Salesforce is the #1 Cloud CRM solution with the core modules like customer service, marketing automation, analytics, and application development services. While on the other hand, Sage ERP manages business processes such as accounting, procurement, project management, risk management, compliance and supply chain operations. An integrated ERP – CRM system provides control and organisation of the complete sales and manufacturing process empowering the sales and service staff with manufacturing details such as inventory levels, estimated costs, approximate time for delivery, customer preferences and previous interactions. Greytrix with two decades of experience in ERP and CRM integration offers its 5 stars rated Salesforce – Sage ERP (Sage X3, Sage 100, Sage 300) integration on Salesforce Appexchange leveraging businesses with bi-directional data visibility of Customer orders, invoice status and customer information.
What’s new in Greytrix GUMU™ integration for Salesforce and Sage ERP?
The Salesforce integration with Sage X3, Sage 100, Sage 300 assists enterprises with compelling features which improve the integrity of data within the organization, simplify operations and enhance reporting. Greytrix has developed advancements to the integration introducing better control over sales and service departments of industries like:
GUMU™ integration provides the functionality of promoting or updating Customers, Sales Orders from Salesforce to Sage ERP with a single click. The ERP specific required information such as the Default Shipping Address, Salesperson, Tax code fields and Customer Specific Pricing are auto-populated in real-time to Salesforce in order to give the Sales representative the liberty to worry-free data entry to ERP directly.
Don't forget to check out: Low-Code Salesforce REST API Integration - All You Need to Know
Standard Salesforce Opportunity
GUMU™ provides users to take complete advantage of Standard functionality in Salesforce of creating Opportunities along with Quote items and converting to Sales Order. GUMU™ extends the functionality and allows users to promote the Quote to ERP. And when the same is converted to order the respective quote record in ERP will be converted to Order automatically.
To improve the overall user experience in GUMU™ integration, a “Salesforce – ERP Data Preview” feature is available. This feature provides users with the ability to preview & validate the ERP data prior to it being imported in Salesforce CRM which further minimizes data error.
Real-time Product Inquiry
Allow users to gain access to real-time Information of products when a Sales Rep creates, adds or updates products to its Sales Orders in Salesforce using GUMU™ connector. This results in enhanced decision-making functionality for stakeholders to eliminate duplication and identify areas of opportunity.
Check out another amazing blog by Greytrix here: How to import data from Sage ERP to Salesforce - Part 1
GUMU™ for Sage and Salesforce integration allows users a key feature using the lightning interface to promote an Account in Salesforce as a Prospect to Sage X3 ERP simplifying enterprise operations.
Greytrix is one of the oldest and the largest Salesforce development and integration Partner for 21+ years, offering numerous integration products, services and customizations to end-users and Partners with out-of-the-box functionality. We also provide customizations to incorporate custom business logic rules and functionalities that require apex code incorporation into the Salesforce.com platform. Some of the unique solutions for Cloud CRM by Greytrix include Salesforce integration with Sage X3, Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). Greytrix is well 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.
Do the cloud ERP solution and Salesforce integration fuel your interest? Are you thinking about integrating your Salesforce CRM and Sage ERP solution, but have some doubts or concerns, then join hands with Salesforce CRM integration experts!