Sage X3 CRM – My CRM Manager

GUMU™ Sage X3 CRM

The default integration between Sage CRM and X3 integration published by Greytrix. This integration is sold around the world throughout the Sage X3 community.

Not only is CRM a more practical environment for customer-facing staff, but using CRM results in fewer users requiring direct access to X3.

What is Sage CRM?

Learn about Sage CRM and it's key benefits.

Key Features, Benefits, and a user experience video

Features

Bi-direction, real-time integration
Users can view customer records
New Customers can be promoted from Sage CRM to Accounting
From the customer record in Sage CRM, we can view order and invoice history and purchasing patterns
CRM users can create Quotes and Orders that leverage inventory
Approved Orders can flow directly into Enterprise Management’s Order Entry

Benefits

A single source for customer contacts&communication tracker
Enhanced visibility
Maintain data integrity & consistency
Streamline your processes & Create accurate quotes quickly
Better sales forecasts helps to keep a visisbility towards forecast and demand
Resolve customer inquiries confidently
Provide more information through self-service

This 8 minute video will walk you through the integration framework and key features for the user.

Consider too that Greytrix and My CRM Manager offer a very competitive subscription rate for a hosted Sage CRM solution that can connect to your instance of X3.

About the Publisher - Greytrix

The GUMU™ X3 CRM integration is published by Greytrix. Greytrix has been a Sage CRM development partner for over 20 years and has an excellent reputation within the global Sage Community.

Aside from this integration with Sage X3, Greytrix also publishes the best integration between Sage CRM and Sage 100, as well as Sage Intacct. Beyond Sage CRM, Greytrix also publishes the leading integration between Sage X3 and SalesForce.com.

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