If your sales or account management team uses Salesforce but still relies on your Sage 100, 300, Intacct, or X3 accounting system for customer information, there’s a better way to connect the dots.
With the GUMU™ integration for Salesforce and Sage, users can view real-time ERP data, like AR balances, credit limits, year-to-date sales, and last invoice or order dates, directly inside Salesforce.
This seamless Salesforce Sage integration eliminates the need for users to log into Sage, reducing licensing costs and improving access to key financial insights. The customer stats load live from Sage ERP into the Salesforce account record, making it easy to track client activity, monitor payment status, and stay ahead of overdue accounts.
Whether you’re trying to view AR balance in Salesforce, check recent orders, or empower sales teams with ERP data, GUMU™ for Sage helps your team make faster, more informed decisions.