GUMU™ for Sage CRM - Sage Enterprise Management Integration brings together your enterprise data. GUMU™ for #SageCRM - #SageX3 Integration is a comprehensive business intelligence system, specially designed to satisfy all your top ERP priorities. Know more about our Sage CRM Integration with Sage X3, check our product page: https://goo.gl/LzFI3k BENEFITS - Management makes informed decisions, identify business opportunities based on real-time data and reporting tools - Enhanced end client experience due to faster resolution of queries and personalized responses - Increased employee productivity due to data consistency and no effort duplication - Enhanced agility to act on new information quickly - Maximize ROI - Synchronize Information - Complete Suite Integration HIGHLIGHTING FEATURES • Real-Time Customer Sync • Sales Order Sync • Real-Time Customer Inquiry Information • Quote Correct Prices on real-time basis • Access from portable devices • Authorization Control • Import Customers from ERP to CRM and link unlink them • Product Synchronization GUMU™ Integration on Sage Marketplace - https://www.sage.com/marketplace/asb_ListingDetail?listingId=a1h24000007PC3aAAG

1. GUMU™ for Sage CRM with Sage Enterprise Management (Sage
X3) Integration
For Quick, Accurate and Secured Integration
@greytrix
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Greytrix in a Glance
20 350+ 3 TOP 50+ 500+
200+ 15+ 5000+ 15+ Sage
Years in Business with Sage Business Partners
Worldwide
Global Sage Development
Partner Worldwide
IP Products Large and Medium
Enterprise Customers in
India
Sage Developers and
Consultants
Countries representation Blogs with 500K hits Sage Solutions
Representation
Distributor in India

3. Content
1 Corporate Profile
2 Introduction of GUMUTM
Setting up GUMUTM Integration3
4 GUMUTM Integration Features
5 Live Demo
Content
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Greytrix expertise in a GlanceSageEnterprise
Management
 4GL Programming
 Java Bridge Integration
 Version Upgrades
 SOAP Webservices
 Crystal and BI Reporting
 Offshore Development Center
 Migration
 Integration (Third Party Solutions)
 Customization
 Implementation
 Technical Support
 Onsite and Offshore Resources
 Catch Weight
 Letter of Credit
 India Localization
 eCommerce (Magento)
Integration
Development Skillset Professional Services
SageCRM
Add-ons
 Migration
 Integration (Third Party Solutions)
 Customization
 Implementation
 Technical Support
 Onsite and Offshore Resources
 Business Manager
 Gmail Integration
 CTI Framework
 Mobile Service Signature
 Field Service Management
 15+ Other Sage CRM Add-ons
 Web services
 JQuery & JavaScript
 .NET API
 Crystal Reporting

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@greytrix
Power of GUMU™
Seamless Customer Centric Integration Engine for Sage Business Applications
Features
Accounts
Customer
Inquiry
Products
Orders
Security
Matrix
Vendors
Data
Import
Benefits
Easy
Sync
Zero
Training
Secured
Access
Customer Centric
Solution
sage CRM
Magento
salesforce
Enterprise Management Solution
sage
Enterprise
Management
sage 500
sage 300
sage 100
sage Intacct
Financial
Apps
QuickBooks GUMU™
Real-time, Bi-directional
Data Integration

6. • Sage CRM 7.2 Onwards till Sage CRM 2018 – R2
Latest compatibility versions of Sage CRM and Sage Enterprise Management
supported with GUMU™ Integration are :
• Sage EM v6.5 (Patch 28) Onwards till Sage EM V11 PU7
• Can mix-&-match Sage CRM and Sage ERP versions.
Version Compatibility
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@greytrix

7. SageCRM.netAPI
ScreenListSageCRMWebServices
MultiLingual/MultiCompany
View / Promote
Customers
Promote
Quote/ Orders
Drill Down
Orders/ Invoices
Open /Historical
SecurityMatrixWorkflow
Sage CRM
JAVABridge
SageEMWebServices
MultiFolder/Site/Legislation
Customers
Quotes /
Orders /
Invoices
Product
Pricing
Sage Enterprise
Management
Real Time, Bi-Directional
GUMU Web Services API
GUMUTM Java Bridge
GUMUTM Sage CRM .net DLL
Application Extension
GUMU™
Integration
Technical Architecture
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8. • GUMU™ Installation
Screen
• Selection of Sage
CRM and Sage
EM Versions
• GUMU™
Installation
Summary
• GUMU™
Successfully
Installed
Installation of GUMU™ Integration
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9. Secure System with Multi Company and Multi Lingual Support
• Security based
on CRM User
Profiles for
viewing and
editing ERP
• Multi-Lingual
• Multi-Site, Multi
Company and
Multi Legislations
Support
Integrated CRM Features
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@greytrix

10. Easy Configuration Support
• Easy Configuration
of Sage EM with
Sage CRM
• Easy Configuration
of Sage CRM with
Sage EM
• Synchronization
Settings
Configuration
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11. Seamless Mapping of Customer Details from Sage EM to Sage CRM
• Detailed Sage EM
Customer Info Tab in
CRM
• Credit Limit
Information and To
Date Balances
• One click Promote
Customers from CRM
• Edit/ Add Customers in
Sage EM. Auto Save (Real
Time) to Company in Sage
CRM
Customer Details
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@greytrix

12. Efficient Process in Handling all Invoices and Orders
• Tab to view all open
and Historical Sage
EM Invoices
• Tab to view all open
and Historical Sage
EM Orders in CRM
• Drill down to line
item details through
Hyperlink
Invoices / Orders
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@greytrix

13. Quick Order Entry and Quoting Processes for Sales Professionals
and Account Managers
• Anywhere-Anytime CRM
Order Entry/ Opportunity
to make Sage EM Orders
• Line item entries and
Customer pricing
information
• Tax calculations before
posting Orders
Quotes / Order Entry
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@greytrix

14. Quick and Detailed view of inventory
• Check quantity in
stock before placing
Order Requests
• Sync Products in CRM
for orders and other
Entity Usage
• Drill Down into
inventory through line
items in Invoices/
Orders
Inventory Details
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@greytrix

15. Now Productivity will be on the Go
• Mobility: View
Orders/ Invoices
and Customers
• Workflow: CRM
Workflow for
Quotes and Orders
Productive Features
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@greytrix

16. Sync utility which works on push and pull methodology that can be
scheduled on timely basis
Bi-directional data synchronization
GUMU™ Integration Features
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@greytrix

17. Demo
DEMO
GUMU™ for Sage CRM – Sage Enterprise Management Integration
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@greytrix

18. CUSTOMIZATION
THIRD PARTY
INTEGRATION
IMPLEMENTATION
& SUPPORT
Customization provided by Greytrix PSG team at Special Fixed Cost/Rates
Integration with Third Party Products supported as per client needs.
Implementation and Support Help provided directly by Greytrix at special
requests.
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@greytrix
TENSIBILITYEX
VALUE ADD

19. Thank Yousage@greytrix.com
Contact us Visit us
www.greytrix.com
https://www.greytrix.com/blogs/sagex3/
https://www.greytrix.com/blogs/sagecrm/
https://www.greytrix.com/blogs/salesforce/
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@greytrix @Greytrix-India-Pvt-Ltd@greytrixsage @Greytrix @GreytrixSage
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https://www.greytrix.com/blogs/sagemas/
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@greytrix
https://www.greytrix.com/blogs/sagebusinesscloud/