Uploaded on Jun 9, 2022
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.
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]
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