GUMU Integration for MS Dynamics 365 with Sage Intacct

1
GUMU IntegrationSalesforce with Sage 300
2
Greytrix in a Glance
22 years/ 2 Decades Market presence over the
Globe

• 350
• Business Partners Worldwide

10 India International Locations

• 6
• Group Companies

• 5
• Continents NA, AAMEA, Europe

10 Sage ERP Software Certified Partners (Sage
X3, Sage 100..)

• 50
• Greytrix Products

• 5
• Top Vendor High Level Partnerships (Sage,
  Microsoft, Salesforce..)

• 20 Years/1000
• Installations
• GUMU Integrations

• 500
• ERP CRM
• GUMU Migrations

• 1500
• Customers

• 300
• Engineers Consultants

• 25
• Awards (Global Africa)

• 100
• Conferences Sponsorships

3
Greytrix expertise in a Glance
Add-ons
Add-ons
GreyMatrix- Apparel Solution Document
Numbering Document Attachment Purchase Approval
System Auto Bank Reconciliation Bill of Lading 3
Way PO Matching
Fixed Assets Vendor Integration Purchase
Order Accounts Receivable Invoice
Professional Services
Professional Services
Migration Customization Implementation Technical
Support Onsite and Offshore Resources
Migration Integration (Third Party
Solutions) Customization Implementation Technical
Support Onsite and Offshore Resources
Development Skillset
Development Skillset
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
Java Bridge Integration Version Upgrades SOAP
Webservices Crystal and BI Reporting Offshore
Development Centre
4
Greytrix GUMU Integration Specialist
Data Import
Security Matrix
Easy Sync
Accounts
Products
Secured Access
Orders
Zero Training
Financial Apps
Customer Enquiry
Vendors
Seamless customer centric integration engine for
Sage Business Application
Features
Customer Centric Solutions
Benefits
Sage Solutions
5
Salesforce Sage 300 Integration Framework
GUMU Salesforce Web Service API
GUMUTM Integration
GUMU Sage Data Framework
Salesforce.com Web Services
Entity Creation and Mapping
View / Promote Customers
Security Matrix
Sage Data Framework
Multi-Company
Customers
Quotes / Orders
Promote Orders
Real Time/Schedulable, Bi-Directional
Link/ Unlink Customers
Product
Drill Down Orders/ Invoices Quote Invoices Open
/Historical
Pricing
Depends on your settings in the specific system
6
Salesforce Sage 300 Integration Features
Real- time, Bi-Directional, Data Integration
Customized Integration
- Customers (Bi-Directional) - Products -
Orders - Multi-Company Integration - Customer
defaults loaded on new order creation - Item
prices/availability real time
- User defined sync options - Entity creation and
mapping wise synchronization

Mobility
- Access integration from portable devices on the
go
Secured Communication
- Data security - Security Rights to allow
users certain integration capabilities
This entity is synched in single direction ERP
Salesforce Depends on your setting in the
specific systems
7
Benefits of Salesforce Sage 300 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
8
Version Compatibility
Salesforce Edition Professional, Enterprise and
Unlimited
Sage 300 Editions Sage 300 v2012 and onwards
9
Salesforce Sage 300 Integration Functionalities
GUMU Integration for Salesforce - Sage 300
10
Testimonials on Salesforce AppExchange
Can handle complex integrations and outstanding
support
Sage300c with Salesforce
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.
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.
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.
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.
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
Value Add Extensibility
Customization
Customization provided by Greytrix PSG team at
Special Fixed Cost/Rates
01
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.
12
www.greytrix.com
salesforce_at_greytrix.com
_at_Greytrix
_at_greytrix
_at_Greytrix
_at_greytrixsage
Sage Intacct
Sage 300
Salesforce
Sage X3
Sage 100
Sage CRM
Consulting