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GUMU™ for Salesforce - SAGE ERP Integration

Real-time Integration of ERP Customers, Orders, Invoices, Payments etc.

Overview

GUMU™ for Salesforce to Sage (Intacct/X3/300/100 US) Integration is natively built on Salesforce. Users can create orders that feed into Sage AND view Real-Time ERP Data - like Invoices, Orders, Inventory, and more all without requiring a Sage license.

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See How GUMU™ for Salesforce - SAGE ERP Integration Works

  • GUMU™ Standard Features: - Bi-directional - Multi company integration - Promote Accounts from Salesforce to Sage - Create Quotes and Orders that leverage Sage inventory and pricing - Link and unlink Customers - View sync status of import data in real-time

  • View Sage Data in Real-Time: - Pricing and Product inquiry - Inventory status - Customer Details - Orders - Invoices - Customer statistics like Credit Limit, YTD Sales, days since last order

  • GUMU™ Benefits: - Users can access Sage info without direct access to Sage - Streamlines order processing - Unified data across systems - Flexible configuration - Agent GUMU™ included - Customizable framework, most all tables and fields from Sage can sync

Reports & Dashboards using Einstein analysis - - Einstein Analytics, native to SF, converts complex data into insights - Using insights, generate reports, dashboards, and forecast sales Using the new GUMU™ console – - View all logs on a single screen - Get timely updates on import routine - Alert users on connection failure/schema changes Multi-device compatibility - - Get insights anytime, anywhere through Salesforce Mobile App. - Get a holistic view of transaction status, billing, and payments - Respond to queries in a shorter turnaround time Standard Salesforce Opportunity - GUMU™ supports the standard Salesforce workflow - Create opportunities with quote items, convert them to orders and promote them to ERP - GUMU™ allows users to get price defined in SF and promote Quote to ERP - Get pricing directly from ERP rather than maintaining complex records in SF Add-ons for other entities - Add-ons for entities like Vendors, Remit-to-address, and Purchase Order - Use the Sales Invoice add-on to promote Invoices - Connect Salesforce objects with ERP-exclusive tools through the GUMU™ add-on.

Categories

Business Needs
Sales
Enterprise Resource Planning
Integration
Industries
Financial Services
Manufacturing
Travel, Transportation, & Hospitality
Personas
Data Analyst
Executive
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder
Salesforce Mobile

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