CRM as an Integration Platform

CRM can be implemented stand-alone or integrated with your ERP system. The CRM “front office” extends “back office” ERP system resources out to employees across the entire organization, and to customers. We believe that for a CRM implementation to be successful, it needs to be integrated with your other important business systems like your ERP. It should take advantage of capabilities that can make your sales and services groups more efficient such as integrating with Microsoft Outlook and with Google Maps. We use the best CRM integration tools available to provide a comprehensive CRM system. Whatever your integration needs are, we can help.

Salesforce / ERP Integration

Extend ERP Sales Data to Salespeople in CRM

 

Greytrix Salesforce/ERP integration offers numerous benefits for businesses by bridging the gap between Salesforce CRM and various ERP systems (such as Sage 100 ERP, Sage 300, Sage X3, Acumatica, Microsoft Dynamics 365 Business Central and others).

Salespeople using Salesforce benefit significantly from the AI capabilities of Greytrix Salesforce/ERP integration, as it streamlines their workflows, enhances data accessibility, and boosts productivity. Here’s how the AI benefits directly impact their work.


1. Enhanced Lead Prioritization

  • AI analyzes customer data from both Salesforce and the ERP system to score and prioritize leads based on potential value, purchasing behavior, and financial history.
  • Helps salespeople focus on high-potential prospects, improving conversion rates.

2. Real-Time Product Availability Insights

  • AI provides instant updates on inventory levels and expected restock dates by accessing ERP data within Salesforce.
  • Enables sales teams to make informed commitments to customers without delays or manual checks.

3. Intelligent Upselling and Cross-Selling Suggestions

  • AI leverages synchronized data to recommend relevant products or services based on customer purchase history, preferences, and trends.
  • Empowers salespeople to present personalized offers, increasing revenue opportunities.

4. Streamlined Quoting and Order Processes

  • Automated workflows powered by AI minimize the manual effort of generating quotes or orders by pre-filling details like pricing, discounts, and taxes from ERP data.
  • Reduces errors and speeds up the sales cycle.

5. Faster Response to Customer Queries

  • Salespeople can access detailed customer insights (e.g., billing history, payment status, and order tracking) in real-time, thanks to ERP data integrated with Salesforce.
  • AI-driven recommendations help resolve issues efficiently, improving customer satisfaction.

6. Actionable Sales Insights and Forecasting

  • AI analyzes historical sales data and ERP financials to deliver accurate forecasts and identify seasonal trends or potential gaps in the sales pipeline.
  • Provides salespeople with actionable insights to meet quotas more effectively.

7. Proactive Customer Engagement

  • AI tracks customer behaviors (e.g., delayed payments or frequent orders) and triggers automated alerts or tasks in Salesforce.
  • Enables salespeople to proactively address issues or opportunities, fostering stronger relationships.

8. Reduction in Administrative Workload

  • AI automates repetitive tasks like data entry, order status updates, and invoice management, reducing the administrative burden on sales teams.
  • Frees up more time for customer interactions and deal closing.

9. Tailored Pricing Recommendations

  • AI factors in ERP data such as current stock levels, customer purchase history, and negotiated terms to suggest optimal pricing for quotes.
  • Ensures competitive yet profitable pricing strategies.

10. Improved Collaboration with Back-Office Teams

  • AI fosters seamless communication between salespeople and ERP users by syncing relevant data, such as fulfillment timelines or financial approvals.
  • Reduces delays and ensures alignment across teams.

By leveraging these AI benefits through Greytrix Salesforce/ERP integration, salespeople can focus more on selling, build stronger customer relationships, and achieve better results with less effort.

 

 

Sage CRM and Sage ERP disk with highlights and attributes

Sage CRM / Sage ERP Integration

 

 

Gain a 360-degree view of your business.

 

Your CRM software holds your most important customer data, while your ERP contains important operational and financial data. Having these systems aligned will ensure that everyone on your team is working from the same, up-to-date information. CRM ERP integration can provide more business insights, greater efficiencies, and a single, customer-centric view across the entire business.

Sage CRM and Sage ERP disk with highlights and attributes

CRM / ERP Integration Benefits:

  1. Synchronization of customers, addresses, contacts and notes
  2. Promote prospects into Sage ERP customers
  3. View orders, invoices and summary sales information in CRM for individual customers and in aggregate
  4. Foundation for sales dashboards with actionable intelligence and sales AI
  5. Sales quotes and orders that pull Sage ERP product items and pricing
  6. Improved Collaboration
  7. Increased Efficiency and Accuracy
  8. Enhanced Customer Experience

Supported Platforms:

  • The Greytrix GUMUTM Sage CRM / Sage 100 ERP Integration Engine
  • Sage integration for Sage CRM / Sage 100 ERP
Greytrix GUMUTM Sage CRM / Sage 100 ERP Integration on disk

Greytrix GUMU™ Sage CRM / Sage 100 ERP Integration

Achieve improved sales productivity, better customer service, enhanced productivity, and streamlined management with GUMU™ for Sage CRM – Sage 100 integration.

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Greytrix GUMU™ Sage CRM/Sage 100 ERP Integration Engine is a robust solution designed to facilitate seamless connectivity between Sage CRM and Sage 100 ERP. This integration engine streamlines data exchange, ensuring that critical information flows smoothly between the two systems.

Key Features:

Real-Time Data Synchronization: Automatically syncs data like contacts, leads, sales orders, and inventory in real time, reducing manual entry and errors.

Bidirectional Integration: Supports two-way data flow, ensuring updates made in either system are reflected in the other.

Customizable Mapping: Users can customize how data fields are mapped between the two systems, allowing for tailored integration based on specific business needs.

User-Friendly Interface: Offers an intuitive interface that simplifies configuration and monitoring of the integration process.

Comprehensive Reporting: Provides insights into sales performance and customer interactions, enabling better decision-making.

Enhanced Workflow Automation: Automates routine processes, improving overall efficiency and productivity.

Scalability: Designed to grow with your business, accommodating increased data volume and complexity as needed.

Overall, Greytrix GUMU™ enables businesses to leverage the strengths of both Sage CRM and Sage 100 ERP, enhancing operational efficiency and delivering a unified view of customer and financial data.

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Greytrix GUMU™ Salesforce.com / Sage 100 ERP Integration

Streamline your front and back-office operations effortlessly with the incredible power of GUMU™ integration for Salesforce – Sage 100 ERP. Imagine accessing real-time customer transactions like sales orders and invoices at your fingertips.

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Integrate Sage 100 with Salesforce to have an intuitive interface that connects your sales and marketing teams, providing them with up-to-date customer data. Bid farewell to delays and say hello to a holistic view of orders, invoices, and financial management data with GUMU™ powered Sage 100 integration for Salesforce. It’s like having a supercharged dashboard that empowers your teams like never before. And that’s not all! Create orders and onboard new customers from any device with instant Salesforce.com access. With GUMU™ integrated solution for Salesforce – Sage 100 ERP saves your valuable time and effort with the order entry promotion feature. With Salesforce Sage Integration powered by GUMU™ stay on top of inventory levels with live updates by location—no more guesswork or surprises. Simplify, automate, and elevate your front-end and back-end operations with this game-changing GUMU™ powered Salesforce and Sage 100 ERP solution. Let Greytrix’s GUMU™ powered Salesforce Integration for Sage 100 propel you toward success. Embrace the future of business integration today!
Greytrix GUMUTM & Salesforce with Sage 100 ERP on disk
Sage CRM and Sage X3 on disk

Greytrix GUMU™ Sage CRM / Sage X3 ERP Integration

Experience the power of GUMU™ for Sage CRM – Sage X3 Integration, a meticulously designed solution tailored to meet all your business needs. This robust system ensures seamless, real-time, bi-directional integration, empowering enterprises to unlock valuable insights for faster, more informed decision-making.

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The integration of Sage CRM and Sage X3 provides mid-market and enterprise businesses with a unified, customer-centric viewpoint. This collaborative approach allows accounting, operations, sales, marketing, and customer service teams to share a consistent customer information view, ultimately enhancing the overall customer experience.

Add-Ons That Extend Sage CRM

We work with the top Sage CRM integration products to provide you with a comprehensive and powerful system. Sage CRM is highly customizable, configurable and extensible. It can serve as a portal that connects to any data source or web-based application. External data can be displayed or other applications can run directly through Sage CRM.

Accelerator Outlook integration for Sage CRM

Are you tired of the cumbersome task of manually copying and pasting emails into your CRM system?

Does your sales team often neglect updating CRM with crucial contact details?

Are you struggling with low overall CRM user adoption?

Look no further, as we have the perfect solution for you – the top-notch Sage CRM Outlook Integration, known as “Accelerator.”

Empower CRM users to management their business directly from Outlook emails.

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Accelerator by CRM Together seamlessly integrates Microsoft Outlook with Sage CRM. This integration eliminates manual data entry, allowing you to convert emails into Companies, Contracts, Sales, and Cases. You can file emails, document attachments, and log call information directly from emails in Outlook. 

You can also access your Sage CRM data from Outlook. You can view your Sage CRM company documents, create new records, or evaluate your case or opportunity pipeline.

  • Effortless Data Updates
  • Access CRM Documents
  • Create New Entities
  • Pipelines and Customer History
  • Consistent Customer Experience
  • Email Templates
  • Log Phone Call Information
  • Access CRM Contact Email Addresses
  • File Emails and Documents
  • Customization

Discover Seamless Mobility with MobileX for Sage CRM 

Sage CRM Mobile Solution

Are your remote sales teams struggling without access to crucial customer data?

Do delays in updating information until the return to the office impact your sales processes?

Are you yearning for a customizable CRM system tailored to your preferences?

Introducing MobileX, the Ultimate Mobile Web App for Sage CRM, designed to address your mobile CRM needs today! Available on the Apple App Store Download from the App Store and the Google Play Store Download from the Google Play Store.

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  • CRM Data On-The-Go
  • Navigate Your Data with Precision
  • View and update CRM data
  • Real-Time Information Logging
  • Visualize Your Pipelines
  • Bookmark Data for Quick Access
  • Upload Files and Photos
  • Customize screens

S5 Sage CRM Google Maps Integration

Integrating Google Maps with Sage CRM using S5Maps allows you to visualize the location of your customers and prospects. You can use Google Places Search to find new opportunities. The S5Maps system allows your sales or service team to plan optimized routes for their day with estimated drive times and distance calculations.

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  • Create lists of leads, prospects or customers in CRM and display them in Google Maps with color coded pins
  • Select your route for site visits and send the list of destination addresses to your phone for driving directions.
    • Google route optimization now available
  • Filter companies in Google Maps by any search criteria, such as:
    • Whether or not you have an opportunity or case with a company
    • Line of business
    • Location by address type (ship-to, bill-to or HQ)
  • Select businesses in Google Maps and upload them into CRM with one click!
S5 Sage CRM Google Maps Integration, showing dashboard on both mobile and tablet