In this video, Dan explains how GUMU™ empowers Salesforce and Sage CRM users to generate quotes and sales orders that sync directly with Sage ERP systems, without the user requiring direct access to Sage.
He walks through how users can pull real-time pricing and inventory data from Sage 100, 300, X3, or Intacct, and promote orders into the Sage Sales Order module with just a few clicks.
Dan also highlights how this setup allows non-accounting staff to participate in the order entry process efficiently. A great use case for teams wanting deeper CRM-to-ERP integration without increasing Sage software licensing costs.