Salesforce solution, implement it efficiently, and tailor it to support their growth and long-term business goals.
Salesforce pricing depends on your company's requirements, including the products you choose, the number of users, licensing, AI capabilities, integrations, and customization needs. For example, Salesforce Service Cloud pricing, Salesforce Data Cloud pricing, and Salesforce Agentforce pricing vary based on your setup and business goals. Greytrix helps you evaluate the right Salesforce solution, estimate implementation costs, and choose a deployment approach that fits your budget and growth plans.
TESTIMONIALS
What Our Clients Say About Us
Real feedback from businesses we’ve helped transform.
They’ve helped us, as we’ve acquired new entities, load some pretty complex historical data sets from various different charts of accounts and helped us get them loaded into Sage Intacct. So we have the full historical data of every single operating company that we’ve acquired. Greytrix is very detail oriented, very diligent, and we’ve had a great time working with them. They’ve helped us load in the historical data of nine different entities that we’ve acquired over the last year, and we’re looking forward to working with them in the future as we acquire more entities and build our platform. I would definitely recommend working with Greytrix to help anybody who is just getting started on Sage Intacct, especially anybody who has significant amounts of data that will need to be incorporated into their Sage Intacct environment. Greytrix is a great partner, and they would be very capable of helping you out with that sort of task.
John Doe
Finance Integration Manager at Seacoast
I have had the pleasure of a nearly 15-year relationship with Greytrix. Before entering the Acumatica space, I spent many years as a consultant and practice owner in the Sage 300 ERP and Sage CRM ecosystems. During that time, I collaborated extensively with Greytrix on projects ranging from small reporting requests to large-scale, fully custom solutions. Throughout our work together, I found the Greytrix team to be consistently attentive, eager, and willing to collaborate at every stage. Over the years, I built strong relationships with their developers, team leads, and several of their executives. When I launched my Acumatica practice, one of my long-time contacts at Greytrix reached out to share that they were starting a cloud ERP practice as well, offering services similar to their work with legacy ERP systems. Given our history, I was thrilled to learn this. As we were both new to Acumatica, it took some time to establish the same rhythm we had developed with the Sage applications.
Today, several years into our Acumatica collaboration, I’m happy to say that the Greytrix Acumatica team has become an invaluable extension of our own. We rely on them for a high volume of enhancements and customizations each month and are consistently pleased with their results. We greatly value this partnership and look forward to growing and strengthening it in the years to come.
David Gelula
Managing Principal Revive ERP
I just want to take a minute to thank you for the amazing service you have given us over the last year. Your organization is quick to understand requirements, deliver quickly, and most importantly, get it right every time with minimal communications. It is a real comfort to have you ready to help at any time, every partner should have you on retainer.
Johnny Pabian
CEO, Pabian Partners
Heidi Araiza
Customer Service Manager, Danica
Carol Lowe
Salesforce Administrator, Servest (PTY) Ltd
Kyle Ivy
Digital Accessibility Account Manager & Salesforce Admin, NewView Oklahoma
Ken McRory
General Manager, Vortex Canada
Steve Honick
Technology Executive, CCT Tapes
Joseph Madrazo
Solution Engineer, NPC Global
Jamie Burdett
Sales Support / Salesforce , Administrator, SAM Medical
GUMU is a fantastic, cost-effective product and the dedicated and hardworking Greytrix team were responsive to every question asked, addressed each issue we encountered, and continued to help us reach the goal line. Greytrix/GUMU was recommended to us by the professionals who monitor our ERP system (Sage 100). We had a somewhat challenging integration, due to the quirks of our existing system and the fact that our business model does not fit Salesforce’s out-of-the-box functionality. Because our Implementation Partner continued to help build/refine Visualforce components and many custom objects in our Org at the same time, there were a lot of moving pieces (and a few missteps along the way, as often happens) while we learned.
Christin Landis Fraser
Consumer Engagement Manager, Milton's Craft Bakers
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.
Mike Quill
Salesforce Administrator, Academic Innovations
The Greytrix team behind the GUMU integration is very professional. They’re on call almost 24/7. It took us a long time to get started and they were patient throughout the whole process, answering our every question with expertise. The product itself is pretty straight forward, easy for an admin to understand and maintain. On top of that, their team is composed of talented SalesForce and Sage experts, who know exactly what they’re talking about.
Alex Trinh
Global Vision
We wholeheartedly endorse Greytrix for their comprehensive Sage Intacct implementation services. Their solution is meticulously customized to align perfectly with our business requirements. They trained our team and assisted them in acclimating to the robust accounting and finance system. We are extremely pleased with their services and confidently recommend them to anyone seeking top-tier Sage Intacct services.
Jay Meierdiercks
VP Operations, Halco Energy
Like any other implementation we had our set of challenges with data migration and reporting. We worked with the Greytrix team who helped and provided us with workaround solutions. We are thankful to the Greytrix Team for the support they extended to ensure successful implementation.
Ram Kumar Hariharan
Finance Director, Good Methods Global Inc (DBA: Care Stack)
CONTACT US
Lets Talk About Your Business Needs
Have questions or need ERP Or CRM Solution? Our Experts are here to help you find the right fit for your business
25+ Years of Expertise
Delivering innovating ERP, CRM and integration solutions worldwide
Trusted by Global Businesses
Helping companies streamline operations and drives growth.
We're Here to Help
Our team responds within 24 hours to all inquiries.
End-to-End Partnership
From consultation and implementation to ongoing post-go-live support.
Dedicated Customer Success
Committed to helping you achieve measurable business outcomes.
For Integrating Marketing, Sales & Service Seamlessly with Salesforce
For Integrating Marketing, Sales & Service Seamlessly with Salesforce
Getting to Know Salesforce
Salesforce is a leading AI-powered CRM that helps you build loyal customer relationships, generate high-quality leads, and close more deals by leveraging powerful Salesforce features designed for modern businesses. With AI-driven insights, predictive analytics, and process automation, you can strengthen your sales pipeline, gain real-time data visibility, keep your teams on the same page, make smarter decisions and unlock measurable Salesforce benefits across sales, service, and marketing operations.
From Salesforce implementation, migration, and development to integration and support, we have everything you need to empower your Salesforce platform. As a trusted Salesforce Partner, we deliver intelligent Salesforce AI solutions powered by GUMU™, along with one-on-one training and end-to-end support, and more to help your business thrive.
We also help businesses leverage tools like Agentforce to build their own AI service agent to drive customer success, enable structured Salesforce account planning, elevate customer engagement, and improve productivity.
Projects
Successful Implementation
* GUMU™, Salesforce, Third-Party Apps
Happy Customers
5-Star Unique Reviews on AppExchange
Years of Salesforce Experience
* GUMU™, Salesforce, Third-Party Apps
Have a Look at What Salesforce Products Can Do for You
- Sales reps can save more time.
- Keep up with real-time insights.
- Crack more valuable deals.
- Close issues faster
- Be always on toes with multiple channels.
- Automate your workflows AI assistance.
- Customize apps for your business.
- Build personalized portals.
- Design mobile apps.
- Create data-driven campaigns.
- Attract & Nurture Leads.
- Boost your marketing performance.
- Personalized Outreach.
- Easy Lead Management.
- Comprehensive ROI Analysis.
- Accurate Pricing Calculations.
- Timely Quote Generation.
- Fastrack Approval Process.
- A single platform for all apps.
- Empower employees with instant data.
- Enhance customer experiences.
- Ready-to-use digital storefront templates.
- Automate and streamline operations.
- Deliver seamless customer experiences.
- Run connected, secure processes .
- Collaborate in real time .
- Access a single, secured platform.
- Stay ahead of your competitors.
- Automate your daily activities.
- Meaning Reporting.
- Pre-built connectors for faster deployment .
- Robust security and compliance .
- AI-driven data integration.
- Faster, smarter insights .
- High-quality, accurate leads.
- Predict and anticipate customer needs.
Have a Look at What Salesforce Products Can Do for You
Sales Cloud
- Sales reps can save more time.
- Keep up with real-time insights.
- Crack more valuable deals.
Service Cloud
 
- Close issues faster
- Be always on toes with multiple channels.
- Automate your workflows AI assistance.
Marketing Cloud
- Create data-driven campaigns.
- Attract & Nurture Leads.
- Boost your marketing performance.
Community Cloud
 
- Exceptional Customer Service.
- Long-Lasting Service Experience.
- Foster Brand Loyalty.
Analytics Cloud
 
- Track trends with real-time analytics.
- Generate Custom Reports.
- Integrate diverse data sources.
Einstein Analytics
- Stay ahead of your competitors.
- Automate your daily activities.
- Meaning Reporting.
Salesforce CPQ
 
- Accurate Pricing Calculations.
- Timely Quote Generation.
- Fastrack Approval Process.
Salesforce Pardot
 
- Personalized Outreach.
- Easy Lead Management.
- Comprehensive ROI Analysis.
Expand your Salesforce Scope with Third-Party Apps
My CRM Manager represents Greytrix for local support in North America, providing demonstrations, pricing, project management, and training activities focused on GUMU™ Salesforce and Sage CRM integration solutions.
My CRM Manager
Our US Local Support
My CRM Manager
Our US Local Support
My CRM Manager represents Greytrix in North America, providing demonstrations, pricing, project management, and training activities focused on the GUMU™ Salesforce integration solutions.
My CRM Manager
Our US Local Support
My CRM Manager represents Greytrix in North America, providing demonstrations, pricing, project management, and training activities focused on the GUMU™ Salesforce integration solutions.
Tailored Services to Meet Your Every Need
GUMU™ for Salesforce Integration
GUMU™ is an Integration Solution that enables seamless connectivity between various business applications and platforms. GUMU™’s exclusive advantage is that its securely built-in on force.com (upgraded to LWC and the latest technology), so that you have more personalized, engaging, and, impactful CRM experience. The must-known fact about our defacto integrator is that it doesn’t stores your data during data sync giving you secure data integration every time.
Drive Sales Excellence with Salesforce
About Greytrix
We understand that every project is different, and so are its concerns and solutions. Hence, we don’t leave hanging by just configuring or implementing Salesforce. Instead, we go beyond it by partnering with you to deliver long-term Salesforce benefits aligned with your business goals. As your Salesforce Partner, we create a strategic roadmap and scalable solutions that cover all your business-specific needs.
Whatever help you need with seamless integration, workflow automation, data management, or anything else, we’re here to assist you from start to end. We have a skilled expert team to resolve your smallest to largest queries and enhance system performance on a timely basis. Since you join hands with us, we ensure smooth onboarding and timely deployment.
Let’s automate together!
What are your perks with us?
Maximize Profit Margins
Seamless Integration
Strategic Roadmap
Holistic Insight
Trusted Alliance
End-to-End Support
Case Study
Frequently Asked Questions
Salesforce CRM helps you sell smarter by giving you a 360° view of your customers and prospects. With lead tracking, opportunity management, AI-driven insights, and automated workflows, you can prioritize the right deals, personalize your outreach, and close sales faster.
Salesforce connects with a wide range of applications and integrated systems via the AppExchange and APIs. Popular integrations include ERP solutions (Sage X3, Sage Intacct, Sage 100, Sage 300, Sage 50US, and Acumatica), eCommerce platforms (Shopify, Magento, etc.), and other third-party apps. With Greytrix’s expertise, you can integrate Salesforce seamlessly with your existing business systems.
Salesforce Lightning is a modern, faster, and more intuitive user interface designed to boost productivity. It offers customizable dashboards, drag-and-drop components, AI-powered recommendations, and mobile-ready features — making it easier for sales teams to work efficiently and focus on closing deals rather than navigating complex menus.
Yes! Salesforce CRM not only helps you manage leads but also helps you find new ones. With built-in lead capture tools, social media integrations, and AI-driven lead scoring, you can identify high-potential prospects faster. Combined with marketing automation and partner networks, Salesforce ensures your pipeline stays full of quality opportunities.
Our Customers
Contact Us
Testimonials
When I launched my Acumatica practice, one of my long-time contacts at Greytrix reached out to share that they were starting a cloud ERP practice as well, offering services similar to their work with legacy ERP systems. Given our history, I was thrilled to learn this. As we were both new to Acumatica, it took some time to establish the same rhythm we had developed with the Sage applications.
Today, several years into our Acumatica collaboration, I’m happy to say that the Greytrix Acumatica team has become an invaluable extension of our own. We rely on them for a high volume of enhancements and customizations each month and are consistently pleased with their results. We greatly value this partnership and look forward to growing and strengthening it in the years to come.
& Salesforce Admin, NewView Oklahoma
Administrator, SAM Medical
Milton's Craft Bakers
