GUMU™ Integration for Salesforce with Sage 300 | Greytrix

GUMU™ Integration

Salesforce with Sage 300

www.fin-xsolutions.com

GUMU™ Integration for Salesforce with Sage 300

Private & Confidential

Greytrix in a Glance 22+ years/ 2 Decades Market presence over the Globe

5

10+

6+

350+

Continents: NA, AAMEA, Europe

India & International Locations

Group Companies

Business Partners Worldwide

10+

5+

50+

20 Years/1000+

Sage ERP Software Certified Partners (Sage X3, Sage 100..)

Top Vendor High Level Partnerships (Sage, Microsoft, Salesforce..)

Greytrix Products

Installations: GUMU™ Integrations

500+

1500+

300+

100+

25+

ERP & CRM GUMU™ Migrations

Customers

Engineers & Consultants

Conferences Sponsorships

Awards (Global + Africa)

www.fin-xsolutions.com

GUMU™ Integration for Salesforce with Sage 300

Private & Confidential

Greytrix expertise in a Glance Add-ons Fixed Assets Vendor Integration Purchase Order Accounts Receivable Invoice

Professional Services Migration Customization Implementation Technical Support Onsite and Offshore Resources

Development Skillset Visual Force and Apex Java Script, jQuery, HTML and CSS SOAP Web Services Reporting Development processes with Change Set, Package and Ant tool DATA Loader www.fin-xsolutions.com

GUMU™ Integration for Salesforce with Sage 300

Add-ons GreyMatrix- Apparel Solution Document Numbering Document Attachment Purchase Approval System Auto Bank Reconciliation Bill of Lading 3 Way PO Matching

Professional Services Migration Integration (Third Party Solutions) Customization Implementation Technical Support Onsite and Offshore Resources

Development Skillset Java Bridge Integration Version Upgrades SOAP Webservices Crystal and BI Reporting Offshore Development Centre Private & Confidential

Greytrix GUMU™ Integration Specialist

Data Import

Security Matrix Easy Sync

Accounts

Products

Secured Access

Orders

Financial Apps

Customer Enquiry

Vendors

Seamless customer centric integration engine for Sage Business Application

Sage Solutions www.fin-xsolutions.com

GUMU™ Integration for Salesforce with Sage 300

Zero Training

Customer Centric Solutions

Features Private & Confidential

Benefits

Salesforce – Sage 300 Integration Framework

Salesforce.com Web Services

Entity Creation and Mapping

Customers

GUMU™ Sage Data Framework

Real Time/Schedulable, Bi-Directional**

Multi-Company

Drill Down Orders/ Invoices Quote Invoices Open /Historical

GUMU™ Salesforce Web Service API

Sage Data Framework

Promote Orders

Link/ Unlink Customers

View / Promote Customers

Security Matrix

GUMUTM Integration

Quotes / Orders

Product

Pricing

** Depends on your settings in the specific system

www.fin-xsolutions.com

GUMU™ Integration for Salesforce with Sage 300

Private & Confidential

Salesforce – Sage 300 Integration Features Customized Integration - User defined sync options - Entity creation and mapping wise synchronization

Real- time, Bi-Directional, Data Integration - Customers (Bi-Directional) - Products* - Orders - Multi-Company Integration - Customer defaults loaded on new order creation - Item prices/availability real time**

Mobility - Access integration from portable devices on the go *This entity is synched in single direction ERP Salesforce **Depends on your setting in the specific systems

www.fin-xsolutions.com

GUMU™ Integration for Salesforce with Sage 300

Secured Communication - Data security - Security Rights to allow users certain integration capabilities Private & Confidential

Benefits of Salesforce – Sage 300 Integration Business Opportunity Identify business opportunity based on real-time data

Real-Rime Business Opportunity Real-Rime

Extract client information in real-time on the go

Faster Resolution Faster resolution of queries

Faster Resolution

Data Consistency

www.fin-xsolutions.com

GUMU™ Integration for Salesforce with Sage 300

Data Consistency Increased employee productivity due to data consistency

Private & Confidential

Version Compatibility Salesforce Edition – Professional, Enterprise and Unlimited

Sage 300 Editions – Sage 300 v2012 and onwards

www.fin-xsolutions.com

GUMU™ Integration for Salesforce with Sage 300

Private & Confidential

Salesforce – Sage 300 Integration Functionalities

DEMO

GUMU™ Integration for Salesforce Sage 300 Rated

www.fin-xsolutions.com

GUMU™ Integration for Salesforce with Sage 300

Private & Confidential

Testimonials on Salesforce AppExchange

Sage300c with Salesforce Great implementation experience as well as great product to synchronize Sage300c with Salesforce. I my case AP & AR. Great knowledge of both platforms. Project was implemented in an organized and timely fashion with prompt replies / communication. I enjoyed working in conjunction with Kavita; professional, experienced and prompt.

Can handle complex integrations and outstanding support Our organization has a complex way of doing things and Greytrix did a great job listening to our needs and implementing our requirements. Their support team was outstanding and worked with us to make sure our team understood all features and how to address any issues that may arise. They were available at our time zone although they were working out of India which is at least an 8-hour difference.

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.

www.fin-xsolutions.com

Great Product works amazingly well!

If SF is your CRM and Sage Enterprise Management (formerly Sage X3) is your ERP system, you definitely need to get this affordable connector. Now our Sales (& management) team can see what our back-office staff can see, our back-office staff can get some of their daily work done instead of fielding questions from Sales team about customers and Order status.

Greytrix is a great TEAM to work with. They responded 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.

Works Great - Responsive Team This product works great, it connects Sage X3 and Salesforce. The team is responsive and comes up with great solutions. I would highly recommend this product.

GUMU™ Integration for Salesforce with Sage 300

Private & Confidential

Value Add Extensibility

Customization Customization provided by Greytrix PSG team at Special Fixed Cost/Rates

01

02

Implementation & Support

Third Party Integration Integration with Third Party Products supported as per client needs.

03

Implementation and Support Help provided directly by Greytrix at special requests.

www.fin-xsolutions.com

GUMU™ Integration for Salesforce with Sage 300

Private & Confidential

www.greytrix.com

salesforce@greytrix.com

@Greytrix

Salesforce Sage X3

@greytrix

@greytrixsage

Sage 300 Sage CRM

@Greytrix

Sage Inta cct Sage 100

Consulting

joy.dsouza@irisbusiness.com