GUMU™ ERP CRM Integration | Migration

Greytrix - Leading Sage Development Partner, with 21+ years of experience, offers expertise in Business Management software - Sage X3 | Sage Intacct | Sage 100/300/500 | Sage CRM | Salesforce. Professional services include GUMU™ Integration | Development | Add-ons | Customizations      

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Introducing India Localization Suite for Sage Intacct by Greytrix

India Localization suite for Sage Intacct is developed by Greytrix that addresses India-specific statutory requirements through a centralized software platform for smooth business operations for Sage Intacct users. The India Localization suite for Sage Intacct is a native app build on Sage Intacct Platform Services. This suite assists you with automated calculations, improves productivity, gives you real-time visibility.

The India Localization Suite comprises of three sections that are Tax Deducted at Source (TDS), Goods and Services Tax (GST) and India Statutory Reports. Ahead in this blog, we are sharing basic explanation of each section.

Tax Deducted at Source (TDS):

In the India Localization Suite, the TDS is automatically deducted depending on how the Nature of Deduction is configured for a specific vendor.  For more details on this read our blog on the functionality or working of TDS in the India Localization Suite for Sage Intacct.

2. Goods and Services Tax (GST) App:

This app has an E-Invoicing integration with an authorized GST Suvidha Provider (GSP) along with Print E-invoice feature with which an E-invoice of a Sales Invoice and AR Invoice can be printed in PDF format. For more details on this read our blog on Goods & Service Tax (GST) – e-invoicing.

3. India Statutory Reports:

“India Statutory Reports” are comprised of vital vouchers and reports which are specifically designed to meet the Indian-Business-Working-Style.

This blog was an introduction to the India Localization Suite developed by Greytrix for Sage Intacct. We have more blogs explaining the configuration, functionalities, and benefits of each section of the Suite.

For more refer- https://www.greytrix.com/blogs/sageintacct/2022/11/05/introducing-india-localization-suite-for-sage-intacct-by-greytrix/

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Unlocking the Power of Sage Intacct with Greytrix – Your Trusted Implementation & Consultation Partner

Are you tired of juggling multiple financial systems and accounting reports? Say hello to Sage Intacct – a world-class cloud ERP that simplifies business processes and provides real-time data visibility. And when it comes to Sage Intacct implementation, consultation, and expert support, Greytrix is a reliable partner for businesses of all sizes. We’re a top-tier partner for Sage development, integration, migration, implementation, and consulting services for 23+ years. As a long-time Sage Intacct Partner, we specialize in deploying Sage Intacct in the ever-changing market trends.

Let’s dig in more!

From Planning to Execution – Trust Greytrix for Unique Consulting & Implementation Solutions

Greytrix is your go-to partner for Sage Intacct users as it allows them to get the most out of Sage Intacct with flexible engagement Intacct models for consulting and implementation services. With over two decades of experience and expertise, we provide complete assistance for flawless system implementation, product customizations, data migration, system integrations, and third-party add-on development.

Greytrix is not just a Sage Intacct Marketplace Partner (MPP), having 15+ Sage Intacct Integrations, amongst which some are listed on Marketplace, we are now proud to be a Sage Implementation Partner (SIP). As SIPs, we provide end-to-end consulting for businesses across various verticals with our four consulting pillars: requirement analysis, multi-industry support, 360o consultation, and service rendering and add-on development.

Greytrix’s Sage Intacct implementation methodology and tools help organizations achieve their business goals by assisting with project planning, configuring solutions, and integrating with complementary systems. We rigorously test and validate solutions and offer ongoing post-deployment support to monitor performance improvements. Let Greytrix guide you on your Sage Intacct implementation journey for successful and efficient results.

Choose Greytrix: Convert your Desired Results into Reality

Still unsure about it & how to get ahead of the game?  Look at why Greytrix as Sage Intacct Partner is a win-win for your business!

350+ Business Partners & 1500+ customers – We’re known for best-in-class ERP Integrations with CRM & third-party apps by our reliable Partners & devoted customers.

Cost-Effective Solution – Our tight-knit & custom-built integration is unique to system needs, assuring a high ROI without extra costs.

Sage Systems Mastery – With our 23+ years of great experience in Sage Ecosystem & Services, we can build cutting-edge solutions as per user needs.

Qualified Intacct Implementation Consultants – Our team of 10+ certified Implementation Consultants ensures the ‘Sage Intacct On-Live’ process is worry-free.

One Stop Development– We ensure every business finds custom-built solutions unique to its needs using our robust platform services (Web APIs).

Secure Migration – Switch to Sage Intacct with confidence. Our secure migration services help businesses to transition from Sage ERP to the powerful Sage Intacct platform.

The Absolute Truth – GUMU™, our Champion Integrator, guarantees complete data security as it’s not a middleware and does not store any data.

Greenfield Technology Expertise – Our out-of-box IT solutions and robust skillset allow us to cater to niche functional business needs and offer IoT solutions for your ease.

One-Point of Contact – Get end-to-end Sage Intacct services for your business under one roof at our place and one click away.

Esteemed Sage Marketplace Partner – Thanks to our in-depth knowledge of Sage Systems and Sage Intacct, we’ve 5+ Sage Product listings on Intacct Marketplace.

15+ Intacct Integrations – Our one-click SaaS app integrator GUMU™ has revolutionized Sage Intacct Integration, as it features over 15+ seamless integrations with CRM, E-commerce, AP Automation, Payments, Tax processes, Foreign exchange, PO workflows, and more.

In-Moment Support – With Greytrix, you won’t just get Sage Intacct; you’ll get 24*7 support service and a lifetime of amazing customer experience.

Industry Experts at Your Service – We Cover Them All!

No matter the industry you’re in, Greytrix, as a profound Sage Intacct Partner, our robust integrated solutions are specifically designed to meet the business needs of your industry. We’ve all-around industry Sage solutions which include: Finance, Healthcare, Hospitality, Non-Profits, Professional Services, SaaS Services, Distribution, Multi-entity, Global Consolidation, and Indian Localization Suite – (GST & Local Legislation Compliance)

No More Confusion with India Tax and Compliance – Our Suite Takes Care of It All!

The India Localization Suite simplifies and automates India’s specific statutory requirements, including Tax Deducted at Source (TDS), Goods and Service Tax (GST), and India Statutory Reports. Let our Localization Suite help you navigate the complexities of India Business Operations, no matter where you are!

Sage Intacct Functionalities Modules – Enhancing Your Business, Your Way

Sage Intacct’s cloud-native framework eliminates yearly software updates, server maintenance, and security worries.

Keep important details in one place, minimize duplicate entries, and increase data visibility with Sage Intacct.

Multi-entity, multi-currency operations are effortless with Sage Intacct’s smart rules and alerts, enabling quick consolidations.

Streamline your business with Sage Intacct’s advanced approval chains and workflows, prioritizing what’s important.

Simplify your chart of accounts with Sage Intacct’s user-friendly dashboards and dimensional accounting structure.

Greytrix builds Sage Intacct implementation roadmap to match your business goals and objectives. We’ve varied agile modules catering to all industry-specific needs, including finance to distribution, revenue management, contract management, time & expense management, and payroll ensuring a seamless implementation that suits your business operations.

Are you looking for the right implementation partner, a hassle-free go-live experience, or want to upgrade your existing implementation process? Look no further! We’ll walk you through the process, understanding your needs and recommending the best strategies and integrated solutions for successfully implementing Sage Intacct. Allow us to help you achieve success with Sage Intacct.

So, how can Sage Intacct Implementation & Consulting Partners help you address & resolve Intacct Implementation & Consulting challenges?

Our skilled team of certified consultants & implementation experts is always ready to help you with the smallest to largest challenges or worries during the process!

We’re with you every step of the way, delivering exceptional service you won’t find anywhere else with our end-to-end Sage Intacct services. Therefore, we’re a one-stop solution for all kinds of Sage Intacct Services Development, App Development, Integration, Implementation, Consulting, Migration & Support.

Want to make your Sage Intacct implementation a success? Our Sage Intacct Experts team is here to help. Contact us today at 1 888 221 6661 or [email protected], and let’s get started on your journey to success with Intacct.

Originally Posted by https://www.greytrix.com/ on 31-07-2023

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Sage Partner Summit 2023 - What to Expect from Greytrix

Save the dates as the Sage Partner Summit marches your way to welcome you at the 2023 edition.

From May 22 through May 24, 2023, Las Vegas will provide a Sage environment for businesses and partners to acquire insights, exchange expertise, and learn about the most recent product strategies and advances. Greytrix is happy and excited to be a part of it as one of the proud silver sponsors. Discover what Greytrix brings to the Summit through a visual tour.

What to Expect from Sage Partner Summit 2023

The upcoming Sage Partner Summit in 2023 will be much greater than the previous ones. The current event is being held in Las Vegas, Nevada after the previous one was held in Dallas. The event is concentrating on creating a more productive environment for Sage reps and businesses in an effort to make it “big and bold.” Sessions on various Sage products will be held over the course of three days. The event has more than 50 sponsors in the following categories: strategic, titanium, diamond, platinum, gold, and gold sponsors. Greytrix is eager to be a part of this Sage ecosystem as a silver sponsor.

Catch Greytrix (Booth No 109) at Sage Partner Summit 2023

Greytrix is bringing its Champion Integrator for Sage ERP & CRM Integrations, GUMU™, to the Sage Partner Summit 2023. Since we have respected Sage Partners for more than 23 years, we have assisted about 1500 companies in maximizing the potential of Sage products. More than 15 pre-built connectors for Sage Intacct and other Sage ERPs have been given by us. We also offer full-service Sage Intacct consultancy for a range of industries. It will be a chance for us to engage, be inspired, and help the Sage ecosystem develop and grow as representatives of Sage.

What to Expect from Greytrix

Integration

With more than 20 years of experience, we are one of the top Sage integration partners on the market. Sage Intacct, Sage X3, Sage 100, and Sage CRM are just a few of the Sage products that are covered by our integration services. Additionally, we offer Sage integration services for third-party programs like Salesforce, Magento, and Dynamics 365 CRM.

Development

One of the main specializations is ERP development. The Sage products we cover include Sage Intacct, Sage X3, Sage 100, and Sage 300. We provide our support to businesses to help them get the most out of Sage Software so that their operations function smoothly. We are a popular option among companies in the market due to our capacity to provide top-notch services at the lowest cost of ownership and the quickest turnaround time.

Support

We also take great pride in being highly competent Sage consultants. To offer you the finest support, our knowledgeable IT specialists analyze the system and your company's requirements. Our professionals will work with you to identify the ideal option for your company, whether it be for development, integration, implementation, or migration.

Additionally, our independent support services, which include 24/7 dedicated and multi-channel support, are well-suited to cover our Sage integration, development, and migration services. You can rely on Greytrix to take care of the technical and functional requirements of your business and to provide first-rate support.

Migration

We take satisfaction in assisting businesses in completing the challenging work of migration with ease. We have a devoted team to handle a business’s migration requirements. We have successfully transitioned businesses over the years from a number of different systems to the desired Sage platform. We provide migration services that are supported by tracking, ongoing assistance, and effective implementation.

GUMU™ — the Breakthrough Connector

GUMU™ is what distinguishes Greytrix as a chosen Sage partner. It is our own integration platform, which is also referred to as a cloud integrator, and it helps companies migrate and integrate Sage seamlessly. The best feature of GUMU™ is that it functions without any code, is completely safe because it doesn’t store data, and is a powerful platform for integration.

Meet Our Team

Greytrix will be represented by two of our thought leaders and highly skilled tech specialists at the Sage Partner Summit in Las Vegas in 2023. To understand more about Greytrix’s contribution to the Sage industry and what we have planned for the future of the Sage world, we invite all of our fellow Sage representatives, businesses, and market industry experts to come and meet our representatives.

Come and join us at ARIA Resort & Casino in Las Vegas and be a part of this safe space to gain insights into the contributions to the Sage world from different Sage representatives and also inspire others for a better future.

Originally Posted by https://www.greytrix.com/ on 08–05–2023

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How does GUMU™ for Salesforce – Sage Intacct Integration help Non-Profits to drive efficiency & growth?

The foundation of Non-Profit organizations is relationships. But unfortunately, due to their limited visibility throughout the organization, nonprofits find it more difficult to maintain their relationships with sponsors and contributors over time. Consequently, adopting GUMU™ for Salesforce - Sage Intacct Integration improves visibility & streamlines procedures, giving you an aerial perspective of your entire organization.

Advanced Salesforce's CRM and Sage Intacct's presenting ERP are inseparable. Non-Profits may enhance communication between their sales and accounting departments thanks to the smooth GUMU™ Integration for Salesforce - Sage Intacct. This integration is skillfully designed to meet the specific demands of Non-Profits, including grant management, fundraising, donor management, and many other things.

Here’s why in the following image:

GUMU™ for Salesforce – Sage Intacct Integration on Salesforce AppExchange. This blog provides in-depth explanations of everything you want to know, including: What is GUMU™?, How does GUMU™ play a crucial role in this integration?, How may NPs benefit from this integration?

Hang on till the bottom!

How is GUMU™ the key driving factor for this integration?

GUMU™ is our in-house integrator with plug-and-play technology that ensures a seamless integration experience across all ERPs, CRMs, & other apps.

So, how GUMU™ impacts on Salesforce-Sage Intacct integration:

The GUMU™ powered Salesforce easy-to-use UI allows Non-Profit volunteers to simplify workflows & build outstanding donor relations.

When you integrate Salesforce – Sage Intacct with GUMU™, Non-Profits organizations can be audit ready & have easy grant management.

Non-Profits having GUMU™ can create detailed financial reporting & future-proof sales forecasts with the help of Salesforce Reports and Dashboards.

Non-Profit Institutions can have improved donor data management & increased data visibility by managing data at your fingertips with GUMU™.

This GUMU™ integration for Non-Profits can retain their existing & new donors /sponsors with better donor management, a 24*7 helpdesk facility, & exceptional welfare services.

Until now, you might have understood why GUMU™ is much needed for Sage Intacct – Salesforce Integration. Let’s have a look at its benefits:

1. Data Management

Get any details with quick access to your data anytime, anywhere.

Make strategic decision with most-up-to-date data insights.

Evaluate real-time spending & compare budget to actual data.

2. Donor Management

Meet all your fundraising goals with easy donation management.

Have a life-long donor base with a detailed view of each donor.

Record, Revise & Retrieve all donor interactions minutely

3. Grant Management

Achieve accuracy with minimized grant reporting time.

Optimize your grants tracking & grantee records.

Grantmaking can be refined & enhanced anytime.

4. Reports & Analysis

Invest & Promote events with reduced accounts burden.

Generate customizable reports unique to your needs.

Manage annual earnings right with easy reporting.

5. Others

Have track of expense ratios, average donations, & fundraising costs.

Understand better project status, percent complete, & progress.

Boost efficiency & volunteer productivity by all entities in check.

All departments work in sync with sound collaboration.

Need to explore more about GUMU™ for Sage Intacct – Salesforce Integration? Read Brochure Now

Find out why Greytrix is a trusted integration partner:

350+ Business Partners & 1500+ customers – Our trusted Partners & loyal customers know us for advanced ERP Integrations with CRM & third-party apps.

50+ 5-star reviews – Our noteworthy customer service is honored by highly satisfied customers for Salesforce – Sage Intacct Integration. Check Now

Cost-Effective Solution – Our integration is made-in-heaven for businesses looking for a customized integrated solution with high ROI without extra costs.

Salesforce + Sage Systems Mastery  – Our 23+ years of expertise in Sage & 8+ years in Salesforce give us all-around Force.com + Sage Systems knowledge to craft better solutions.

Striking Presence since 2014 – Our thorough Salesforce knowledge empowers us to be proudly listed on Force.com, AppExchange, & Salesforce Implementation.

The Ultimate Truth  – Our Champion Integrator GUMU™ ensures data is in safe hands as it is not a middleware & doesn’t store it during data transfer. Check Now

Over to you

A single integrated platform for non-profits to fund and advance their missions is provided by the thoroughly tested GUMU™ for Salesforce Sage Intacct interface. Non-Profits may go above and beyond to promote societal change and effect because to its strong GUMUTM integration that unites the accounts, finances, programmed management, marketing, and grant-making teams.

Additionally, the Sage Intacct and Advanced CRM Salesforce interface helps planning and strategy development by enabling them to be flexible in response to shifting organizational needs. In order to put it simply, this Non-Profits feature-rich integration enables Non-Profits institutions to better utilize efficiency & development to fulfil the humanitarian goal.

Unlock now “How integrating Sage Intacct & Salesforce by GUMU™ can benefit your Non-Profit organization?” Call Greytrix experts today at 1 888 221 6661 or write your queries to our team at [email protected].

Originally Posted by https://www.greytrix.com/ on 19-04-2023

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All about Integrating Sage Intacct with third-party apps?

Sage Intacct is now the ERP of choice for modern, fast-paced businesses seeking a cloud solution with real efficiency and automated processes. As a result, companies have a never-before-seen need for Sage Intacct integration with other cloud services or native on-premises apps. Now that that is out of the way, let's look at some of the best methods and choices for integrating Sage Intacct.

So what options do we build or develop for Sage Intacct? We know you’re eager to hear about ‘Ways to integrate Sage Intacct?’ but before that, we should understand what integration needs are, and for that, you need to answer these questions:

You're ready to learn the best methods to integrate Sage Intacct once you have the answers to these questions.

Let’s take a quick glimpse at effective ways to integrate Sage Intacct

Using Sage Intacct API Sage Intacct API is the best option available to pull & push data from Sage Intacct. Users can set this data flow schedule to execute at fixed intervals in batch processes. Also, integration through API enables two or more systems to share data and communicate with one another without human intervention.

Webhooks Integration Real-time integration is one of the modern ways businesses are inclining towards nowadays due to faster development in AI and automation. The best way to have real-time integration in the cloud ecosystem is via Webhooks. Webhooks are triggered when an event occurs, e.g., a new ‘Customer’ record is created, and we’re notified with the help of real-time integration. Due to this, there is complete transparency in the data flow without any interruptions or fear of data loss.

Manual Integration This method is a good deal for businesses with enough time, money, and resources for manual data synchronization or semi-automation using the import / Export capabilities of two systems. A data analyst oversees every step of the data flow and the entire process. However, manual integration is tedious because it is time-consuming and ultimately exhausts resources. Furthermore, as the data is handled manually, it is prone to data errors and unreliable. Still, using the ‘Import & Export’ method is an elegant way of integration if you want data mappings in one place.

Why GUMU™ true-fit for Sage Intacct Integration?

Many integration platforms claim to perform integrations, but GUMUTM is our champion integrator, offering you a seamless integration experience from start to end. The integrated solutions of your choice are what Greytrix strives to deliver with one-on-one guidance, explicit training, and 24*7 support. We believe in this because we provide you with a best-fit integrated solution and care for your most minor needs. Also, we’re a one-stop solution provider, offering pre-packaged Sage Intacct Integration solutions and complete end-to-end Sage Intacct services.

So, why should you count on us by choosing GUMU™ for Sage Intacct Integrations? Here are some GUMU™ must-known facts for you:

GUMU™ is not a middleware. It’s a myth as it doesn’t store data, allowing you complete data security and integrity.

GUMU™ has a plug & play framework; every integrator plugin is integrated by understanding the business process. Our years of experience have made it stronger & more efficient.

We understand that every business is unique and follow niche business processes that have to lead to their growth. Our GUMU™ helps you accommodate such operations in the integration.

We have 350+ Business Partners and 1500+ customers with our strong 23+ years of expertise in delivering robust Integrations across ERP, CRM, E-Commerce, and many third-party apps.

Our remarkable customers are the reason for our extraordinary customer service and strong clientele worldwide who have rated us as the Top-Most preferred integrator.

We’ve pioneered in Sage Ecosystem, offering excellent all-around services from development and integration to consultation and implementation.

Siloed systems hamper and slow down processes of fast-paced businesses where trends change by the minute. Hence, one must automate niche operations to get a competitive edge for improved data visibility and accessibility. However, most businesses still need to determine if their systems are connected effectively or not, and therefore integrating Sage Intacct in the right way is a concern.  

Don’t fret, though! As Sage Integration and Development Partner, we’ll help you select the best pick for your business, as we always strive to deliver as per customer needs.

Get detailed insights on “What we do in Sage Intacct space” from these FAQs

If you are still not sure Greytrix will be the best bet for Sage Intacct Integration, then quickly run through these FAQs which could be on mind: 1.Who’s Greytrix? -Greytrix is one of the leading Sage Partners offering robust ERP & CRM solutions worldwide with best-class customer service across the globe. 2.Which apps are integrated with Sage Intacct in Greytrix? -We cover a wide range of custom-built 15+ Sage Intacct Integrations, starting from E-commerce, CRMs, Payment Systems, Tax compliance, and AP Automation. 3.Can GUMU™ integrate with any system? -GUMU™ is our cloud integration platform where one can integrate one or more third-party apps simultaneously to make the data flow in more than one system. 4.What type of Sage Intacct Services does Greytrix offer? -We offer all-around Sage Intacct Services like Development, Integration, Consulting, Migration, and 24/7 techno-functional support. 5.What are the top integrations available for Sage Intacct by Greytrix? -The well-known integrations are available for systems such as Sage CRM, Salesforce, Magento, Shopify, Avalara, and FTP/SFTP 6.What are the other top-ranked products Greytrix offers along with Sage Intacct? -Sage Intacct is one of our top products, but there are other products on this list, including Salesforce, Dynamics 365 CRM, and Sage X3.

Originally Published by https://www.greytrix.com/ on 24-03-2023 

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GUMU™ – A Game Changer in Salesforce – Sage ERP Integration | Greytrix

What makes GUMU™ the best integrator?

In the CRM and ERP worlds of today, Salesforce is the most reputable customer relationship management (CRM) software. It's a leading CRM tool that helps companies integrate various processes like marketing, sales, commerce, and services to deliver unparalleled customer experiences.

Are you a Salesforce user who hasn't yet integrated Salesforce with your organization's ERP? Maybe you haven't discovered the ideal GUMU™ integrator for your company yet. Be at ease! We'll assist you in selecting a promising integrator from the market's broad variety of integrators. We work hard to provide the ideal integrator with top-notch support in the manner you desire. Our integration tool, GUMU™, was expertly created by our team of programmers to quickly and easily simplify your system complexity.

Utilize the GUMU™ to successfully integrate Salesforce and enjoy a seamless integration process. Our native integrator, GUMU™, seamlessly integrates your ERP data into Salesforce by improving data flow, visibility, and transparency. It's comparable to having a dependable framework for integration that allows Salesforce and Sage ERP to be combined without errors, convoluted processes, or data loss. Because GUMU™ is based on the Force.com platform, which has been upgraded to LWC and the most recent technology, Salesforce users have an advantage in managing their clients easily and can better concentrate on their important work.

The GUMU™ for Sage ERP – Salesforce integration is one of our best-breed integrations, as it provides detailed customer insights and actionable customer data. This integration allows business to meet their diverse needs and minimizes bottlenecks that negatively impact customer experience. Learn more on GUMU™ for Salesforce – Sage ERP Integration in the further blog.

Top 5 Integration Features

Let’s understand better from the given highlights, “Why it’s a great deal to invest in GUMU™ for Salesforce – Sage ERP Integration.”

1. Simplified Data Flow

Data analysts can get the exact data anywhere, anytime, any day, with instant synchronization of customers, sales orders, and inventories from ERP to Salesforce and vice-versa. With bi-directional entity promotion, Salesforce users can have a holistic view of their customers sales & financials information.

2. Real-Time Pricing & Product Inquiry

The real-time product pricing updates prices instantly whenever there’s a change in product lists or applies differently specific to user type. Deliver out-of-stock shipments on time with the right quantity on-hand details specific to every warehouse or location

3. Compatible with Standard (Opportunity) Workflow

There’s no need to maintain multiple quotes due to the secure data flow of opportunities and quotes from Salesforce – Sage ERP. This workflow is improved through GUMU™ Standard Opportunity Workflow enabling quote to order process.

4. Statistical view of Data Transfer

Users can have timely statistical updates of each data flow from one system to another, like percent of successful data transferred, transfers failed, no. of errors detected, and more.

5. No Human Intervention Required

Users can check/search for the reason for a data flow failure and correct the data with the pre-defined measures for data update. They can raise assistance tickets related to the integration data from the GUMU™ SF interface and track the progress/response of the same.

What’s GUMU™ Impact on Sage ERP – Salesforce Integration?

Get a complete overview of GUMU™ enhances Salesforce – Sage ERP integration from the below specs:

The Salesforce user-friendly UI powered by GUMU™ allows sales reps to simplify their workflows and build exceptional customer relationships.

Integrating Salesforce – Sage ERP with GUMU™, sales reps to make their taxation easy with comprehensive worldwide tax structures, applying the right tax rates, and cross-verifying tax rules.

GUMU™ allows sales reps to create meaningful reports and offers detailed sales forecasts, making it easier for them to build with Salesforce Reports and Dashboards within Force.com.

With GUMU™ Salesforce – Sage ERP Integration, sales reps can improve data accuracy and get data high-quality by minimizing data errors and collecting and visualizing any data from the ERP to Salesforce.

When Salesforce – Sage ERP is integrated with GUMU™ sales reps can deal faster with customers by making more informed decisions, instant query resolution, and better customer service.

The GUMU™ Salesforce – Sage ERP Integration helps sales reps to create accurate quotes by making complex product configurations agile and have excellent order management.

Integrate Salesforce – Sage ERP with the help of GUMU™ allows sales reps to provide eye-catching discounts and recollect your debts by creating an invoice or reflecting new payments efficiently in ERP and Salesforce.

What Makes Greytrix a Leading Solution Provider for Salesforce Sage ERP Integration?

Till this point, you might have become well-versed with ‘What GUMU™ for Salesforce Sage ERP Integration is?’, but you may be wondering, ‘What makes Greytrix a trustworthy Partner?’ If that’s the case, here are the key driving factors:

We‘ve empowered 350+ Business Partners and 1500+ customers by delivering powerful ERP Integrations with CRM and third-party apps for 2+ decades.

We’ve got 50+ 5-star reviews from all-time happy customers for Salesforce – Sage ERP Integration.

Our extensive Salesforce.com + Sage Systems knowledge gives us a crystal-clear understanding of your system needs specific to businesses.

Since 2014, our cloud solutions have been listed on Force.com, AppExchange, & Salesforce Implementation.

The best part for Salesforce users is that this integration is built within the Force.com platform, and there’s always a security check at the end of integration.

As GUMU™ is built within the Force.com ecosystem, your data management is simplified.

In 2021, we extended the package to include Sage Intacct and Sage 50 US.

So which ERP are you using, and what do you expect your ERP system to do for you? Tell us in the comments below. Take your time; we can’t wait to provide you with an excellent integrated solution for your booming business. We value your views and would be happy to know which ERP you plan to integrate Sage 100, Sage X3, Sage 300, Sage 50, to Sage 500. Or any other ERP? We also integrate apart from Sage ERPs, like Acumatica and QuickBooks.

We would like to share an interesting fact that we not only integrate with Salesforce but also provide services like Development, Implementation, Integration, Consulting, and Support. Our proficient Salesforce Services Team has incredible CRM capabilities through which they ensure all business ecosystem is working correctly with extensive assistance on Salesforce. Throughout your Salesforce journey, our proficient Salesforce Services Team is with you at every step from start to end, assuring your business processes are running in perfect harmony.    

Our Salesforce Consulting Team offers implementation and in-moment assistance on lead management, nurturing processes, sales cloud processes like user management and training, custom quoting processes, B2B marketing – Pardot Support and Configuration, B2C Marketing: Marketing Cloud, Salesforce CPQ, Email synching tools – Salesforce Inbox/ Einstein Activity Capture / Revenue Grid, Knowledge Base configurations.

We also master Salesforce Platform services such as Property base, configure the Action plan templates, Support in Salesforce Education Data Architecture platform, DocuSign and Conga Sign Configurations, Chatter, and CTI support (Drip Campaigns). This value-added service gives users a better end-to-end sales process and an in-depth understanding of the optimum usage of Salesforce CRM features.

Why wait if you are curious about any of the above-mentioned services? We are always available to resolve your queries. Reach us today at: [email protected].

Originally Published by https://www.greytrix.com/ on 01-03-2023

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Highlights of Acumatica Summit 2023 – Through a Debutant’s view! | Greytrix

GreyVerse, Integrations, Product Advancements, Cocktails, and a lot more.

The Annual Edition of Acumatica Summit 2023 is what you call a true melting pot of Innovation, Tech, Education, and Fun! The 3-day event was brought to life by Wynn Encore in Las Vegas. A Product Summit in Las Vegas might be an unconventional pair. However, this event was a testament to how techie’s party was! Ground-breaking innovation, product enhancements, and customer success stories made it stick out! With the right blend of fun and education, it witnessed a footfall of 3000+.

The Summit laid its prime focus on three main aspects Celebrate. Discover. Imagine – Celebrating success, Discovering the product’s potential, and Imagining an automation-led future together. The 3-day seminal event was studded with live demos, product feature releases, expert discussions, industry insights, and much more. If you work close to this domain, we bring you some striking highlights that will make you look forward to the next edition!

Our Debut presence – Greytrix at Booth 522

Our Champion Integrator – GUMU™, along with GreyVerse - his universe of integrations, made a maiden visit to the Acumatica Summit 2023. We brought our 23+ years of skilled expertise of ERP, CRM, and software integrations.

-     Acumatica Integrations –

·        Acumatica - Checkbook Integration: The digital way to make secured payments.

Integrations powered by GUMU™ - 

GUMU™ for Dynamics 365 CRM - Acumatica integration: Get customer and order details at your fingertips

GUMU™ for Acumatica - Magento Integration: For hassle-free E-commerce management

GUMU™ for Acumatica - Shopify integration: Simplify workflows & offer a better buying experience  

-     Acumatica Development: With a flexible and custom-built Acumatica framework, extend your functionalities and meet your diverse needs.

-     Consultation & Support: Avail complete techno-functional support 24*7 for all your business needs.  

Here are a few stand-out moments from the event – 

Opening keynote

·        John Case – CEO, Acumatica

John Case highlights how Acumatica emphasizes on its community consisting of customers, partners, and developers. To reinstate their belief in delivering value to customers, he announced the Customer Bill of Rights updates that expands to accommodate the evolving organizational needs and changing business environment. He states how all their efforts are focused on customer needs and satisfaction. He focuses to bring the Acumatica Community to build a future together.

·        Sanket Akerkar – Chief Revenue Officer, Acumatica

The Chief Revenue officer takes to the stage to CELEBRATE Customer success! As he covered Customer Success Stories in 2022, we saw how Acumatica helped scale workflows and promoted efficiency for Inspirus, Avante Health, and LifeSource. He adds how the Acumatica Portal accentuates their vision of bringing together the Acumatica Community. It unifies all Customers, Partners, Employees, and Prospects to collaborate and build the future together.

·        Mikhail Shchelkonogov, Chief Technology Officer, Acumatica

He rightly so highlighted how user expectations have evolved. This is majorly a result of changing userbase. As ERP has an expanding user base belonging to various backgrounds, there is a burning need for ERPs to be inclusive. He helped the audience DISCOVER the landmark changes in Acumatica by demonstrating the user-friendly and hassle-free technology in processes. He adds Acumatica's 3-step approach of addressing challenges –

o  Choose Industry Vertical wisely

Focus on developing development tools and APIs to help ISVs and Partners Integrate and develop robust solutions

Help improve usability 

Keynote 2 

·        Ali Jani

He starts the Day 2 keynote by highlighting how Acumatica places customer feedback at the center while introducing product enhancements. Focus groups, Sandbox tests, and reviews repeatedly help Acumatica introduce new product features. He gives us a sneak peek into Acumatica 2023 R1 features. The features are targeted at: 

1.     Empowering users with exceptional usability

2.     Evolving business with an intelligent platform

3.     Focusing on Industry-focused functionality

·        Doug Johnson, VP of Product Management Acumatica, and Josh Fischer 

further demonstrated the new features! Ali then announced the revolutionary Acumatica Payments module that will support all types of payments, thus integrating and streamlining all channels. 

·        Debbie Baldwin – Director of Product Management - Manufacturing 

 She introduced Manufacturing side panel screens to build seamless workflows. Acumatica also has Side panels for the MRP display screen that enables seeing all product details in one place. Clients'/customers' ideas help enhance the performance and usability of Acumatica. 

·        Joel Hoffman - Director of Product Management – Construction 

 He introduced Report and workflow improvements and gave more profound insights into Acumatica 2023 R1 –

R1 enables Cost projections and moving WIP Reports.

o  It now shows the impact of a project and puts all data together

o  Consolidated WIP (Work in progress) reports enables easy management 

·        Debra Mignola - Director of Product Management - Distribution Industry 

 Debra Mignola talks about how Acumatica helped Jeffree Star Cosmetics set up item classes for variation and easy classification of products. They are seamlessly managing it with an Acumatica – Shopify Integration.

·        Josh Fisher - Director of Product Management - Retail Commerce.

He highlighted the omnichannel configuration to keep up with order fulfillment and inventory levels. This empowers digital agencies to work on their customer's backend problems along with the front end and improve their overall experience.

Celebration 

With the Welcome reception, party at XS Nightclub, Closing Reception, and Women In Tech Luncheon, the Summit brought the right balance between learning and fun. These events were a great chance to network and discuss with industry experts and the Acumatica team. 

Hackathon 

12 teams put their creative minds to the test as they presented solutions as an extension of Acumatica, the cloud ERP, that helped scale its functionalities. In addition, 12 out-of-the-box ideas built on Acumatica presented the vast scope of this cloud ERP.

To sum up the experience, it was one of a kind. It only makes us even more curious to look forward to the future editions! Hope to see you there in 2024! 

About Greytrix

Greytrix has excelled with 23+ years of expertise in providing cutting-edge services for ERP (Sage Intacct, Acumatica, Sage X3, and Sage 100) and CRM (Salesforce, Dynamics 365 CRM, and Sage CRM) systems. With our champion integrator GUMU™, we offer Acumatica integrations with CRM (Dynamics 365 CRM) and E-commerce (Magento and Shopify). In addition, our Checkbook Integration with Acumatica is natively built on the platform to streamline your payments. 

Having won the trust of 1500+ customers with our exemplary services, we also offer advanced product customizations, out-of-the-box integrations, add-on development, migration services, and implementation competence. Know more about us, reach out to us at: 

Reach us at: [email protected]

Inquiry on call: 1 888 221 6661

 Originally Posted by https://www.greytrix.com/ on 06-02-2023

[erpcrmdaily]

Acumatica Checkbook Integration | Greytrix

Greytrix Acumatica integration combines the capability of two systems to assist businesses in scaling their probability. The Acumatica Checkbook integration boosts efficiency and prepares for future business demands by giving you more control over the digital check payment process. This blog provides an overview of the Acumatica Checkbook.

Businesses can use the most effective and secure payment option without having to adjust the payment entry or approval process in Acumatica. The most successful solution integrates with Acumatica’s accounts payable and cash management modules, allowing automated payments to be sent automatically. The check is subsequently printed or deposited online, and the ACH transaction of e-check/ electronic check occurs. Acumatica updates General Ledger and the Accounts Payable workflow in real-time after the payment is settled. The solution also provides a simple selection of banks or accounts in Acumatica that are mapped with Checkbook to determine the payment’s status.

The Acumatica Checkbook integration allows users to configure ACH payments once and have them applied to all banks with which they deal via Acumatica Vendor Payment Services. Due to the potential of an error being neutralized, Acumatica integration with Checkbook eliminates the need to print checks and mail them out manually.

Key Points:

Automate Process:

It reduces manual tasks and minimizes human errors, as users get accurate payment data and information from Acumatica

Send payments by e-mail

Most often payments are delayed due to insufficient information like physical address, account numbers, and routing numbers. But online digital checks process payments with just an email.

Secured payment

Security is a major concern while making online payments. Acumatica Checkbook integration assists users to make secure payments online using digital checks. Avoid fraud or tampering issues with physical checks.

Integrated Accounts Payable

Integrate the Checkbook.io solution without changing any payment method or approval policies in Acumatica. Uses the same bank as setup in Acumatica. Checks are sent once the payments are approved in Acumatica.

Send Multiple checks in one click

Users can send multiple checks with one click on sent to checkbook button.

Support PDF file format

Integration attaches the pdf file over the email for ACH and digital payment method which includes vendor detail and the remittance detail.

Data Accuracy and Reconciliation

Digital check uses the same bank, payee details, vendor account number, and preferences, as selected on the payment, entered. This enables prompt clearance without any errors and assists reconciliation

Track Payments and status

Instantaneously track check status from Acumatica. One system to track all payments. Payments are tracked as the recipient receives and deposits the payment. Once the payments are voided it is updated back into Checkbook.

Hope this blog has given insights and benefits of Acumatica Checkbook Integration developed by Greytrix. There are more blogs on various topics in Acumatica Checkbook on this page.

Originally Published by https://www.greytrix.com/ on 30–01–2023

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10 Reasons why CRM And ERP Integration are Important | Greytrix

With the right CRM and ERP system integration, you'll be able to streamline processes, improve customer service, and increase sales. Find out more about the benefits of CRM and ERP integrations! The most effective way to manage an organization's business operations is through integrated software solutions. These systems allow for streamlined processes that reduce costs and improve efficiency. Integration can be well worth using a unified system that handles ERP and CRM functions. An organization needs a complete picture of the relationship between a customer and the company, which they can get by using ERP and CRM solutions. Greytrix GUMU™ connector is a framework that offers Sage CRM integration with Sage ERP (Sage X3 ERP | Sage 100 (MAS 90/200) | Sage 300 (Accpac) | Sage 500 (MAS 500) | QuickBooks | Sage Intacct). It is designed to offer better control over enterprises' accounting, invoicing, cash flow, and inventory with end-to-end visibility.

Real-time Bi-directional Integration.

GUMU™ connector for CRM – ERP systems allows users to sync data between systems depending on business needs bi-directionally selectively. The company's master data comprising addresses, contact details, and transactions can be viewed on user-friendly Sage CRM tabs for a particular Customer in Sage CRM log-in.

Easy Access to Data from Portable Devices.

With this CRM ERP integration, Critical information regarding Leads, Customer Data, and Orders can be accessed across devices, desktops, mobiles, and tablets, ensuring that sales and service teams respond quickly to customer needs.

Authorization Control.

GUMU™ Security Matrix empowers System Administrators by allowing them to set different access levels with prescribed user privileges. As a result, the CRM System Administrator can provide restrictive access to ERP data.

Originally Published by https://www.greytrix.com/

[erpcrmdaily]

Sales Commission App for Sage Intacct | Greytrix

The reward for surpassing the minimum sales level is called a sales commission. Sales representatives are compensated to motivate them to make more sales, which may give organizations a competitive advantage for creating qualities that exceed their goals. However, businesses typically struggle with calculations and timely payments to salespeople without suitable protocols. Because of the intricate commission structure, manual processes are prone to mistakes and add extra time to processes. Users of the Sage Intacct Sales Commission module can set up automated commission payments for sales transactions and create commission rules. The Sage Intacct add-on makes it simple to build commission rules based on many criteria, including achieving goals, gaining new clients, profit margin, etc. It reliably calculates and posts commission payments to sales representatives, automating commission calculations on sales transactions and tabulating information, including thorough commission reports through queries and dashboards. 

 Features of Sales Commission Integration for Sage Intacct-

Native Application- The Greytrix Sales Commission add-on for Sage Intacct is a native application made with Sage Intacct Platform Services. Users of Sage Intacct can access the module. The module integrates Order Entry, Accounts Receivable, Accounts Payable, and General Ledger.

Application Integrations- The Order Entry and Accounts Receivable modules are integrated with the Sage Intacct Sales Commission app. Expenses for commissions are added to the general ledger. By integrating commission payments to available ledger journal entries or accounts payable bills, sales management can post-commission payments.

Commission Structures and Rules- Configure the sales representative or agents using the regular Employee screen. Users of the Sales Commission module can set up commission structures by their particular business needs and procedures. A commission structure can be created by grouping the goods or services offered to customers.

Commission Calculations and Adjustments- Reduce errors by automating the commission calculation on sales transactions using the established commission structure. Calculate the commission for sales transactions that are posted from the Accounts Receivable or Order Entry modules. After the system calculates the commission, users have the option to make additional modifications, either positively or adversely.

Commission Payment- Automate commission payments to ensure timely delivery. Pay commissions only on invoices that have been paid, please. Users can pay salespeople or sales agents in a variety of ways, depending on the needs of their businesses.

Commission Posting- Commission payments and expenses, also known as commission transactions, are documented in each organization in a multi-entity setting. On sales transactions, commission costs are automatically included in the general ledger. Transactions related to commissions are posted to chosen GL accounts and are trackable using common reports.

Reports and Dashboards-Comprehensive reporting on calculated commissions and commission payments are available in the Sage Intacct Sales Commission module. The user-friendly dashboard delivers results by combining and extracting value from all the data categories and using a single spot for organizations to track and evaluate performance. Easily track commissions given to the sales team by getting information on commissions derived from sales amounts and tracking commissions on invoices.

Benefits of Sage Intacct Sales Commission App- Some of the key benefits of Sage Intacct add-on Sales Commission Integration are:

Minimize errors in commission calculations: Greytrix Sales Commission assists Sage Intacct users in implementing the automated commission system and assist businesses in improving their productivity by reducing the errors in commission calculation and saving their time and money.

Boost employee morale through timely payments: The Sales Commission add-on provides an automated commission calculation system that accurately calculates commissions, allows adjustments, reporting & tracking, and processes commission payments on time. It ultimately helps in boosting the morale of sales employees.

Flexible commission structure: Greytrix Sales Commission delivers flexibility in setting up the complex commission structure to suit business requirements.

Handy reports and dashboards: With key reports, users can get quick and complete details on sales commission. Any change in the underlying data or values is reflected in dashboards, which helps identify fluctuations in key business metrics as soon as they happen without waiting for daily or weekly reports.

Originally Posted by https://www.greytrix.com/ on 16–11–2022.

[erpcrmdaily]

GUMU™ Data Integration for Salesforce – Sage ERP: Rated 5-Star on Salesforce AppExchange

The Fresh Year offers new hopes, milestones, and plans for your business. You're analyzing your company's performance, conducting an annual customer satisfaction survey, tracking marketing effectiveness, and gathering information on new products and services. However, it is also necessary to link these business metrics to your business management systems and identify what may be improved in your operations to plan for the coming year. If you're thinking about merging your Sage ERP and Salesforce solutions, Greytrix GUMU™ Salesforce Sage Integration should be at the top of your list.

Salesforce AppExchange - Has over 2900 flexible apps that revolve around your critical business operations, 4 million installs in the past 10 years, and 50,000+ customer evaluations. It eliminates the difficult work of reinventing the wheel while developing business-specific applications.

Salesforce and Sage are the market leaders in CRM and ERP, respectively. Greytrix's GUMU™ connection transports your Sage ERP data to the cloud with Salesforce Integration for SME and large companies. Our unique combination of technology built on the Force.com platform and native Sage APIs, as well as our skilled Salesforce-certified team, frees your company from the complexities of data redundancy and enhances real-time, bi-directional data visibility across entities, among other things.

As a Salesforce Product Development Partner, Greytrix recognized the potential of the Force.com platform. Over time, we researched company expectations and created the GUMU™ connector, which easily combines your Salesforce with Sage ERP (Sage X3 / Sage 100 / Sage 300). We are also open to the possibility of using GUMU™ to incorporate any custom data or another ERP. GUMU™ connector is a 5-star rated app that allows you to connect Salesforce and Sage ERP to create a unified solution. Salesforce's rigorous application security and functional assessment before listing it on the AppExchange add to the credibility of our connectivity. Furthermore, Salesforce's cloud capabilities with Sage ERP provide superior control of your business anywhere and anytime, keeping your enterprises at the forefront while exceeding consumer expectations.

Features of GUMU™ for Salesforce – Sage Integration

Real-time, bi-directional data sync

Multi-Company / Folder Integration

Authorization control

Flexibility to configure

Linking / Unlinking Customers

Real-time inquiries

Easy to Promote Customers / Sales Orders from Salesforce to Sage ERPs

Entity Synchronization from Sage ERP to Salesforce

Accessibility of data on smart mobile devices anytime, anywhere

Benefits of Salesforce Integration with Sage ERP

Minimized data redundancy

Make informed decisions with real-time data accessibility

Extract client information on the go

Enhanced client experience due to faster resolution of queries and responses

Increased employee productivity due to data consistency

Originally Posted by https://www.greytrix.com/ on 04-11-2022

[erpcrmdaily]

Greytrix's Sage Intacct Consulting Roadmap

Greytrix, a Sage Intacct Development Partner and a Sage Premier Gold Development Partner, has been operating with Sage ecosystem - Business Partners for more than two decades. Businesses can maximize the benefits of Sage Intacct cloud systems by utilizing Greytrix customizable engagement options for Sage Intacct consulting and implementation Services. Sage Intacct promises to eliminate audit concerns with its new standard in cloud accounting solutions and on-cloud capabilities, but if you are still managing your budgets and planning on Excel, you are not alone. It is believed that over 90% of businesses prefer to use Excel for budgeting and planning purposes. The problem with this method is that as the company grows, it becomes increasingly difficult to manage and deliver the required data that a standard budgeting and planning solution can provide out of the box.

        Sage Intacct Integration | GUMU™ Cloud Apps | Greytrix

Sage Intacct is without a doubt the most significant development in accounting solutions to arrive in this decade. As Greytrix has used Sage Intacct since it was acquired by Sage, the Sage Intacct techno-functional expert development and consulting team is well-versed in providing 360° assistance to customers. The techno-functional team aids you with the procedures of implementation, configuration, customization, training, and support. Greytrix Sage Intacct consulting services encompass project planning, analyzing business rules, and designing the solution – including integrations to and from complementing systems. Our wide exposure from various industries, as well as best practices in implementation and methodology, gives us an advantage over other Partners for Sage Intacct configuration and installation. Greytrix strives to provide SMEs and large organizations with rapid tools and simple setup wizards so they may begin using Sage Intacct quickly and at the lowest total cost of ownership.

Greytrix Sage Intacct Consulting Processes and Expertise

Requirement Gathering and Mapping of existing organizational processes

Data Migration and Mapping from legacy systems to Sage Intacct

Financial, Fixed Assets, Inventory configuration, Contract, Distribution

Selection and implementation of Apps from Sage Intacct platforms

Greytrix Sage Intacct Technical Skills and Expertise encompass

Additional Fields, forms or report customization

Integration using Web Services

Salesforce, CRM integration, configuration and customization

Dashboard Designing, Inquiry Screens development

Sage CRM integration, configuration and customization

For more information on Sage Intacct Consulting Services, write to us at [email protected]

Published by https://www.greytrix.com/ on 26-09-2022. 

[erpcrmdaily]

Greytrix- Silver Sponsor of Sage Transform 2022

Visit our Booth K2 to explore our leading range of solutions! Book an appointment: https://www.greytrix.com/sage-transfo... 

Sage Transform 2022 is just a few weeks away. This grandiose event will be held from 10th-14th October 2022. At Sage Transform 2022, Greytrix will be coming as champion app developers. As Sage Partners and silver sponsors of the event, Greytrix has always aimed to help enterprises to leverage the power of Sage Intacct. Having said that, we’re all set to make our presence at Sage Transform in Orlando memorable this year as a silver sponsor.

Our motto at Sage Transform 2022 is also about serving businesses and helping them grow. And it is:  Integrate. Transform. Grow.

Let’s have a look at our whole range of Sage Intacct services

• Development

• App Integrations

• Consulting

• Migration

• Sales Commission App

• BPortaly

[erpcrmdaily]

We feel thrilled and excited as we announce that Sage Transform 2022 is just a few weeks away! This grandiose event will be held from 10th-14th October 2022.

We feel thrilled and excited as we announce that Sage Transform 2022 is just a few weeks away!  This grandiose event will be held from 10th-14th October 2022. Last year, the event was held in a little different way, where attendees were given the option to either be present in person or virtually. But, this year, it is back in its traditional way; the Sage Intacct Community will be available at the venue.

As the event is approaching, everyone is excited to share knowledge, gain valuable insights on different products, and connect with businesses from across the globe. As Sage Partners and silver sponsors of the event, Greytrix has always aimed to help enterprises to leverage the power of Sage Intacct by providing them with the best-in-class solution that works for their betterment. Having said that, we’re all set to make our presence at Sage Transform in Orlando memorable this year.

A Sneak Peek of Sage Transform 2022

This year, Sage Transform is going to be bigger and better in all aspects. It will be an inclusive platform for all the stakeholders, businesses, and customers to come together to be a part of a massive Sage Intacct ERP experience driving innovation and advancements in the tech space. And Greytrix is one of the leading contributors that thrive to provide even better and more effective solutions to businesses with Sage Intacct.

Therefore, at Sage Transform 2022, you can consider Greytrix one of the booths to stop by and have a productive discussion on the different products, solutions, and services that we are bringing at the event.

Our Motto at Sage Transform 2022

Greytrix has always been a one-stop solution for businesses rather than just being another organization offering Sage and Sage Intacct-related services. Our business model revolves around providing top-quality solutions to businesses with a quick turnaround time.

Therefore, our motto at Sage Transform 2022 is also about serving businesses and helping them grow. And it is:

Integrate. Transform. Grow

Here, ‘integration’ stands for our wide range of integrations that serve as the ideal solution for organizations from different verticals and business needs.

Whereas ‘transform’ indicates a real and effective transformation of your business to streamline complex operations and processes through our apps like Bportaly and Sales Commission, our Sage Intacct development services, and our range of integration solutions.

Lastly, ‘grow’ symbolizes the growth of an organization using our meticulously designed products when it chooses to integrate and transform.

What Greytrix Will Be Presenting at Sage Transform?

At Sage Transform 2022, Greytrix will be coming as champion app developers. One of the key services that we’ll focus on is Sage Intacct. We’ve been one of the oldest Sage Development partners in the market with more than 22 years of experience. Greytrix is the one-stop solution for all-around services for Sage Intacct. With that being said, let’s have a look at our whole range of Sage Intacct services.

Development

Sage Intacct development is one of our prime expertise. We help businesses leverage the power of Sage Intacct to move their organization in the right direction. Our offshore development services cover an array of solutions, including platform services, bespoke customization, web API & SDK, Sage Intacct portal, and financial reports, dashboard & BI.

Not just this, we also assist with a full range of Sage Intacct application support including app configuration. Over the years, we’ve also developed new modules for industry-specific Sage Intacct add-ons and customization.

For tailored Sage Intacct development solutions, you can consider Greytrix as we have a deep understanding and experience in Sage Intacct.

As one of the highly-rated Sage Intacct developers, Greytrix will be bringing a range of over 15+ robust Sage Intacct integrations in different domains. In simpler terms, we integrate other third-party apps to Sage Intacct and make it easier for businesses to operate in their respective industry and streamline the complex processes for them. However, there is much more to it, and hence, we recommend you visit our booth and have a detailed discussion on these meticulously-designed solutions. Meanwhile, you can go through our range of Sage Intacct integrations with different third-party apps for different industries.  

CRM (Sage CRM, Salesforce, and Dynamics 365 CRM)

E-commerce (Shopify, Magento, and WooCommerce)

Payment & AP Automation (Checkbook and MediusGo)

File Transfer (Blackline & FTP/SFTP)

Cannabis Commerce Platform (Treez)

Tax Compliance (Avalara)

POS (ConnectPOS)

Customer Portal

Other Apps (Rent Manager, Oanda, and Rev.io)

System with APIs

Our integration services are well-supported by our champion integrator, GUMU™. For the information, it is a cloud-based integration platform that makes the integration quick and seamless between Sage Intacct and the third-party app. Besides, one of the best things about GUMU™ is that it is a one-click integration platform, which means one doesn’t have to perform coding to ensure integration.

Consulting

Greytrix takes pride in announcing that it is also now a prominent Sage Implementation Partner. We have competent tech experts that are proficient in delivering all-around assistance to Sage Intacct customers through direct end users, Sage Business partners, and system integrators.

We’re certified Sage consultants, and serve in different business domains such as finance, professional services, SaaS services, distribution, multi-entity, global consolidation, and Indian localization (GST and legislation compliance).

From SMEs to large organizations, we understand the objectives of any business and create the road map to seamless Sage Intacct implementation. In addition, we assist in assessing business rules and configuring the solution and project planning.

Migration

We understand that data migration is a complex yet important part of IT operations in every organization. Thus, over the years, we’ve also come out as a reputed leader in offering effective data migration services. We are known to provide clean and data-rich Sage Intacct migration solutions to businesses.

For that, we follow a process that includes the best methodologies and practices for planning, designing, migrating, validating data migration. You can rest assured as we follow a systematic approach for migrating or transferring data from ERP systems to Sage Intacct system.

Whether you want to migrate to Sage Intacct from Sage 300, Sage 100, Sage 50, QuickBooks, or Acumatica, we have got you covered for all.

Apart from the robust Sage Intacct ERP, we also bring two of our in-house leading solutions; Sales Commission App and BPortaly.

Sales Commission App

At the Sage Transform conference, Greytrix will also be presenting its own native application, Sales Commission. The app is built on the Intacct platform as an ideal solution for businesses to generate error-free calculations or commissions.

Not just this, the Sales Commission app also facilitates better business visibility aiding growth as it manages complete commission processes. Not just this, Sales Commission for Sage Intacct also ensures automation of calculation and adjustments of transactions and invoices. As a result, it reduces the scope of errors. Besides, businesses can also automate and render commission payments on time. And all of that can be tracked through an intuitive dashboard and detailed reports.

BPortaly

As we call it a complete package solution, Bportaly is another Greytrix application to help businesses to create a meaningful client experience. The app not just only provides businesses with the needed help to streamline sales, vendor, and customer-related operations, but also facilitates the automation of complex processes for businesses.

Under Bportaly, there are different apps for business partners; one of which is Customer Portal. Under this app, customers are given a number of options and features to make the whole buying experience smooth and seamless. They can track orders, get product details, ask for quotes on desired products, view their purchase history, and even explore many displayed products.

Running on crunch time? Well, fret not, we’ve got you covered! All the crucial information on Sage Transform 2022 is also included in this short video. Check it out and you’ll be good to go!

Meet Our Team

At Sage Transform 2022, two of our thought-leaders highly experienced techno-functional experts and quick-thinking minds, will be representing Greytrix. So, visit our booth and make it an interesting and an insightful session interacting with our team and engaging with our products. Also, make sure to get the best possible solution for your business.

With an opportunity to be a part of multiple sessions and workshops, along with getting significant industry insights and meeting skilled experts from different industries, Sage Transform 2022 is definitely going to be a promising event. So, come and join us in Orlando to witness the futuristic innovation in tech space.

Click here to book an appointment to fix your slot and meet us at the K2 booth.

Let’s together brew some interesting tech-specific discussions!

Originally posted: https://www.greytrix.com/blogs/sageintacct/2022/09/07/sage-transform-2022-insight-into-what-to-expect-from-greytrix/

[erpcrmdaily]

Utilize enterprise real-time data for better consumer insights with Salesforce - Sage 300 connection | Greytrix

Businesses today need to adapt to changing customer expectations. For businesses to stay ahead of the competition, delivering a superior customer experience is a must rather than a choice. But the question that the majority of industries are having trouble answering is how to accomplish this.

The Salesforce platform and Sage 300 - ERP serve as the foundation of an organization's IT ecosystem. Sage 300 - ERP maintains the backend data, including accounting, shipping information, financial data, supply chain management information, and billing data, while Salesforce manages important customer data, prospects, and sales pipelines. Workflow in the firm, however, is hampered by the difficulty of data visibility across verticals as a result of their siloed operations.

The two business systems are integrated by Greytrix using its GUMU™ connector , releasing the full potential of a unified system. Businesses may examine data from Salesforce and Sage 300 in both directions in real time with GUMUTM integration, which also links and unlinks accounts between the two software solutions and offers secure data access with authorization control.

With the help of GUMU™ , businesses can integrate their financial, accounting, payroll, and customer data into one system. such that anyone, anywhere, at any time, can access the information using any device.

Check out our webcast on Salesforce integration with Sage 300 to learn more about the advantages of integration and how GUMU™ enables businesses to combine their customer information, accounting, payroll, and financial data into one system.

***One would be able to see the “Truly, Delete All” and “Renew” option after installing an additional Chrome Plug-in***

Originally Published by https://www.greytrix.com/ on 24-08-2022.

[erpcrmdaily]

GUMU™ for Acumatica Cloud ERP

Acumatica is a future-proof solution with smart workflows, seamless collaboration options and AI-powered automation that drives efficiency. It is an industry-focused solution that monitors core business modules like finance, marketing, sales, IT and operations. Watch the video to know more.

Check now- https://www.greytrix.com/acumatica/ 

Greytrix provides end-to-end services to Acumatica for development, customizations and integration with third-party apps via GUMU™ connector. This SaaS integrator enables seamless integration of Acumatica with CRM systems(MS Dynamics 365 CRM), E-commerce (Magento & Shopify), apps (Checkbooks.io) and will expand to include many more systems in future.

GUMU™ enables on-demand or scheduled data synchronization between the two systems leading to a unified view of data and streamlined processes.

Our Integration Solutions:

Dynamics 365 CRM – Acumatica Integration

Acumatica – Shopify Integration

Acumatica – Magento Integration

Acumatica – Checkbook.io Integration

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GUMU™ Integrations and Migrations

Greytrix is one of Sage's largest Development and Integration Partners, providing Sage ERP and CRM needs worldwide with 22+ years of association and 350+ business partners worldwide.

GUMU™ - the de facto integrator is well-crafted by Greytrix to ensure seamless integration between ERP with CRM, Third-Party apps and Cloud-based systems. We offer end-to-end support for your pre-sales technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation expertise.

Check GUMU™ Integrations- (https://gumu.greytrix.com/)

- Sage Intacct Integrations (https://gumu.greytrix.com/apps/sage-intacct-integration) GUMU™ powers 15+ Sage Intacct Integrations with various systems like payments, CRM, Tax compliance, E-commerce, AP automation, cloud storage systems etc. • Salesforce and Sage Intacct Integration • Sage CRM and Sage Intacct Integration • Microsoft Dynamics 365 CRM and Sage Intacct Integration • Sage Intacct and MediusGo Integration (AP Automation) • Sage Intacct and Shopify Integration • Sage Intacct and Treez Integration • Sage Intacct and Magento Integration • Sage Intacct and Avalara Integration • Sage Intacct and Checkbooks Integration • Sage Intacct and Rev.io. Integration • Sage Intacct and Blackline Integration • Sage Intacct and FTP/SFTP Integration • Sage Intacct and Rent Manager Integration

- Salesforce Integrations (https://www.greytrix.com/product/gumu/salesforce-sage-erp-integration) Greytrix brings an impeccable integration of Salesforce - Sage ERP powered by its native cloud connector platform, GUMU™. • Salesforce and Sage X3 Integration • Salesforce and Sage 100 Integration • Salesforce and Sage 300 Integration

- Sage X3 Integrations • Salesforce and Sage X3 Integration • Dynamics 365 CRM and Sage X3 Integration • Sage CRM and Sage X3 Integration • Sage X3 and Shopify Integration • Sage X3 and Magento Integration

- Acumatica Integrations: • Dynamics CRM and Acumatica Integration • Acumatica and Checkbooks.i.o Integration • Acumatica and Magento Integration • Acumatica and Shopify Integration

- Sage 100 Integrations: • Salesforce and Sage 100 Integration • Dynamics 365 CRM and Sage 100 Integration • Sage CRM and Sage 100 Integration • Sage 100 and Shopify Integration

- Data Migration

- BPortaly Partner Portal