GUMU™ connector for Salesforce with Sage X3 ERP is a real-time bi-directional integration solution that allows you to integrate your Salesforce & Sage X3 ERP. On the successful integration of Salesforce – Sage X3 ERP using the GUMU™ connector, all the information of entity fields that you integrate will flow in real-time. This includes Customer financials, Invoices, Historical Sales Orders, Quotes and Shipments. After successful installation of the package in the organization and importing Customers from Sage X3 ERP to Salesforce, follow the steps cited below to view real-time ERP details.
-> Open an Account in Salesforce which is imported from Sage X3. An imported Customer will have a Customer number field which is a link to view the details of the Customer.
-> Click on ERP Details button/ Customer No. link.
Account Details
Clicking on the ERP Details button/ Customer No. link will navigate your screen to a page displaying the real-time ERP details of the Customer.
ERP Details Page
By default, the page displayed is the Customer details. The screen also provides you with various tabs for viewing additional details for Quote, Orders and Invoices.
ERP Details tab
BP Inquiry: Displays real-time details of the BP Invoices created for the Customer.
Sales Order: Displays real-time details of the Sales order created for the corresponding Customer along with its line items.
Quote Inquiry: Displays real-time details of Quotes created for the Customer.
Shipment: Displays real-time details of the deliveries made for the Customer.
You can click on the corresponding tab to view the relevant ERP details.
In this Live Demo, you will witness our GUMU™ connector simplifying your business processes from front office to back office for your Salesforce – Sage X3 systems. Bring out the best of the two business management systems and offer better customer relationships propelling your enterprises to the next level.
GUMU™ connector not just seamlessly integrates the two revolutionary systems Salesforce and Sage X3 but offers a wide range of features and functionalities that benefit your business investments.
About Us
Greytrix as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offers Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce integration with Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.
Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star app listed on Salesforce AppExchange.
For more information, please contact us at salesforce@greytrix.com. We will be glad to assist you.
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