- Integrated Systems Are Better
- 416.233.9049
- inquiries@mycrmmanager.com
We specialize in Sage CRM implementations and services. Sage CRM is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.
Integrate your CRM with your Sage accounting system. We specialize in setting up and supporting integrated systems.
Our projects can involve external technical resources from the global Sage CRM community.
We provide marketing and sales assistance: that means helping out with a sales call, or we get more involved in marketing Sage CRM to their clients and prospects.
Integrate your CRM with your Sage accounting system. We specialize in setting up and supporting integrated systems.
Our projects can involve external technical resources from the global Sage CRM community.
We provide marketing and sales assistance: that means helping out with a sales call, or we get more involved in marketing Sage CRM to their clients and prospects.
Greytrix’s GUMU™ Salesforce integrations to Sage are designed specifically for Sage integrations. GUMU™ integrations have been built on the Salesforce platform, provide real-time bi-directional integration (including order processing), and set up takes only a few days.
Commercient SYNC is a plug-and-play, cloud-based app that connects your ERP system with Salesforce (and other CRMs). It automatically copies key data so sales and back-office teams share a single, 360-degree view. Commercient SYNC is not specific to Sage.
Sage 100, 300, X3, Intacct, Sage CRM, Microsoft NAV/BC
Sage 100, 300, X3, Intacct, others
Transparent pricing for license, optional implementation, and support tiers, Salesforce Pricing Calculator available
Subscription per object and sync frequency, pricing is not transparent, twice the price
Direct Sage to Salesforce connector
(no middleware required)
Cloud-based middleware sync engine
Fast for standard (1-2 weeks for basic),
longer for custom logic (dependent on complexity)
Fast for basic use cases
Small‑to‑mid‑sized businesses (≈ 10 – 100 Salesforce users) that run Sage and want it talking to Salesforce fast
Firms of any size that need a quick, read‑only view of ERP data in Salesforce without major process changes
Moderate. Anyone comfortable with Salesforce admin basics can manage day‑to‑day; deeper config may need Greytrix help, but still lighter than building your own integration.
Easy at first, because it’s almost “set‑and‑forget.” Complexity rises only if you outgrow the canned sync and need write‑back or new objects.
ERP SYSTEMS SUPPORTED
Sage 100, 300, X3, Intacct, Sage CRM, Microsoft NAV/BC
Sage 100, 300, X3, Intacct, others
PRICING
Transparent pricing for license, optional implementation, and support tiers, Salesforce Pricing Calculator available
Subscription per object and sync frequency, pricing is not transparent, twice the price
INTEGRATION TYPE
Direct Sage to Salesforce connector
(no middleware required)
Cloud-based middleware sync engine
IMPLEMENTATION TIME
Once we have completed the pre-installation checklist, we can typically have the integration running within 10 business days.
Fast for basic use cases
TARGET AUDIENCE
Small‑to‑mid‑sized businesses (≈ 10 -500 Salesforce users) that run Sage and want it talking to Salesforce fast
Firms of any size that need a quick, read‑only view of ERP data in Salesforce without major process changes
LEARNING CURVE
Moderate. Anyone comfortable with Salesforce admin basics can manage day‑to‑day; deeper config may need Greytrix help, but still lighter than building your own integration.
Easy at first, because it’s almost “set‑and‑forget.” Complexity rises only if you outgrow the canned sync and need write‑back or new objects.
Real-Time and Scheduled
Scheduled only (batch jobs)
Bi-directional (Salesforce ↔ ERP)
Bi-directional (Salesforce ↔ ERP)
Master, Transactional, Approvals,
UOM, Pricing, Taxes
Customers, Orders, Products, Invoices, Inventory
REAL-TIME SYNC
Real-Time and Scheduled
Scheduled only (batch jobs)
DATA SYNC DIRECTION
Bi-directional (Salesforce ↔ ERP)
Bi-directional (Salesforce ↔ ERP)
DATA TYPES SUPPORTED
Master, Transactional, Approvals,
UOM, Pricing, Taxes
Customers, Orders, Products, Invoices, Inventory
Years of Sage ERP Expertise
(One-Stop Shop)*
Limited
Full support with dynamic configuration
Not specific to Sage
Supports several different ERPs
Handles multi-entity, multi-currency, pricing rules, approvals
Basic
Full support with secure agent-based model
Requires additional setup with limitations
Advanced monitoring, retry queues, email alerts
Basic alerting/logs
Handles any Special Custom/Standard Errors, 24/7 Support
Limited
Data stays on customer premises/cloud – no third-party storage
Cloud-hosted (data stored in Commercient servers)
Native Lightning Web Component (LWC), Visualforce, flows, utility components
Basic dashboards only
Out-of-the-box Agentforce connector
Not available
SAGE ERP KNOWLEDGE
Years of Sage ERP Expertise
(One-Stop Shop)*
Limited
MULTI-COMPANY/MULTI-ENTITY SUPPORT
Full support with dynamic configuration
Not specific to Sage
Supports several different ERPs
COMPLEX BUSINESS LOGIC SUPPORT
Handles multi-entity, multi-currency, pricing rules, approvals
Basic
ON-PREM SAGE ERP SUPPORT
Full support with secure agent-based model
Requires additional setup with limitations
ERROR HANDLING
Advanced monitoring, retry queues, email alerts
Basic alerting/logs
SPECIAL CASE ERROR HANDLING
Handles any Special Custom/Standard Errors, 24/7 Support
Limited
SECURITY & COMPLIANCE
Data stays on customer premises/cloud – no third-party storage
Cloud-hosted (data stored in Commercient servers)
SALESFORCE NATIVE EXPERIENCE
Native Lightning Web Component (LWC), Visualforce, flows, utility components
Basic dashboards only
AGENTFORCE COMPATIBILITY
Out-of-the-box Agentforce connector
Not available
* Greytrix has 25 years of experience in the Sage space and large departments focused on individual ERP solutions. Beyond Salesforce, Greytrix can provide extensive services specific to the individual Sage products.
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