GUMU™ Integration for Salesforce with Sage X3


Greytrix1146

Uploaded on Jun 9, 2022

Category Technology

Seamlessly connected enterprise systems ensuring real-time data visibility to make informed business decisions is the need of the hour for organizations. But, ever wondered how it is achieved? 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 and sales management between the 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, affecting employee productivity and customer experience. Greytrix’s GUMU™ integration for Salesforce with Sage X3 expands to fit new functionalities, maximizing the product utility and capabilities.

Category Technology

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GUMU™ Integration for Salesforce with Sage X3

GUMU™ Integration Salesforce with Sage X3 GUMU™ Integration for Salesforce with Sage X3 Private & Confidential www.fin-xsolutions.com Greytrix in a Glance 22+ years/ 2 5 10+ 6+ 350+ Decades Continents: NA, India & International Group Companies Business Partners Market presence AAMEA, Europe Locations Worldwide over the Globe 10+ 5+ 50+ 20 Years/1000+ Sage ERP Software Top Vendor High Greytrix Products Installations: Certified Partners Level Partnerships GUMU™ Integrations (Sage X3, Sage 100..) (Sage, Microsoft, Salesforce..) 500+ 1500+ 300+ 100+ 25+ ERP & CRM Customers Engineers & Conferences Awards (Global + GUMU™ Migrations Consultants Sponsorships Africa) GUMU™ Integration for Salesforce with Sage X3 Private & Confidential www.fin-xsolutions.com Greytrix expertise in a Glance Add-ons Add-ons Fixed Assets Catch Weight Vendor Integration Letter of Credit Purchase Order Sales Commission Accounts Receivable Invoice India Localization eCommerce (Magento) Integration Professional Services Professional Services Migration Migration Customization Integration (Third Party Solutions) Implementation Customization Technical Support Implementation Onsite and Offshore Resources Technical Support Onsite and Offshore Resources Development Skillset Development Skillset Visual Force and Apex 4GL Programming Java Script, jQuery, HTML and CSS Java Bridge Integration SOAP Web Services Version Upgrades Reporting SOAP Webservices Development processes with Crystal and BI Reporting Change Set, Package and Ant tool Offshore Development Centre DATA Loader GUMU™ Integration for Salesforce with Sage X3 Private & Confidential www.fin-xsolutions.com Greytrix GUMU™ Integration Specialist Data Import Security Matrix Easy Sync Accounts Secured Products Access Orders Financial Zero Apps Training Customer Enquiry Vendors Seamless customer centric integration engine for Sage Business Application Customer Centric Sage Solutions Features Benefits Solutions GUMU™ Integration for Salesforce with Sage X3 Private & Confidential www.fin-xsolutions.com Salesforce - Sage X3 Integration Framework GUMUTM Integration GUMU™ Salesforce Web Service API Customers View / Promote Customers GUMU™ Sage X3 Web Services Quotes / Orders GUMU™ Java Bridge Promote Orders Product Drill Down Real Time/Schedulable, Orders/ Bi-Directional** Invoices Quote Invoices Pricing Open /Historical ** Depends on your settings in the specific system GUMU™ Integration for Salesforce with Sage X3 Private & Confidential www.fin-xsolutions.com Link/ Unlink Customers Security Matrix Multi Folder Salesforce.com Web Services Multi Folder / Site / Legislation Sage Web Services (SSL Enabled) JAVA Bridge Salesforce - Sage X3 Integration Features Customized Integration Real- time, Bi-Directional, Data Integration - User defined sync options - Customers (Bi-Directional) - User defined display field options on - Products* enquiries - Orders - Multi-Company Integration - Customer defaults loaded on new order creation - Item prices/availability real time** Mobility - Access integration from portable Secured Communication devices on the go - Data security *This entity is synched in single direction ERP Salesforce - Security Rights to allow users certain integration **Depends on your setting in the specific systems capabilities GUMU™ Integration for Salesforce with Sage X3 Private & Confidential www.fin-xsolutions.com Benefits of Salesforce - Sage X3 Integration Business Opportunity Identify business opportunity based on real-time data Real-Rime Extract client information in real-time on the go Business Opportunity Real-Rime Faster Resolution Faster resolution of queries Faster Resolution Data Consistency Data Consistency Increased employee productivity due to data consistency GUMU™ Integration for Salesforce with Sage X3 Private & Confidential www.fin-xsolutions.com Version Compatibility Salesforce Edition – Professional, Enterprise and Unlimited Sage X3 Editions – ver 6.5, ver 7.0 onwards up to ver 12 GUMU™ Integration for Salesforce with Sage X3 Private & Confidential www.fin-xsolutions.com Salesforce - Sage X3 Integration Functionalities DEMO GUMU™ Integration for Salesforce – Sage X3 Rated GUMU™ Integration for Salesforce with Sage X3 Private & Confidential www.fin-xsolutions.com Testimonials on Salesforce AppExchange Sage300c with Salesforce Can handle complex integrations and outstanding Great Product works amazingly well! support Great implementation experience as well as great product to If SF is your CRM and Sage Enterprise Management (formerly synchronize Sage300c with Salesforce. I my case AP & AR. Great Our organization has a complex way of doing things and Sage X3) is your ERP system, you definitely need to get this knowledge of both platforms. Project was implemented in an Greytrix did a great job listening to our needs and affordable connector. Now our Sales (& management) team organized and timely fashion with prompt replies / implementing our requirements. Their support team was can see what our back-office staff can see, our back-office staff communication. I enjoyed working in conjunction with Kavita; outstanding and worked with us to make sure our team can get some of their daily work done instead of fielding professional, experienced and prompt. understood all features and how to address any issues that questions from Sales team about customers and Order status. may arise. They were available at our time zone although they were working out of India which is at least an 8-hour Greytrix is a great TEAM to work with. They responded difference. immediately to every question and issue that came up during our implementation. To keep the connection running smoothly, we sync our customers, items/products once a day to pick up any newly created/updated records from Sage. We have been going STRONG since we went LIVE with the product around 2 months back. Outstanding Customer Support Greytrix has been great to work with; their customer service Works Great - Responsive Team is top notch. During the integration they were easy to work with and very knowledgeable about Sage. Post integration This product works great, it connects Sage X3 and they are very responsive to any and all issues that arise and Salesforce. The team is responsive and comes up with great address them immediately. solutions. I would highly recommend this product. GUMU™ Integration for Salesforce with Sage X3 Private & Confidential www.fin-xsolutions.com Value Add Extensibility Customization Customization provided by Greytrix PSG team at Special 01 Fixed Cost/Rates Third Party Integration 02 Integration with Third Party Products supported as per client needs. Implementation & Support 03 Implementation and Support Help provided directly by Greytrix at special requests. GUMU™ Integration for Salesforce with Sage X3 Private & Confidential www.fin-xsolutions.com www.greytrix.com [email protected] @Greytrix @greytrix @greytrixsage @Greytrix Sage Salesforce Sage 300 Intacct Sage X3 Sage CRM Sage 100 Consulting [email protected]