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GUMU™ Integration for Salesforce with Sage 300 Private & Confidential
GUMU™
Integration
Salesforce with
Sage 300
www.fin-xsolutions.com
GUMU™ Integration for Salesforce with Sage 300 Private & Confidential
22+ years/ 2
Decades
Market presence
over the Globe
350+
Business Partners
Worldwide
10+
Sage ERP Software
Certified Partners
(Sage X3, Sage 100..)
50+
Greytrix Products
500+
ERP & CRM
GUMU™ Migrations
1500+
Customers
10+
India & International
Locations
5+
Top Vendor High
Level Partnerships
(Sage, Microsoft,
Salesforce..)
300+
Engineers &
Consultants
20 Years/1000+
Installations:
GUMU™ Integrations
6+
Group Companies
5
Continents: NA,
AAMEA, Europe
25+
Awards (Global +
Africa)
100+
Conferences
Sponsorships
Greytrix in a Glance
www.fin-xsolutions.com
GUMU™ Integration for Salesforce with Sage 300 Private & Confidential
Greytrix expertise in a Glance
GreyMatrix- Apparel Solution
Document Numbering
Document Attachment
Purchase Approval System
Auto Bank Reconciliation
Bill of Lading
3 Way PO Matching
Development Skillset
Development Skillset
Professional Services
Professional Services
Add-ons
Add-ons
Migration
Integration (Third Party Solutions)
Customization
Implementation
Technical Support
Onsite and Offshore Resources
Java Bridge Integration
Version Upgrades
SOAP Webservices
Crystal and BI Reporting
Offshore Development Centre
Fixed Assets
Vendor Integration
Purchase Order
Accounts Receivable Invoice
Migration
Customization
Implementation
Technical Support
Onsite and Offshore Resources
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
Private & Confidential
GUMU™ Integration for Salesforce with Sage 300
Greytrix GUMU™ Integration Specialist Data
Import
Security
Matrix
Accounts
Products
Orders
Customer
Enquiry
Vendors
Features
Customer Centric
Solutions
Benefits
Easy Sync
Secured
Access
Zero
Training
Financial
Apps
Sage Solutions
Seamless customer centric integration
engine for Sage Business Application
www.fin-xsolutions.com
GUMU™ Integration for Salesforce with Sage 300 Private & Confidential
Salesforce.com
Web
Services
Entity
Creation
and
Mapping
View / Promote
Customers
Promote
Orders
Drill Down
Orders/
Invoices
Quote Invoices
Open /Historical
Security
Matrix
Link/
Unlink
Customers
Sage
Data
Framework
Multi-Company
Customers
Quotes / Orders
Product
Pricing
GUMUTM Integration
Real Time/Schedulable,
Bi-Directional**
GUMU™ Salesforce Web Service API
GUMU™ Sage Data Framework
** Depends on your settings in the specific system
Salesforce – Sage 300 Integration Framework
www.fin-xsolutions.com
GUMU™ Integration for Salesforce with Sage 300 Private & Confidential
Salesforce – Sage 300 Integration Features
Real- time, Bi-Directional, Data Integration
Mobility
Customized Integration
Secured Communication
- Customers (Bi-Directional)
- Products*
- Orders
- Multi-Company Integration
- Customer defaults loaded on new order
creation
- Item prices/availability real time**
- Data security
- Security Rights to allow users certain integration
capabilities
- Access integration from portable
devices on the go
- User defined sync options
- Entity creation and mapping wise
synchronization
*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 Private & Confidential
Benefits of Salesforce – Sage 300 Integration
Business
Opportunity
Data Consistency
Faster Resolution
Real-Rime
Business Opportunity
Identify business opportunity based on real-time data
Real-Rime
Extract client information in real-time on the go
Faster Resolution
Faster resolution of queries
Data Consistency
Increased employee productivity due to data consistency
www.fin-xsolutions.com
GUMU™ Integration for Salesforce with Sage 300 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
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.
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.
Sage300c with Salesforce 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.
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.
www.fin-xsolutions.com
GUMU™ Integration for Salesforce with Sage 300 Private & Confidential
Value Add Extensibility
Customization
Customization provided by
Greytrix PSG team at Special
Fixed Cost/Rates
Implementation & Support
Implementation and Support
Help provided directly by
Greytrix at special requests.
Third Party Integration
Integration with Third Party
Products supported as per
client needs.
01
02
03
joy.dsouza@irisbusiness.com
@Greytrix
@greytrix
@Greytrix @greytrixsage
www.greytrix.com salesforce@greytrix.com
Sage X3 Sage 100
Sage 300
Sage CRM
Salesforce
Consulting
Sage
Intacct

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GUMU™ Integration for Salesforce with Sage 300.pptx

  • 1. www.fin-xsolutions.com GUMU™ Integration for Salesforce with Sage 300 Private & Confidential GUMU™ Integration Salesforce with Sage 300
  • 2. www.fin-xsolutions.com GUMU™ Integration for Salesforce with Sage 300 Private & Confidential 22+ years/ 2 Decades Market presence over the Globe 350+ Business Partners Worldwide 10+ Sage ERP Software Certified Partners (Sage X3, Sage 100..) 50+ Greytrix Products 500+ ERP & CRM GUMU™ Migrations 1500+ Customers 10+ India & International Locations 5+ Top Vendor High Level Partnerships (Sage, Microsoft, Salesforce..) 300+ Engineers & Consultants 20 Years/1000+ Installations: GUMU™ Integrations 6+ Group Companies 5 Continents: NA, AAMEA, Europe 25+ Awards (Global + Africa) 100+ Conferences Sponsorships Greytrix in a Glance
  • 3. www.fin-xsolutions.com GUMU™ Integration for Salesforce with Sage 300 Private & Confidential Greytrix expertise in a Glance GreyMatrix- Apparel Solution Document Numbering Document Attachment Purchase Approval System Auto Bank Reconciliation Bill of Lading 3 Way PO Matching Development Skillset Development Skillset Professional Services Professional Services Add-ons Add-ons Migration Integration (Third Party Solutions) Customization Implementation Technical Support Onsite and Offshore Resources Java Bridge Integration Version Upgrades SOAP Webservices Crystal and BI Reporting Offshore Development Centre Fixed Assets Vendor Integration Purchase Order Accounts Receivable Invoice Migration Customization Implementation Technical Support Onsite and Offshore Resources 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
  • 4. www.fin-xsolutions.com Private & Confidential GUMU™ Integration for Salesforce with Sage 300 Greytrix GUMU™ Integration Specialist Data Import Security Matrix Accounts Products Orders Customer Enquiry Vendors Features Customer Centric Solutions Benefits Easy Sync Secured Access Zero Training Financial Apps Sage Solutions Seamless customer centric integration engine for Sage Business Application
  • 5. www.fin-xsolutions.com GUMU™ Integration for Salesforce with Sage 300 Private & Confidential Salesforce.com Web Services Entity Creation and Mapping View / Promote Customers Promote Orders Drill Down Orders/ Invoices Quote Invoices Open /Historical Security Matrix Link/ Unlink Customers Sage Data Framework Multi-Company Customers Quotes / Orders Product Pricing GUMUTM Integration Real Time/Schedulable, Bi-Directional** GUMU™ Salesforce Web Service API GUMU™ Sage Data Framework ** Depends on your settings in the specific system Salesforce – Sage 300 Integration Framework
  • 6. www.fin-xsolutions.com GUMU™ Integration for Salesforce with Sage 300 Private & Confidential Salesforce – Sage 300 Integration Features Real- time, Bi-Directional, Data Integration Mobility Customized Integration Secured Communication - Customers (Bi-Directional) - Products* - Orders - Multi-Company Integration - Customer defaults loaded on new order creation - Item prices/availability real time** - Data security - Security Rights to allow users certain integration capabilities - Access integration from portable devices on the go - User defined sync options - Entity creation and mapping wise synchronization *This entity is synched in single direction ERP Salesforce **Depends on your setting in the specific systems
  • 7. www.fin-xsolutions.com GUMU™ Integration for Salesforce with Sage 300 Private & Confidential Benefits of Salesforce – Sage 300 Integration Business Opportunity Data Consistency Faster Resolution Real-Rime Business Opportunity Identify business opportunity based on real-time data Real-Rime Extract client information in real-time on the go Faster Resolution Faster resolution of queries Data Consistency Increased employee productivity due to data consistency
  • 8. www.fin-xsolutions.com GUMU™ Integration for Salesforce with Sage 300 Private & Confidential Version Compatibility Salesforce Edition – Professional, Enterprise and Unlimited Sage 300 Editions – Sage 300 v2012 and onwards
  • 9. 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
  • 10. www.fin-xsolutions.com GUMU™ Integration for Salesforce with Sage 300 Private & Confidential Testimonials on Salesforce AppExchange 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. 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. Sage300c with Salesforce 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. 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.
  • 11. www.fin-xsolutions.com GUMU™ Integration for Salesforce with Sage 300 Private & Confidential Value Add Extensibility Customization Customization provided by Greytrix PSG team at Special Fixed Cost/Rates Implementation & Support Implementation and Support Help provided directly by Greytrix at special requests. Third Party Integration Integration with Third Party Products supported as per client needs. 01 02 03