#gumuconnector

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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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Sage Intacct Integration and How it is Changing the Face of Accounting? | Greytrix

Sage Intacct is an AICPA certified #1 cloud-based ERP accounting solution that has helped enterprises grow from start-ups to technology giants. It has been beneficial in providing real-time financial and operational insights as well as the ability to automate critical processes. It delivers the automation and controls around billing, accounting and reporting that finance needs to reduce errors, stay audit-ready and scale the business.

The Need for Sage Intacct Connector

The requirement for worked on bookkeeping presented through Sage Intacct incorporation can be better perceived from people who have gone through hours merging reports. Sage Intacct improves and robotizes fundamental accounting assignments, giving ongoing business experiences in a hurry. For a more intelligent business approach, Sage Intacct integration ought to be taken on as it smoothes out processes and diminishes endeavors. It permits endeavors to pick applications in light of utilitarian necessities as opposed to on the mix concerns.

Available on Sage Intacct Marketplace!

The integrated benefit of Sage Intacct and Sage CRM The GUMU™ information trade system given by Greytrix works with quick information development between Sage Intacct and Sage CRM. The potential incorporation helps in defeating the difficulties looked by storehouses in Sales and Finance groups. A portion of the key integration advantages can be recorded as under:

360-degree view of customer data provides a complete overview of the information right from the prospect, to sales and support and finance to accounting, together these systems provide complete visibility into your customers’ needs, purchase habits, order history, preferences and outstanding accounts etc.

Information within attention span empowers employees with the ability to convert leads faster and efficiently

Manage data consistency and avoid data duplication across back office and front office for a holistic business process and reduced efforts in rectifying errors.

Enhanced productivity through streamlining processes and automating workflow with just one-click to import any entity from Sage Intacct to Sage CRM.

Link/Unlink existing Sage CRM customers with Sage Intacct ERP data seamlessly.

Real-time Promotion of Sage CRM Company as Sage Intacct Customer and vice-versa. The master data of companies such as Sales Order, Invoice and Quotes can be viewed on user-friendly Sage CRM tabs for individual customers.

Data access on portable devices ensures that your business stays on an always-on mode.

Multi-company integration ensures the data related to multiple companies in Sage Intacct is accessed through a single instance in Sage CRM.

Sales Commission module offered by Greytrix, is an add-on for Sage Intacct, through which users can setup commission rules and automate commission calculations on sales transactions.

The With Greytrix north of twenty years of involvement working with GUMU™ integrated Sage ERP - CRM arrangements, it has become one of the undisputed innovators in giving Sage Intacct integration. Being #1 Sage CRM Development Partner and as of late perceived as the Sage Intacct Development Partner, we value ERP - CRM centered formative ranges of abilities. Our techno-practical group has a demonstrated methodology and experience on working with the turn of events, incorporation and execution of Sage CRM utilizing Sage CRM SDK, Sage CRM .NET API, Sage CRM Web Services alongside Sage Intacct Web Services. Greytrix a-list administrations for Sage Intacct like seaward turn of events, customization, and counseling are delivered in speedy time required to circle back to help estimating and vital decision making for your business. Sage Intacct Development and execution administrations offer master support administrations to upgrade Sage Intacct arrangement as per the undertaking needs.

Does the cloud ERP arrangement and Sage CRM integration fuel your advantage? Are you contemplating integrating your Sage CRM - Sage Intacct, however feel a little doubtful or concerns, we're here to help!

For more information on Sage Business Cloud Solutions, please contact us at [email protected]. We will be glad to assist you.

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Integrate and Import CSV, Excel, text, XML files from Sage Intacct into Blackline SFTP and support various accounting processes, ensuring compliance and reporting to stakeholders without APIs. The GUMU™ Sage Intacct connector provides real-time visibility into the status and accuracy of your close and saves IT resources from creating labour-intensive ad hoc solutions to emerging challenges. It imports several CSV files directly or imports one CSV file to many related objects, using various string and numeric expressions for mapping, etc.