ERP integration with Salesforce | Greytrix

Greytrix provides Sage ERP integration with Salesforce systems, offering a best-of-breed solution to elevate customer interaction. This Salesforce-Sage integration delivers actionable customer data, liberating your team from office constraints. Experience effortless business automation, seamless data access, clear insights, and freedom from tedious tasks with Salesforce-Sage Integration wherever your employees go!

Salesforce-Sage ERP integration, powered by GUMU?, empowers sales reps to close more deals with instant customer query resolution and on-the-go prospect support. Accessible on multiple devices like mobiles or tablets, this integration ensures flexibility. By seamlessly integrating Salesforce with Sage ERP, users can gain actionable customer data and high data visibility, maximizing employee efficiency.

Here are the Features of Salesforce CRM integration for Sage ERP

1. Bi-directional Data Visibility

In the business landscape, data holds immense importance. To stay ahead, having real-time, two-way information is key for quick and accurate decision-making. The integration between Sage and Salesforce ensures bi-directional updates on customers' orders, invoice status, and customer details, providing the necessary insights for informed decision-making.

The irresistible features of GUMU? integration which is also available on Salesforce AppExchange offers your business an opportunity to unlock integration benefits and evaluate ROI with confidence. With its full bi-directional integration, Sage ERP accounting software is able to promote customer and order data from Salesforce.

2. Entity Sync between ERP - CRM

The entity sync feature empowers businesses to map and import any custom or standard Sage ERP, such as Sage X3, into Salesforce objects. This integration can be utilized to conduct analyses using Wave Analytics, dashboard reporting, and visual charts for more comprehensive insights.

You can reformat, filter, or restructure an existing entity and use it for a specific purpose by cloning it. The entity sync schedules can be customized, and it is also possible to handle multiple entity syncs with background processes. Log tracking functionality provides you with a complete progress log track of Customers or stakeholders.

3. Promote Entities

In businesses, inquiries are converted into leads and then to accounts where they perform a transaction. Sales Reps can promote an already existing Account in Salesforce as a Vendor in ERP with the GUMU? lightning interface version. Hence, sales teams gain the ability to escalate Customers, Sales Orders, and Accounts from CRM to ERP, reducing the time and effort of data entry into Sage ERP systems.

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