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We specialize in Sage CRM implementations and services. Sage CRM is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.
Maximize your Sage CRM instance with My CRM Manager's super effective approach and deep resources
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.
Maximize your Sage CRM instance with My CRM Manager's super effective approach and deep resources
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.
Connecting Sage 100 with Salesforce provides customer-facing staff with the option to view accounting data and create orders through Salesforce.com.
The information we are providing on this page refers to the GUMU™ integration between Salesforce.com and Sage 100.
This integration between Salesforce.com and Sage 100 is now generally recognized as the leading integration to Salesforce with 60 reviews on Salesforce’s AppExchange and a 5-star rating!
This video highlights what the integration looks like from a user experience. Please keep in mind the following:
This 6-minute video walks you through how the integration is configured. Please keep in mind the following points:
This checklist spells out the prerequisites for us to install and configure the GUMU™ Salesforce to Sage 100 integration. Once we have confirmed your checklist, we can typically have you integrated within 5-days.
GUMU stands for 'Greytrix Universal Migration Utility'. This name is associated with the framework used in all of Greytrix's integrations between CRM and accounting.
The GUMU™ supports all versions of Sage 100 ERP
If My CRM Manager gets involved, we generally offer project management services, which can include:
The Salesforce GUMU™ for Sage 100 does not consume API calls. This means your overall integration costs are lower.
Not all features of Sage 100 ERP exist in the GUMU™. Please refer to the ENTITY MOVEMENT SHEET which specifies how data moves between Salesforce and Sage 100.
Demonstrations are available on request.
We do offer an add-on to the standard GUMU which allows for Vendor integration. With this, SF users can create purchase orders that feed directly into the Sage 100 Purchase Order module.
Yes, all GUMU Salesforce integrations are compatible with CPQ. This is a minor add on.
Yes, we can do this. The GUMU can automatically pull new clients into Sage accounting along with the Orders.
Check out new features, enhancements and resolved issues in the GUMU™ for Salesforce - Sage ERP Integration here: Release Notes | GREYTRIX
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