Category Archives: Salesforce

GUMU™ Salesforce Webinar November 19.2024

salesforce webinar 11.19.2024b

Benefits of Integrating your Sage System with Salesforce

Tue, Nov 19
12:00 PM – 12:50 PM EST
Online event
Register

Explore how integrating your Sage Accounting System with Salesforce can transform your operations. From streamlining processes to providing a 360-degree view of customers, we’ll uncover the many benefits of leveraging the GUMU™ Salesforce powerful integration to Sage.

Key Takeaways:

  • Understand the default features of the GUMU™ Salesforce Integration to Sage 100, 300, X3, and Intacct.
  • Review the steps required to make this happen.
  • Get a firm understand of Costs and Timeline (Days) required to transform your Salesforce system
  • Get practical advice on CRM deployment strategies.
  • Hear real-world client success stories of Salesforce Integration

Sage 100

Sage 300

Sage X3

Sage Intacct

GUMU™ Salesforce to Sage Releases

Greytrix is constantly updating the GUMU™ Integration to enhance the administrative tools and user experience. The latest releases are now here! For those that already subscribe to this integration, these can be applied to your system on request at no charge as part of your GUMU™ subscription.

You can check out the latest enhancements to the GUMU™ Salesforce Integration in the videos below:

  • Settings Enhancements // This 3-minute video shows what notifications, buttons, filter types and more have been added to the GUMU™ Settings App.
  • User Enhancements // This 90-second video covers new real time Sage product info, as well as helpful tweaks to bulk posting and bulk updates in the GUMU™ Integration App.

We, at My CRM Manager, work with the Greytrix Salesforce team as their onshore resource here in North America. We oversee sales, marketing, and project management activities. If you have any questions or would like to know more, please feel free to schedule a call with us. You can also head to our website to learn more Salesforce Services & Support – My CRM Manager.

How My CRM Manager works with clients

The video below walks through how we work with clients to document and progress jobs in our system. AND how we report this information back to clients.

We use Sage CRM to manage individual jobs. A CRM workflow controls how the job is entered and how it progresses along from the Project Manager, to the technical team, and then back to the Project Manager. If you wanted to see our case workflow in detail, use this link. 

mcm operating :: 1717690437

Greytrix and MCM

In North America, My CRM Manager represents Greytrix for their GUMU™ integrations to Salesforce and Sage CRM. And, on Friday, Feb 2nd, I (Dan) met with Francis (center) and Ketan (left) from the Greytrix team in rainy New York to discuss strategy for 2024.  

Francis is the EVP of Global and Ketan is the AVP for the GUMU™ Cloud team which includes Greytrix’s Business Portal (aka BPortaly). 

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My CRM Update September 2023

This message is for Sage ERP partners (100, Intacct, 300, etc.). The biggest things going on at My CRM Manager include:

GUMU salesforce to Sage #1 on salesforce’s App Exchange

Greytrix’s GUMU™ salesforce to Sage integration is now the top ranked integration on salesforce’s App Exchange with a 4.98 rating and over 50 reviews. Key reasons why are outlined below. 

  • Better Design,
  • Flexibility,
  • Price,
  • Service
Better Design

The GUMU™ brings key Sage accounting data into salesforce (Order and Invoice details) so that it can be used within salesforce’s native reporting features (See image below). If I am a salesperson using salesforce – this is exactly what I want!

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Cost

This integration is priced per user and is independent of the number of Sage accounting companies (databases). Check out our pricing calculator. 

Salesforce users do not require a license for the Sage accounting system.

Flexibility

Most all companies that have an integrated system want to make changes to it – to empower users even more. The GUMU™ framework allows us to easily modify the system. Maybe you have custom fields in Sage accounting that you need in salesforce, or maybe your team is asking for specific reports (image above). These types of changes are easily accommodated with the GUMU™. 

Service & Support

The salesforce support team at Greytrix are first in class.

Customizing

Show SLA panel

 

We have a ticketing system and cl You don’t get a 4.98 rating by dropping the ball. 

types of changes are easily accommodated with the GUMU™.