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If you're seeking the best Sage Intacct consulting and implementation partner, Greytrix is the place to be! As a reputable Sage Intacct Consultant, we provide comprehensive advice and implementation services. Our video provides a full summary of our Consulting service, emphasizing how our talents as a Sage Intacct Consultant may benefit your organization substantially.

For more, refer to - https://gtstaging.greytrix.com/sage-intacct/consulting/

Read more on- https://gtstaging.greytrix.com/blogs/sageintacct/2023/03/29/unlocking-the-power-of-sage-intacct-with-greytrix-your-trusted-implementation-consultation-partner/

Stay connected :
Website- https://gtstaging.greytrix.com
LinkedIn- https://www.linkedin.com/company/greytrix
Facebook- https://www.facebook.com/Greytrix
Twitter- https://twitter.com/greytrix

Timestamp
00:00 Introduction
00:10 Greytrix Sage Intacct Consultation
00:54 Intacct Consulting Industries of Greytrix
00:14 Implementation Process
01:34 Intacct Challenges and Solutions
01:56 Schedule a demo

#SageIntacct #IntacctConsulting #greytrix #consulting #ERP #erpconsultant #intacctconsultant

If you're seeking for the best Sage Intacct consulting and implementation partner, Greytrix is the place to be! As a reputable Sage Intacct Consultant, we provide comprehensive advice and implementation services. Our video provides a full summary of our Consulting service, emphasizing how our talents as a Sage Intacct Consultant may benefit your organization substantially.

For more refer- https://gtstaging.greytrix.com/product/professional-services/sage-intacct-consulting-services

Read more on- https://gtstaging.greytrix.com/blogs/sageintacct/2023/03/29/unlocking-the-power-of-sage-intacct-with-greytrix-your-trusted-implementation-consultation-partner/

Website- https://gtstaging.greytrix.com
LinkedIn- https://www.linkedin.com/company/greytrix
Facebook- https://www.facebook.com/Greytrix
Twitter- https://twitter.com/greytrix

Timestamp
00:00 Introduction
00:10 Greytrix Sage Intacct Consultation
00:54 Intacct Consulting Industries of Greytrix
00:14 Implementation Process
01:34 Intacct Challenges and Solutions
01:56 Schedule a demo

#SageIntacct #IntacctConsulting #greytrix #consulting #ERP #erpconsultant #intacct

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YouTube Video UEx0YkJQQmZGenZGRDZnTmprRC1KaW5BckJlTk5WT0RVUS40NzZCMERDMjVEN0RFRThB

Sage Intacct Consulting | Greytrix

Greytrix July 5, 2023 10:30 am

GUMU™ for Sage Intacct – Avalara integration is a robust tax compliance solution that helps calculate rates, prepare returns and manage exemption certificates. It verifies addresses and the subsequent tax imposed accurately.
Check now- https://gumu.greytrix.com/apps/sage-intacct-integration

Benefits/Features-
• Fast-paced system
• Easy remittance and filing
• Central Data repository
• Automated Scheduler Data Synchronization:

TIMESTAMPS

00:00 Need of Sage Intacct – Avalara Integration
00:35 Benefits
00:47 AvaTax for Sage Intacct Integration
00:53 Greytrix experience
01:08 Schedule a demo

#SageIntacct #GUMU #Integration

YouTube Video UEx0YkJQQmZGenZGRDZnTmprRC1KaW5BckJlTk5WT0RVUS45NDk1REZENzhEMzU5MDQz

GUMU™ for Sage Intacct – Avalara Integration

Greytrix June 20, 2022 8:57 am

GUMU™, the unique system integrator by Greytrix, introduces the Sage Intacct – MediusGo Integration for enterprises to simplify and automate their payment modules. Modern businesses with complicated systems can take advantage of this integration to bring together key business modules to get streamlined and efficient workflows.

MediusGo – The digitized way of processing AP!
Accounts payable involves various levels of manual intervention, making it tedious and time-consuming. Automated systems can reduce redundant processes, saving on manual labour and thus improving efficiency. MediusGo is a digitized accounts payable system that helps process invoices, streamline workflows, generate reports and automate payments while giving complete authority to the user to approve or decline transactions, thus ensuring safety.

• Improves productivity
• Dynamic reports
• Automate information collection

Their integration brings in a class of benefits:
• Multi-tenancy
• Get a single view at data
• Integrate Purchase module
• Supports Multi-currency

Integrate the two robust systems to promote Entities like:
• G/L Account
• Vendors
• Dimensions
• Purchase Orders
• Invoices
• Receipts
• Products

The GUMU™ for Sage Intacct – MediusGo is a revolutionary solution that brings two intelligent cloud-based solutions for modern businesses. This integration opens doors to more opportunities by boosting your enterprise’s potential and helps deliver accelerated results. Give your organization the much awaited digital transformation today!

Want to learn more? Visit https://gumu.greytrix.com/ or email us at gumucloud@greytrix.com

TIMESTAMPS

00:00 Challenges in cloud-based system
00:17 What is MediusGo?
00:33 What is Sage Intacct?
00:50 Promote Entities
00:56 Benefits of Sage Intacct – MediusGo Integration

#GUMU #SageIntacct #MediusGo

YouTube Video UEx0YkJQQmZGenZGRDZnTmprRC1KaW5BckJlTk5WT0RVUS5GNjNDRDREMDQxOThCMDQ2

GUMU™ for Sage Intacct – MediusGo Integration

Greytrix March 15, 2022 1:07 pm

Sage Intacct and Rent Manager integration provide property management companies functionalities like quick reporting on financial and operational data using Sage Intacct web services. Completely automate the recording of accounting transactions without the involvement of external resources through the same platform allowing real-time data sharing and processing.
Read More: https://gumu.greytrix.com/connectors/sage-intacct-rent-manager-integration

Features of Sage Intacct Integration with Rent Manager:
• Cloud integration
• Security control
• Improved business productivity
• Easy synchronization of data on demand and scheduling
• Flexible and scalable solution

Want to learn more? Visit gumu.greytrix.com or email us at gumucloud@greytrix.com

Timestamp
00:00 Introduction
00:12 Automatic Synchronization of Data
00:26 Cloud Integration
00:47 Flexible and Scalable Solution
01:04 Schedule a Demo

#integration #SageIntacct #RentManager #GUMU

YouTube Video UEx0YkJQQmZGenZGRDZnTmprRC1KaW5BckJlTk5WT0RVUS41NkI0NEY2RDEwNTU3Q0M2

GUMU™ for Sage Intacct – Rent Manager Integration

Greytrix October 29, 2021 10:13 am

Sage Intacct – FTP/ SFTP connector allows users to easily import external files in formats such as csv, excel, text, xml into Sage Intacct.
Read More- https://gumu.greytrix.com/connectors/sage-intacct-ftp-sftp-data-integration

The GUMU™ integration engine can supports creating and updating of various data entities such as Customers, Invoices, Bills, Payments, other receipts etc. Users can take advantage of these predefined data entities and seamlessly import external data into Sage Intacct as per their requirement. The integration also supports external systems which don’t have API’s. Text files produced by these systems can be placed on FTP/SFTP which are seamlessly imported into Sage Intacct.

To learn more about the product visit https://gumu.greytrix.com/

#GUMU #Integration #SageIntacct

YouTube Video UEx0YkJQQmZGenZGRDZnTmprRC1KaW5BckJlTk5WT0RVUS4yODlGNEE0NkRGMEEzMEQy

GUMU™ for Sage Intacct – FTP/SFTP Integration

Greytrix November 29, 2021 1:09 pm

Integrate with a powerful telecom billing & customer management software and the world’s leading AICPA certified financial management ERP Sage Intacct for facilitating bank reconciliations and monthly revenue posting processes. Read More: https://gumu.greytrix.com/connectors/sage-intacct-revio-integration

Features / Benefits:
• Data Scheduling
• Minimize Errors Easy
• Bank Reconciliations
• Handling Data during Promotion
• Syncing of Rev.io Object to Sage Intacct Entity Field
• Manage Transactions
• Handy Reports and Dashboards

Visit gumu.greytrix.com to know more or contact us at gumucloud@greytrix.com

YouTube Video UEx0YkJQQmZGenZGRDZnTmprRC1KaW5BckJlTk5WT0RVUS4wMTcyMDhGQUE4NTIzM0Y5

GUMU™ for Sage Intacct – Rev io Integration

Greytrix November 29, 2021 1:09 pm

Allow the bi-directional flow of inventory, payment & shipping information, web orders, and web customer details that are integrated into the Sage ERP system with the seamless Sage Intacct and Magento connector to tap the power of your eCommerce industry. Read More- https://gumu.greytrix.com/connectors/sage-intacct-magento-integration

Up-to-date data about orders, pricing details, inventory, shipping, etc reduce eCommerce operational costs and increase online sales. Leverage the benefits of customer-specific pricing, scheduled data synchronization, quick fulfillment of orders, info update of products such as descriptions, pricing, and images, and multi-tenancy with the Sage Intacct – Magento integration connector.

Have questions? Visit https://gumu.greytrix.com/ to know more or contact us at gumucloud@greytrix.com

#sageintacct #magento #Integration #accounting #ecommerce #magentoecommerce

YouTube Video UEx0YkJQQmZGenZGRDZnTmprRC1KaW5BckJlTk5WT0RVUS41MjE1MkI0OTQ2QzJGNzNG

GUMU™ for Sage Intacct – Magento Integration

Greytrix November 25, 2021 2:05 pm

With Sage Intacct and Treez integration, we can automate the recording of accounting transactions into Sage Intacct. The cannabis retail platform Treez with best-in-class Point-of-Sale, Integrated Payments, and Data Insights streamlines transactions, sales, payment, refund, and rounding as summarized in GL entry in Sage Intacct.

Click here to know all Sage Intacct Integrations- https://gumu.greytrix.com/connectors/sage-intacct-treez-integration

Features / Benefits of Sage Intacct Treez Integration:
Integrated General Ledger-
Automate recording of revenue and payment entries into Sage Intacct. Entries are posted to desired GL accounts and dimensions.

Data Accuracy and Reconciliation-
Accurately record sales, returns, payments, and refunds. This minimizes errors and assists reconciliation.

Seamless Integration-
Sage Intacct and Treez.io are seamlessly integrated using the GUMU™ Cloud framework. The powerful combination provides real-time data processing with efficiency and accuracy.

Timestamp

00:00 Introduction
00:35 GUMU™ for Sage Intacct – Treez Integration
00:43 Integrated General Ledger
00:51 Data Accuracy and Reconciliation
01:34 Reach us

YouTube Video UEx0YkJQQmZGenZGRDZnTmprRC1KaW5BckJlTk5WT0RVUS4wOTA3OTZBNzVEMTUzOTMy

GUMU™ for Sage Intacct – Treez Integration

Greytrix November 10, 2021 9:47 am

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.
Read More: https://gumu.greytrix.com/connectors/sage-intacct-blackline-data-integration

Features of GUMU™ for Sage Intacct – Blackline Integration
• Easy implementation
• Seamless data flow
• Multi-tenancy
• Increased employee productivity

TIMESTAMPS

00:00 Introduction
00:34 Reasons to Choose GUMU™ Integration
00:52 Features of Sage Intacct Blackline Integration
01:19 Reach Us for Demo!

#SageIntacct #GUMU #Blackline

YouTube Video UEx0YkJQQmZGenZGRDZnTmprRC1KaW5BckJlTk5WT0RVUS4xMkVGQjNCMUM1N0RFNEUx

GUMU™ for Sage Intacct – Blackline SFTP Integration

Greytrix October 27, 2021 7:06 am

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Are you ready to launch the future of your business with Greytrix’s expert Consulting Services for Acumatica? Develop the right solution with our expert guidance and make it work for you! We do everything under the sun for Acumatica beginning from customizations to application integrations, custom app development, and migration from legacy systems. For more details, reach out to us at acumatica@greytrix.com or 1 888 221 6661.

Learn more on: https://gtstaging.greytrix.com/blogs/acumatica/2023/06/12/navigating-acumatica-implementation-consulting-with-greytrix/

Timestamp
00:00 Introduction
00:08 ERP & CRM Specialist
00:39 Acumatica Implementation Process
01:00 Acumatica Consulting Industries of Greytrix
01:11 ERP Consulting Services
01:22 Acumatica AMS Services
01:41 Schedule a demo

#Acumatica #acumaticaerp #ERP #consulting #implementation #greytrix #clouderp

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Acumatica Consulting l Greytrix – A Single-stop Solution

Greytrix July 12, 2023 11:14 am

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.

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

Greytrix provides end-to-end services to Acumatica for development, customizations, and integration with third-party apps via the GUMU™ connector. This SaaS integrator enables seamless integration of Acumatica with CRM systems(MS Dynamics 365 CRM), E-commerce (Magento & Shopify), and other apps and will expand to include many more systems in the future. GUMU™ enables on-demand or scheduled data synchronization between the two systems leading to a unified view of data and streamlined processes.

Watch the video to know more.

00:00 What GUMU™ Integrator does?
00:28 GUMU™ Microservices
00:54 Acumatica Integrations
01:05 What GUMU™ supports?
01:19 GUMU™ Migration services
01:52 Schedule a demo

#Acumatica #AcumaticaERP #clouderp #Integration #cloudapp #migration #gumu #Greytrix

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GUMU™ for Acumatica Cloud ERP

Greytrix January 25, 2023 11:29 am

Do you want to trigger payments on time, minimize manual signature issues, and streamline check maintenance? Then Greytrix's Acumatica – Checkbook Integration is an excellent choice as it offers instant and secured exchange of digital checks effortlessly. This paperless payment solution for Acumatica – the robust cloud ERP, enables easy payment tracking by reducing additional costs and errors.
Check now- https://gtstaging.greytrix.com/product/acumatica/checkbook-integration

For more information: https://gtstaging.greytrix.com/acumatica/

Features / Benefits-
• Improves Payment Management
• Make payments in a breeze
• Automate Banking Transactions
• Secured Payment Solution
• Easier ACH Payments

00:00 Introduction
00:14 What Greytrix brings?
00:21 About Greytrix
00:37 Integrate entities like
00:46 How integration help your enterprise?
01:06 Schedule a demo

#acumatica #acumaticaerp #checkbook #acumaticasummit #integration

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Acumatica – Checkbook Integration | Greytrix

Greytrix January 18, 2023 11:50 am

GUMU™ Integration of Acumatica and Magento (Adobe Commerce) ensures seamless flow of entities like customer details, product information, orders and inventory.
Read More – https://gumu.greytrix.com/connectors/acumatica-cloud-erp-magento-integration

Features / Benefits:

– Product Info Update
– Seamless Data Transfer
– Centralized Data System
– Better customer engagement
– Improved forecasting

TIMESTAMPS

00:00 Need of Acumatica – Magento Integration
00:21 What is Acumatica?
00:31 What is Magento?
00:41 Benefits of powerful ERP and eCommerce integration

#GUMU #integration #acumatica #acumaticaerp #solution #ecommerce #magento

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GUMU™ for Acumatica – Magento Integration

Greytrix June 16, 2022 12:13 pm

GUMU™ brings the Acumatica and Shopify integration that enables seamless synchronization of entities like inventory, stock, customers, and product details. It helps manage key processes and ensures the smooth functioning of your e-commerce.
Read more- https://gumu.greytrix.com/connectors/acumatica-cloud-erp-shopify-integration

Features / Benefits
– Save on operational expenses
– Supports multi-store Integration
– Enhanced forecasting
– Customer Experience
– Better collaboration
– Get a complete customer profile

Request a demo now- gtstaging.greytrix.com/contactus

TIMESTAMPS

00:00 Business Management Issues
00:37 Features of Acumatica and Shopify Integration
00:48 Entity Integration
00:56 Perks of the integration
01:07 Complete view of customer portfolio
01:38 Scheule a demo

#Acumatica #Shopify #AcumaticaIntegration #AcumaticaShopifyIntegration

YouTube Video UEx0YkJQQmZGenZGRGZ4dUdsclZja2tCM1YwMHN2b3AzUy4wOTA3OTZBNzVEMTUzOTMy

GUMU™ for Acumatica – Shopify Integration

Greytrix June 20, 2022 7:15 am

Looking to enhance customer retention and experience? Look no further! GUMU™ for Salesforce – Acumatica integration offers the perfect solution. Dive into our video to discover everything you need to know about this seamless integration. Streamline your processes, boost productivity, and elevate your customer satisfaction to new heights. Don't miss out—watch now!

For more details –
Call us at – 1 888 221 666
or write to us at na.sales@greytrix.com

Stay connected:
Website-https://gtstaging.greytrix.com/salesforce/acumatica-integration/
Facebook-https://www.facebook.com/Greytrix/
Linkedin-https://www.linkedin.com/company/greytrix
Youtube-https://www.youtube.com/greytrixsage
Twitter-https://twitter.com/greytrix/

#Salesforce #Acumatica #integration #GUMU #Greytrix #acumaticaintegration #salesforceintegration #salesforce

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GUMU™ for Salesforce – Acumatica integration

Greytrix May 16, 2024 11:54 am

Acumatica VAR partners, it’s time to prioritize profitability and business growth! Greytrix empowers you to focus on what matters—boosting your bottom line and scaling your operations—while we handle the technical complexities.

🌟 Why Choose Greytrix?
✔ Increase profitability without raising overhead.
✔ Scale your offerings without expanding your team.
✔ Deliver exceptional services with tailored support and consulting.
✔ Access specialized services like Implementation, Development, and Application Management.

Join the many VAR partners who trust Greytrix to drive success and build lasting client relationships. Let’s grow your business together!
📧 Connect with Us Today:
🌐 gtstaging.greytrix.com
📩 na.sales@greytrix.com
📞 +1 888 221 6661

#Greytrix #Acumatica #VARPartners #ProfitAndScale #BusinessGrowth

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Focus on Profit & Scale Your Business: Solutions for Acumatica VAR Partners

Greytrix November 27, 2024 1:54 pm

Revolutionize your healthcare with Acumatica ERP!

Say goodbye to the scattered data, billing headaches, and inventory chaos with Acumatica. As a comprehensive, cloud-based software, Acumatica simplifies your patient care, management, accounting processes, and inventory management and delivers real-time insights – all designed to keep your focus on your patient. Here’s the video that talks about the role of Acumatica in the healthcare business and how it helps you take your healthcare business to the next level.

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Acumatica The Best ERP Solution for Your Healthcare Business

Greytrix December 23, 2024 12:15 pm

Running a retail business shouldn’t feel like juggling a dozen platforms at once. Say hello to Acumatica ERP, your all-in-one solution for managing inventory, sales, and finances with ease. With seamless eCommerce integration, you can connect platforms like Amazon, Shopify, and BigCommerce while keeping everything updated in real-time.

No more stockouts or messy inventory—Acumatica gives you complete control with automated tracking and instant order updates. Plus, its next-gen POS system speeds up in-store transactions, reducing errors and making payments effortless. Less manual work, more business growth!
Watch now to see how Acumatica transforms retail management and takes your business to the next level. Ready to upgrade?

Visit gtstaging.greytrix.com today!

#acumatica #acumaticaerp #retailmanagement #retailbusiness

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Revolutionize Your Retail Business with Acumatica ERP

Greytrix March 21, 2025 11:19 am

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Struggling with supply chain chaos? In this video, discover how Salesforce AI and automation, when implemented by the right consultant, can transform your supply chain operations. From integrating your ERP, WMS, TMS, and CRM to building custom workflows, enabling AI-powered forecasting, and ensuring compliance across regions, the video covers the real challenges and how expert consulting solves them.

#salesforce #salesforcecrm #crm #salesforcesuppychain
#supplychainmanagement #salesforceai

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How Salesforce AI & Automation is Revolutionizing Supply Chain Management

Greytrix July 14, 2025 11:00 am

What makes Salesforce CRM a strong fit for the Oil & Gas sector?

Join us in an insightful conversation with Abdul Salam, Program Manager, as he explores how Salesforce CRM improves backend operations, simplifies workflows, and increases overall efficiency for leading Oil & Gas companies.
Looking to improve productivity and make your Oil & Gas processes more effective?

Book a quick call with our experts ( https://outlook.office365.com/book/LetsbookaCoffeeTime@greytrix.com/?ismsaljsauthenabled=true) and get your questions answered on the spot.
Follow us on social media to stay updated with the latest insights and solutions:

LinkedIn – https://www.linkedin.com/company/greytrix/
Blogs – https://gtstaging.greytrix.com/blogs/salesforce/
Website – https://gtstaging.greytrix.com/salesforce-cloud-services/
(Salesforce Oil and Gas, Salesforce in Oil and Gas Industry, Salesforce CRM for Oil and Gas, Oil and Gas Solutions, CRM for Oil and Gas.)

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Salesforce CRM – A Powerful Solution for the Oil & Gas Industry

Greytrix July 9, 2025 12:16 pm

The oil & gas industry is evolving, and Salesforce is leading the transformation.

In this video, discover how Salesforce empowers oil & gas businesses to streamline operations, enhance field service management, strengthen stakeholder relationships, and simplify ESG compliance. From predictive maintenance to AI-powered insights, this is your guide to making smarter, faster decisions in a high-stakes industry.

Whether you’re operating in upstream, midstream, or downstream, Salesforce helps you stay ahead of the curve.

So, are you ready to transform your oil & gas business? Watch the video and explore your possibilities.

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Revolutionizing Oil & Gas Business with AI & CRM | Powered by Salesforce

Greytrix June 20, 2025 12:00 pm

At a crossroads, wondering if Salesforce is still the right CRM for your business? Or how Salesforce consulting services can help your industry?
In this episode, our VP, Dhiraj Singh, answers some of the most asked questions around Salesforce's relevance today. Tune in to uncover a goldmine of insights, including:
• Emerging trends in Salesforce consulting & integration
• Role of AI & automation in Salesforce
• Industry-specific Salesforce solutions
• Which industries can benefit the most from Salesforce adoption

Ready to explore Salesforce for your business? Book a personalized demo:
US / Canada – https://calendly.com/dan-cousins/
Other Regions –https://outlook.office365.com/book/LetsbookaCoffeeTime@greytrix.com/

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Is Salesforce the right choice for your business? Reasons to choose it in 2025

Greytrix May 20, 2025 12:25 pm

Discover how we helped PetPawsRx streamline their operations by seamlessly integrating Salesforce, Sage 300 ERP, and their SF webstore. This case study highlights how we automated order syncing—eliminating manual processes and ensuring real-time data flow between systems.
Watch this quick visual tour to see how we transformed their workflow!

Want to optimize your own business processes?
Schedule a call:
Global: Book a Meeting https://outlook.office365.com/book/LetsbookaCoffeeTime@greytrix.com/
US: Connect with Dan Cousins- https://calendly.com/dan-cousins

#Salesforce #Sage300 #ERPIntegration #ClientSuccess #CaseStudy #SFWebstore #petpaws

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How we synced Salesforce Webstore and Sage 300 For PetPawsRx I Client Success

Greytrix March 24, 2025 4:19 am

Discover how Freedom Packaging streamlined its entire manufacturing operations with GUMU™ for Salesforce - Sage ERP integration. By seamlessly connecting Salesforce with their backend systems, Freedom Packaging now has real-time access to critical business data—sales, customers, inventory, and orders—all in one place. This powerful integration also enabled:

- Smarter, data-driven decision making
- Streamlined customer management
- Faster and more agile workflows
- Better buying decisions for customers

Watch the video for more!

TIMESTAMP:

00:00 Introduction
00:11 About Freedom Packaging
00:46 Features That GUMU Offers

#salesforcecrm #salesforce #manufacturing #technology #erpformanufacturingindustry #inventorymanagement #greytrix

This video is private.

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Inside Freedom Packaging’s Salesforce Journey to a Smarter Manufacturing | Case Study

Greytrix June 16, 2025 12:32 pm

In this video, we take a closer look at the evolving needs of financial institutions in 2025 and beyond, from rising customer expectations to increasing regulatory demands.

The video highlights what it really means for financial services businesses to make Salesforce work smarter with real-time insights, agile workflows, and built-in compliance. Learn how Greytrix helps fintech companies modernize and maximize their Salesforce investment with solutions tailored for the financial services industry.

TIMESTAMP:

#salesforce #salesforcecrm #salesforcefinance #financialservices

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The Future of Financial Services is here – Is Your Salesforce Ready?

Greytrix May 9, 2025 10:12 am

Thinking about upgrading your Salesforce plan? Wondering whether Salesforce Unlimited Edition or Salesforce Enterprise Edition is the right choice for your business?
In this video, we compare both editions, breaking down their pricing, AI-powered automation, analytics, customization, integrations, customer support, and more—so you can make the best decision for your business growth!

Salesforce Enterprise Edition: Best for growing businesses needing powerful CRM features at a cost-effective price.
Salesforce Unlimited Edition: Ideal for businesses looking for advanced AI, unlimited integrations, and premium 24/7 support.

Still unsure? Let's chat! Book a free consultation (https://outlook.office365.com/book/LetsbookaCoffeeTime@greytrix.com/) to find the perfect Salesforce solution for your business.
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Thumbnail
00:00 Introduction
00:16 Breakdown of Salesforce Enterprise
00:35 Breakdown of Salesforce Unlimited
01:10 Features of Salesforce Enterprise and Unlimited
01:45 Greytrix Salesforce Trusted Partner
01:58 Schedule a Demo

#Salesforce #SalesforceEnterprise #SalesforceUnlimited #CRM

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Salesforce Edition Comparison: Unlimited v/s Enterprise | Pricing & Features Breakdown

Greytrix April 8, 2025 9:03 am

Salesforce is more than just a CRM – it’s a platform transforming industries worldwide. It helps modern businesses manage customer interactions, track sales, and drive growth. But having Salesforce is just the beginning!
To truly unlock the potential of Salesforce, you need the right expertise. That’s where Greytrix comes in. We help businesses seamlessly implement, customize, and optimize Salesforce to fit their unique needs. Whether it’s automation, enhanced customer engagement, or real-time insights, we ensure Salesforce works exactly the way you need it to.
Transform your CRM experience with Salesforce and Greytrix and take your business to new heights. Watch the video now!
Learn More: https://gtstaging.greytrix.com/
Contact Us: (+1 888 221 6661, na.sales@greytrix.com)

#salesforce #salesforcecrm #salesforceintegration

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Salesforce Explained | How Greytrix Helps You Leverage It Effectively

Greytrix March 10, 2025 10:42 am

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GUMU™ Dynamics 365 CRM Acumatica Integration is a strong combination that enables easy and uniform access to data across the organization, which helps maintain transparency and drive processes faster.
Check now- https://gumu.greytrix.com/apps/dynamics-365-crm-integration
Feature/Benefit
• Comprehensive view of Customer
• Unified data
• Bi-directional Integration
• Promote Customers | Orders
• Products Info Update
• Seamless Data Flow
• Enhanced productivity

TIMESTAMPS

00:00 System integration with GUMU™ Cloud
00:07 GUMU™ ERP integrations with CRM systems, Cloud storage systems, and Third-party apps
00:22 Introducing Dynamics 365 CRM – Acumatica Integration
00:44 Promote entities
01:08 Schedule a demo

#GUMU #Integration #Acumatica #dynamics365 #msdyn365

YouTube Video UEx0YkJQQmZGenZGQlJLRi1JRTN5dWFRZjFqSVNIclhuZS41NkI0NEY2RDEwNTU3Q0M2

GUMU™ for Dynamics 365 CRM – Acumatica Integration

Greytrix January 12, 2022 10:38 am

GUMU™ data exchange framework that facilitates rapid data movement between Sage 300 and Microsoft Dynamics 365 Customer Engagement, seamlessly.
Read More- https://gumu.greytrix.com/connectors/dynamics-365-crm-sage-300-erp-integration

Sage 300 streamlines all your sales needs like accounting, inventory, operations and distribution by providing a single user interface between systems whereas, Dynamics CRM is a server-client application, which is primarily an IIS-based web application which also supports extensive web services interfaces. Dynamics 365 CRM helps enterprises track sales leads, manage Customer relationships, maintain the marketing pipeline and deliver actionable data. The remarkable bi- directional integration between Dynamics 365 CE and Sage 300 by Greytrix can thus, help in automating business processes with reduced data redundancy and faster workflows.

To learn more about the product visit gumu.greytrix.com

TIMESTAMPS
00:00 Key Features of GUMU™ Integration
00:08 Bi-directional Integration
00:20 Multi-device Approach
00:38 Updated Customer Sales Data
00:48 Multi-company Integration
00:56 World #1 Integration Platform

#GUMU #Integration #SageIntacct #dynamics365

YouTube Video UEx0YkJQQmZGenZGQlJLRi1JRTN5dWFRZjFqSVNIclhuZS4xMkVGQjNCMUM1N0RFNEUx

GUMU™ for Dynamics 365 CRM – Sage 300 Integration

Greytrix January 12, 2022 9:29 am

The Dynamics 365 CRM – Sage Intacct connector is a comprehensive company management solution that covers a variety of technologies, databases, and operating systems.
Read More- https://gumu.greytrix.com/connectors/dynamics-365-crm-sage-intacct-integration

The bi-directional, real-time integration synchronizes Sales Quotes, Orders, and Invoices from Sage (to Standard tables/ Objects in MS CRM) that can be viewed on the user-friendly UI of Microsoft Dynamics 365 layout. The synced Sage data can be utilized for providing details to the clients regarding orders, invoices, etc thus providing an exceptional end-client experience.

Watch the video to know more!

#Dynamic365 #SageIntacct #greytrix #ERP #CRM #integration

YouTube Video UEx0YkJQQmZGenZGQlJLRi1JRTN5dWFRZjFqSVNIclhuZS4wMTcyMDhGQUE4NTIzM0Y5

GUMU™ for Dynamics 365 CRM – Sage Intacct Integration

Greytrix November 9, 2021 11:33 am

With the integration of Dynamics 365 CRM – Sage X3, enterprises can achieve a single console view of processes and have the best of both worlds.
Read More- https://gumu.greytrix.com/connectors/dynamics-365-crm-sage-x3-erp-integration

This powerful integration provides enterprises with a cost-effective and simplified way to keep their processes running seamlessly while offering much-needed visibility between your front and back-office teams.

Greytrix – a Sage Premier Development Partner brings its CRM expertise with its trademark GUMU™ data exchange framework that facilitates rapid data movement between, Sage X3 and MS Dynamics 365 Customer Engagement. The unique features like bi-directional integration and data access on the go ensures that critical information like leads, orders and accounts are updated in real time thus, providing a holistic view across the organization.

Greytrix MS Dynamics 365 CE and Sage X3 integration increase productivity and efficiency. The encrypted security protects the information as it transfers the data between the systems.

YouTube Video UEx0YkJQQmZGenZGQlJLRi1JRTN5dWFRZjFqSVNIclhuZS41MjE1MkI0OTQ2QzJGNzNG

GUMU™ for Dynamics 365 CRM – Sage X3 Integration

Greytrix November 11, 2021 4:58 am

GUMU™ data exchange framework that seamlessly facilitates rapid data movement between Sage 100 and Microsoft Dynamics 365 Customer Engagement. The seamless bi-directional integration empowers enterprises to access information across the organization and make smarter and faster business decisions.
Read More- https://gumu.greytrix.com/connectors/dynamics-365-crm-sage-100-erp-integration

It also increases efficiency by eliminating errors through data duplication. With Greytrix MS Dynamics 365 CE and Sage 100 (US) integration, mid-market and enterprise businesses can achieve a single, customer-centric view across their organization. This powerful combination delivers integration benefits including automated business processes, reduced data redundancy with faster workflows allowing enhanced business insights with increased productivity and efficiency. The encrypted security protects the information by transferring the data between the systems.
To learn more about the product visit gumu.greytrix.com

TIMESTAMPS
00:00 Key Features of GUMU™ Integration
00:05 Multi-company Integration
00:14 Update Customer and Sales Data
00:22 Bi-directional Integration
00:31 Cross-device Accessibility
00:39 Proactive Decision-Making Ability
00:46 World #1 Integration Platform

#GUMU #Integration #SageIntacct

YouTube Video UEx0YkJQQmZGenZGQlJLRi1JRTN5dWFRZjFqSVNIclhuZS4wOTA3OTZBNzVEMTUzOTMy

GUMU™ for Dynamics 365 CRM – Sage 100 Integration

Greytrix December 13, 2021 5:52 am

GUMU™ integration for Dynamics 365 CRM – Sage 100 simplifies data complexities and closes the communication gap between siloed systems.
Read More- https://gtstaging.greytrix.com/product/sage-100-erp/dynamics-365-crm-sage-100-integration

This powerful integration brings together all the parameters of the MS Dynamics 365 CE into one simplified system thus keeping your Total Cost of Ownership low by supporting multiple technologies, data bases and operating systems. The Microsoft Dynamics 365 Customer Engagement/ Dynamic CRM, real-time and bi-directional integration with Sage ERP synchronizes information like Sales Quotes, Orders and Invoices from Sage to user-friendly UI of Microsoft Dynamics.
Free Trial available on Microsoft AppSource- https://appsource.microsoft.com/en-us/product/dynamics-365/greytrix.gumu_sage_erp_100_300_x3_intacct_integration

Leverage the benefits of Greytrix GUMU™ integration for MS DYN 365 with Sage 100 to scale up the revenue for your business and generate ROI.
#MSDyn365 #Dynamics365 #MSDynCRM

YouTube Video UEx0YkJQQmZGenZGQlJLRi1JRTN5dWFRZjFqSVNIclhuZS4yODlGNEE0NkRGMEEzMEQy

Dynamics 365 CRM – Sage 100 Integration

Greytrix May 20, 2019 10:49 am

Discover how Microsoft Dynamics 365 empowers local and state governments to streamline operations, enhance community services, and make data-driven decisions. From automating query-related operations to enabling seamless document sharing and robust case management, Microsoft Dynamics 365 simplified governance with all ease and seamlessness.

With Dynamics 365, local governments can bid adieu to outdated systems and adopt a more modern experience approach for citizens. While enhancing the experience and services, Dynamics 365 also focuses on reducing costs for the government, making it an ideal solution to boost efficiency and transform operations.

Watch this video to learn more about how Microsoft Dynamics is transforming local governments.

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Microsoft Dynamics 365 Transforming Local Government

Greytrix January 3, 2025 1:30 pm

Tired of juggling spreadsheets, emails, and manual approvals?

It’s time to reinvent your finance operations. In this video, we’re showing you 5 powerful workflows you can automate using Microsoft Dynamics 365 CRM, designed specifically for financial services businesses.
Say goodbye to delays, compliance risks, and missed follow-ups and embrace smarter, faster, and more scalable finance operations.

Watch the video to take the first step towards automation!

TIMESTAMP:
00:00 Introduction

#Dynamics365 #D365 #dynamics365finance #financialservices

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5 Workflows Financial Services Should Automate with MS Dynamics 365 CRM

Greytrix May 16, 2025 10:26 am

Struggling with supply chain chaos, delayed deliveries, or inventory mishaps? It’s time to get rid of all the logistics and supply chain struggles with Dynamics 365. The CRM simplifies and streamlines your entire logistics process, from procurement to delivery. In this video, we break down how Dynamics 365 CRM addresses logistical pain points and solves them.

#dynamics365 #D365 #dynamics365 #supplychain #supplychainmanagement #logistics #greytrix

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How Dynamics 365 CRM Powers Modern Supply Chain & Logistics

Greytrix June 17, 2025 12:02 pm

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GUMU™ for Sage CRM – Sage X3 Integration brings together your enterprise data. GUMU™ for #SageCRM – #SageX3 #Integration is a comprehensive business intelligence system, specially designed to satisfy all your top ERP priorities.
Know more about our Sage CRM Integration with Sage X3, check our product page: https://goo.gl/LzFI3k

BENEFITS
– Management makes informed decisions, identify business opportunities based on real-time data and reporting tools
– Enhanced end client experience due to faster resolution of queries and personalized responses
– Increased employee productivity due to data consistency and no effort duplication
– Enhanced agility to act on new information quickly
– Maximize ROI
– Synchronize Information
– Complete Suite Integration

HIGHLIGHTING FEATURES
• Real-Time Customer Sync
• Sales Order Sync
• Real-Time Customer Inquiry Information
• Quote Correct Prices on real-time basis
• Access from portable devices
• Authorization Control
• Import Customers from ERP to CRM and link unlink them
• Product Synchronization

GUMU™ Integration on Sage Marketplace – https://www.sage.com/marketplace/asb_ListingDetail?listingId=a1h24000007PC3aAAG

YouTube Video UEx0YkJQQmZGenZGQW9JVzBIWTZlelppRHpkVko3dG5tZy5GM0Q3M0MzMzY5NTJFNTdE

GUMU™ integration for Sage CRM with Sage X3

Greytrix March 23, 2017 12:50 pm

**NOTE: For an Updated Video on Sage ERP and Sage CRM Integration, click here https://youtu.be/dsznrp8h2ak

GUMU™ for #SageCRM – #SageERP #Integration- https://gtstaging.greytrix.com/product/gumu/sage-crm-sage-erp-integration
Greytrix offers GUMU™ Integration for Sage CRM with Sage ERP – a comprehensive solution, specially designed to meet your unique business priorities. The solution is seamlessly automated between Sage ERP (Sage X3 / Sage 100 / Sage 300 / Sage 500) and Sage CRM.

For detailed information on Greytrix Sage CRM Products and Services, write to us at sage@greytrix.com

Sage CRM Integration with Sage X3 – https://goo.gl/LzFI3k
Sage CRM Integration with Sage 100 – https://goo.gl/6SxK45
Sage CRM Integration with Sage 300 – https://goo.gl/Xbfppn
Sage CRM Integration with Sage 500 – https://goo.gl/AxZbO0

YouTube Video UEx0YkJQQmZGenZGQW9JVzBIWTZlelppRHpkVko3dG5tZy5DQUNERDQ2NkIzRUQxNTY1

Sage CRM Integration with Sage ERP

Greytrix April 20, 2016 12:13 pm

Product Information of Sage CRM Integration with Sage 100 – https://goo.gl/6SxK45
Greytrix offers GUMU™ integration designed to deliver seamless, real-time bi-directional integration between Sage CRM and Sage 100 (MAS 90/200). Whether it is allowing Sage CRM users to access mission-critical Sage 100 accounting data or enabling Sage 100 users to access customer information from Sage CRM, GUMU™ plays a pivotal role in unlocking the potential of enterprise data.

Benefits of #Sage100 #Integration with #SageCRM:
• Facilitates informed decision making and identify business opportunities based on real-time data and reporting tools
• Enhanced end client experience due to faster resolution of queries and personalized responses
• Increased employee productivity due to data consistency and non-redundancy of data
• Enhanced agility to act on new information quickly
• Maximize ROI
• Synchronize Information
• Complete Suite Integration

HIGHLIGHTING FEATURES of GUMU™ FOR SAGE CRM – SAGE 100 ERP INTEGRATION:
1. Real-Time Customer Sync
2. Sales Order Sync
3. Real-Time Customer Inquiry Information
4. Quote Correct Prices on a real-time basis
5. Access to portable devices
6. Authorization Control
7. Import Customers from ERP to CRM and link unlink them
8. Product Synchronization

For detailed information on Greytrix Sage CRM Products and Services, write to us at sage@greytrix.com

YouTube Video UEx0YkJQQmZGenZGQW9JVzBIWTZlelppRHpkVko3dG5tZy5DNzE1RjZEMUZCMjA0RDBB

GUMU™ Integration of Sage CRM with Sage 100

Greytrix October 13, 2016 10:35 am

Greytrix offers GUMU™ Integration for #SageCRM with #SageERP – a comprehensive solution, specially designed to meet your unique business priorities. Read More – https://gtstaging.greytrix.com/product/gumu/sage-crm-sage-erp-integration
The solution is seamlessly automated between Sage ERP (Sage X3 / Sage 100 / Sage 300 / Sage 500 / Sage Pro / QuickBooks) and Sage CRM.

HIGHLIGHTING FEATURES Sage CRM Integration with Sage ERP
1. Real-Time Customer Sync
2. Sales Order Sync
3. Real-Time Customer Inquiry Information
4. Quote Correct Prices on real-time basis
5. Access to portable devices
6. Authorization Control
7. Import Customers from ERP to CRM and link unlink them
8. Product Synchronization

For detailed information on Greytrix Sage CRM Products and Services, write to us at sage@greytrix.com

Sage CRM Integration with Sage ERP X3 – https://goo.gl/LzFI3k
Sage CRM Integration with Sage 100 – https://goo.gl/6SxK45
Sage CRM Integration with Sage 300 – https://goo.gl/Xbfppn
Sage CRM Integration with Sage 500 – https://goo.gl/AxZbO0
Sage CRM – Sage Pro ERP Order Entry Integration – https://goo.gl/vY4mwM
Sage CRM – QuickBooks Integration – https://goo.gl/LiskbQ

Stay updated with our Sage CRM Blog: https://gtstaging.greytrix.com/blogs/sagecrm/

#crm #erpintegration #integration #crmsolutions

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GUMU™ Integration for Sage CRM with Sage ERP

Greytrix August 1, 2016 11:47 am

From the creators of GUMU Sage CRM Integration for Sage 100 ERP (MAS 90/200), Sage 300 ERP (Accpac), Sage 500 ERP (MAS 500), Sage Pro ERP and QuickBooks comes a new release. Lets walk through a quick introduction of GUMU Sage CRM Integration with Sage ERP X3. GUMU now integrates Sage CRM with almost all Sage ERP's

YouTube Video UEx0YkJQQmZGenZGQW9JVzBIWTZlelppRHpkVko3dG5tZy45NDk1REZENzhEMzU5MDQz

GUMU™ Sage ERP X3 Integration with Sage CRM – Introduction

Greytrix September 2, 2014 9:10 am

Blog Link – http://gtstaging.greytrix.com/blogs/sagecrm/2013/03/25/gumu-integration-for-sage-crm-with-sage-100-erp-now-supports-multi-browsers/
GUMU Integration for Sage CRM with Sage 100 ERP supports multi-browsers. So now Sage CRM users get more flexibility in using integration on the browser they like to work with

YouTube Video UEx0YkJQQmZGenZGQW9JVzBIWTZlelppRHpkVko3dG5tZy4yMUQyQTQzMjRDNzMyQTMy

Multi Browser Support for GUMU Sage CRM Sage 100 ERP Integration

Greytrix September 23, 2013 6:17 am

Product Demo of GUMU™ for Sage CRM – Sage 100 ERP Integration – https://www.youtube.com/watch?v=r1QlaTC0PX4
In this video, we intend to display the pre-requisite that are required to be taken care before starting with the installation of GUMU™ Integration on any system. Installation is easy and hassle-free; to make it more comfortable and smooth, user should take care of these small pre-requisites beforehand to avoid any unnecessary error while installing.

Detailed Product Info – https://gtstaging.greytrix.com/product/sage-crm/gumu-sage-100-erp-integration

YouTube Video UEx0YkJQQmZGenZGQW9JVzBIWTZlelppRHpkVko3dG5tZy43MTI1NDIwOTMwQjIxMzNG

Pre-requisite before installing GUMU™ for Sage CRM – Sage 100 ERP Integration

Greytrix April 9, 2013 6:30 am

This video is the continuation to our previous video GUMU™ for #SageCRM- #Sage100 #ERP Integration [Pre-requisite]. In this video we would be explaining detailed steps that has to be taken care for Installing GUMU™ Integration setup and configuring the same.
Demo- https://www.youtube.com/watch?v=r1QlaTC0PX4

GUMU™ for Sage CRM – Sage 100 ERP Integration – https://gtstaging.greytrix.com/product/sage-crm/gumu-sage-100-erp-integration
HIGHLIGHTING FEATURES of GUMU™ FOR SAGE CRM – SAGE 100 ERP INTEGRATION:
1. Real-Time Customer Sync
2. Sales Order Sync
3. Real-Time Customer Inquiry Information
4. Quote Correct Prices on a real-time basis
5. Access to portable devices
6. Authorization Control
7. Import Customers from ERP to CRM and link unlink them
8. Product Synchronization

For detailed information on Greytrix Sage CRM Products and Services, write to us at sage@greytrix.com

YouTube Video UEx0YkJQQmZGenZGQW9JVzBIWTZlelppRHpkVko3dG5tZy45NzUwQkI1M0UxNThBMkU0

Installing GUMU™ Sage 100 ERP – Sage CRM Integration

Greytrix April 9, 2013 6:37 am

Blog Link – https://gtstaging.greytrix.com/blogs/sagecrm/2012/04/26/salesperson-mapping-functionality-in-gumu-sage-100-erp-integration/
In this video tutorial, we are going to focus on Salesperson Mapping feature present in GUMU Integration. By using Salesperson mapping functionality Sage CRM users can be linked with Sage 100 Salesperson. This functionality integrates Account Manger field in Sage CRM with Sage 100 Salesperson field.

YouTube Video UEx0YkJQQmZGenZGQW9JVzBIWTZlelppRHpkVko3dG5tZy41QTY1Q0UxMTVCODczNThE

Salesperson Mapping Feature in GUMU™ Sage CRM – Sage 100 ERP integration

Greytrix September 23, 2013 6:08 am

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GUMU™ integration for Sage CRM with Sage X3

Greytrix March 23, 2017 12:50 pm

Greytrix offers GUMU™ integration for #Salesforce with #SageERP X3 that will enhance your existing business functionality with its versatile features. Product info – https://goo.gl/WqnlU3

Salesforce with #SageX3 Integration offers cloud access to your accounting data and also maps it with the sales information seamlessly.
Features of Salesforce – Sage X3 Integration
1. Real-Time Information View
2. Authorization Control
3. Entity Synchronization
4. Linking Customers
5. Flexibility to configure
6. Portable Device
7. Easy to promote

Key Benefits of GUMU™ for Salesforce – Sage ERP Integration: https://gtstaging.greytrix.com/product/gumu/salesforce-sage-erp-integration
Want to know more about the Product Brochure & Product Demos? Write to us- salesforce@greytrix.com

Experience the PRO version of GUMU™ integration for Salesforce with Sage X3 which is readily available on Salesforce AppExchange – http://bit.ly/SalesforcePROIntegration

YouTube Video UEx0YkJQQmZGenZGRE8tWU1BQ0gxenJSdEVMWHJ6aGJBZy41NkI0NEY2RDEwNTU3Q0M2

GUMU™ Integration for Salesforce with Sage X3

Greytrix November 4, 2016 8:14 am

Greytrix provides a well-designed integrated solution which automates the products, pricing and stock updates from your Sage X3 to Magento web store providing accurate product information and availability. By integrating Magento and Sage ERP; businesses can scale their online sales, reduce operational cost and increase profitability.
• Know more about #GUMU™ #Integration for #Magento with #SageX3 – https://goo.gl/6WxY61

Benefits of GUMU™ integration for Magento with Sage ERP:
1. Easy B2B or B2C Customer Placement
2. Defined Customer Specific Pricing
3. Quick Stock Updates
4. Seamless Scheduling
5. Data Accuracy
6. Simplified order processing
7. Easy to update Products information
8. User Friendly Interface
9. Flexible & Scalable Solution

Features of GUMU™ integration for Magento with Sage ERP:
1. Bi-directional Data Integration
2. Automated Data Synchronization
3. Multi Store/ Multi Company Integration

• Know more on GUMU™ Integration for Magento with Sage 300 – https://goo.gl/wAK0CE
• Demo on GUMU™ Integration for Magento with Sage 300 – https://youtu.be/icWMWNiBKOQ

YouTube Video UEx0YkJQQmZGenZGRE8tWU1BQ0gxenJSdEVMWHJ6aGJBZy4wMTcyMDhGQUE4NTIzM0Y5

GUMU™ Integration for Magento with Sage X3

Greytrix January 19, 2017 10:23 am

"Capture catch weight and bring accuracy in distribution"
Read More about the product- http://gtstaging.greytrix.com/product/sage-x3-add-ons/catch-weight

#CatchWeight #Addon for #SageX3 helps customers automate their process to address business-specific challenges. Enhance the value chain of food processing industry with Catch weight add-on for Sage X3. The add-on lets you bill the customer based on its catch weight unit, rather than the original estimate derived from the Sales unit.

Key Benefits:
1. Support products that vary in weight from piece to piece. e.g. meat items, fish items, fruit items etc.
2. Accurate pricing of items by weight or by piece.
3. Accurate invoicing with catch weight and unit of measure details.
4. Multiple packaging variations for each product.
5. Flexible and scalable pricing by catch weight.
6. Integrated quality control processes from receipt through production and shipping.
7. Product lot tracking.

For a live demo/trial or any queries/ feedback/suggestions please email x3@greytrix.com

YouTube Video UEx0YkJQQmZGenZGRE8tWU1BQ0gxenJSdEVMWHJ6aGJBZy41MjE1MkI0OTQ2QzJGNzNG

Catch Weight Add-on for Sage X3

Greytrix November 22, 2017 11:36 am

Letter of Credit add-on for Sage X3 safeguards and guarantees your business transactions with local or international businesses. The add-on manages procedures required to create and maintain letter of credits given to the suppliers or obtained from buyers, for local or international business transactions.
Product Information: https://gtstaging.greytrix.com/product/sage-x3-add-ons/letter-of-credit

Benefits of #SageX3 #LetterofCredit #Addon:
● Recording imported budget of items & follow-up of execution
● Accurate data mapping and reducing data redundancy
● Monitoring key events, i.e. latest shipment and expiration dates
● Calculating, distributing LC expenditure on items and recalculating cost prices by posting it with inventory receipt transactions
● Automated PI, invoices & backend accounting integration
● Visualize real-time transactions
● Various status on document processing to identify document condition
● User access controlled functions

For a live demo/trial or any queries/ feedback/suggestions please email x3@greytrix.com

YouTube Video UEx0YkJQQmZGenZGRE8tWU1BQ0gxenJSdEVMWHJ6aGJBZy4wOTA3OTZBNzVEMTUzOTMy

Letter of Credit Add-on for Sage X3

Greytrix October 30, 2017 9:53 am

GUMU™ connector drives bi-directional integration between any ERP & CRM entities such as Quotes, Customers, Invoices, Sales Orders, and Items etc. providing real-time and bi-directional information across the organization.
Read More- https://gtstaging.greytrix.com/product/sage-crm/gumu-sage-x3-integration

Benefits of #SageCRM – #SageX3 #Integration:
• A collaboration of Data: From Sales to Support / 360° view of your customers
• Faster Access to Crucial Data
• Minimize data redundancy
• Real-Time Insights with Business Intelligence
• Mobility in Business

GUMU™ Configuration for Sage X3 – Sage CRM –
https://www.youtube.com/watch?v=HXYRX4yxZnM

For a quote or to know more about our integrated Sage ERP – Sage CRM system, write to us at sage@greytrix.com

YouTube Video UEx0YkJQQmZGenZGRE8tWU1BQ0gxenJSdEVMWHJ6aGJBZy4xMkVGQjNCMUM1N0RFNEUx

GUMU™ Installation for Sage X3 – Sage CRM

Greytrix November 24, 2017 9:59 am

#GUMU™ connector drives bi-directional integration between any ERP & CRM entities such as Quotes, Customers, Invoices, Sales Orders, and Items etc. providing real-time and bi-directional information across the organization.
Read More- http://gtstaging.greytrix.com/product/sage-crm/gumu-sage-x3-integration

Features of #SageX3 – #SageCRM #Integration:
• Real-time Bi-directional Integration
• Authorization Control
• Seamless Mapping of Customer Details from Sage X3 to Sage CRM
• Unified View of Customer Data
• Secure Order Promotion
• Easy Access to Data from Portable Devices
• Superior Order Visibility
• Effortless Multitasking

GUMU™ Installation for Sage X3 – Sage CRM: https://www.youtube.com/watch?v=dUJ7ssXuJdU

For a quote or to know more about our integrated Sage ERP – Sage CRM system, write to us at sage@greytrix.com

YouTube Video UEx0YkJQQmZGenZGRE8tWU1BQ0gxenJSdEVMWHJ6aGJBZy41MzJCQjBCNDIyRkJDN0VD

Configuration of GUMU™ Integration at Sage X3

Greytrix December 29, 2017 12:23 pm

Are you still using a legacy ERP system? It’s time to switch to a robust solution – an ERP system that is meticulously built to cater to your modern and futuristic business needs. Discover the incredible benefits of Sage X3 as your ultimate ERP solution. From automation to streamlined production management to optimized financial management, Sage X3 covers your operations in all departments. Watch the video and learn how Sage X3 can transform your business.

Stay connected:
Website-https://gtstaging.greytrix.com/sage-x3/
Facebook- https://www.facebook.com/Greytrix/
Linkedin- https://www.linkedin.com/company/greytrix
Youtube- https://www.youtube.com/greytrixsage
Twitter- https://twitter.com/greytrix/

#Sagex3 #Sage #erp

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YouTube Video UEx0YkJQQmZGenZGRE8tWU1BQ0gxenJSdEVMWHJ6aGJBZy40NzZCMERDMjVEN0RFRThB

The Ultimate ERP Solution – Discover Sage X3 with Greytrix

Greytrix July 11, 2024 5:59 am

Unlock the full potential of Sage X3 with Greytrix Consulting! Whether you're a small business looking to scale up or an established enterprise seeking agility, we're here to help. Our expert consultants provide end-to-end guidance, from implementation to ongoing support and optimization. With extensive experience in Sage X3, we offer tailored solutions and end-to-end Sage X3 services for your unique needs.

Subscribe for valuable insights, tips, and expert advice on Sage X3 and other business solutions.

Stay connected:
Website-https://gtstaging.greytrix.com/sage-x3/consulting/
Facebook- https://www.facebook.com/Greytrix/
Linkedin- https://www.linkedin.com/company/greytrix
Youtube- https://www.youtube.com/greytrixsage
Twitter- https://twitter.com/greytrix/

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YouTube Video UEx0YkJQQmZGenZGRE8tWU1BQ0gxenJSdEVMWHJ6aGJBZy5EMEEwRUY5M0RDRTU3NDJC

Enhance Your Sage X3 Journey with Greytrix Sage X3 Consulting

Greytrix May 7, 2024 6:15 am

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Salesforce users often struggle with disconnected ERP systems—switching tabs, re-entering data, waiting on IT updates, and losing momentum during critical sales and service moments. In this episode, we explore how Agent GUMU™ changes that experience entirely.

Agent GUMU™ brings real-time ERP intelligence from systems like Sage 100, Sage 300, Sage Intacct, Sage X3, and more directly into Salesforce. Instead of searching for ERP data, users can ask for it—check orders, validate payments, confirm pricing, or generate quotes through a conversational interface via Salesforce’s AgentForce.

In this discussion, Greytrix’s GUMU™ Cloud Team leadership explains:
• Why traditional Salesforce–ERP integrations still feel manual
• How Agent GUMU™ eliminates double entry and context switching
• How conversational ERP commands improve sales velocity and service response
• Real customer results, including faster quote-to-order cycles and higher accuracy
• What’s next: voice-driven ERP access, predictive insights, and mobile expansion

If you’re a Salesforce user looking to simplify ERP access, reduce errors, and accelerate business workflows, this conversation shows what’s possible when integration becomes invisible.

Speaker Details:
Debarshi Bagchi – Project Manager, Greytrix
LinkedIn – https://www.linkedin.com/in/debarshi-bagchi-9ab85bb5/

👉 Book a live demo: https://outlook.office365.com/book/LetsbookaCoffeeTime@greytrix.com
Note: An active Salesforce and Agentforce subscription is required to use Agent GUMU™ seamlessly.

#Salesforce #ERPIntegration #AgentGUMU #SalesforceAutomation #EnterpriseIT #CRM #DigitalTransformation #Greytrix #BusinessSystems

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YouTube Video UEx0YkJQQmZGenZGQjBZakpTYTRPWnIweW44ZHdPZjViQS45ODRDNTg0QjA4NkFBNkQy

From ERP to Salesforce: How an AI Chat Assistant Delivers Real-Time Data | Agent GUMUTM

Greytrix December 30, 2025 10:32 am

Indian businesses are growing fast—but legacy systems are slowing them down. In this podcast, we explore how Acumatica Cloud ERP, enhanced with Greytrix India Localization, delivers real-time control, mobile access, and built-in India compliance.

Speaker Details:
Pooja Singh: VP – ERP & Business Cloud, Greytrix
LinkedIn – https://www.linkedin.com/in/pooja-singh-gt/

Helpful Links
👉 Explore Acumatica for India: https://www.greytrix.com/acumatica-india-localization/

👉 Book a personalized demo: https://outlook.office365.com/book/LetsbookaCoffeeTime@greytrix.com/?ismsaljsauthenabled=true

Timestamp:
00:52 – Introduction: Why operational complexity slows Indian businesses
01:53 – The Indian ERP Reality: Limits of Tally, Excel, and manual workarounds
02:57 – Why Acumatica Fits Indian Organizations: Cloud-native, mobile-ready, and scalable
04:56 – Key Challenges for CFOs, COOs, and IT Leaders
06:48 – Life After Go-Live: How roles and operations transform
08:25 – APAC Case Study: How Marikina Food Corporation improved control and reporting
10:42 – Greytrix India Localization: GST, TDS, e-invoicing, and statutory automation
12:20 – What’s Next for Acumatica in India
13:19 – Final Takeaways: Choosing an ERP built for long-term growth

#Acumatica #ERPIndia #CloudERP #GSTCompliance #DigitalTransformation #Greytrix #IndiaLocalization #ManufacturingIndia #DistributionIndia #ERPModernization

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YouTube Video UEx0YkJQQmZGenZGQjBZakpTYTRPWnIweW44ZHdPZjViQS5EMEEwRUY5M0RDRTU3NDJC

Why Indian Companies Choose Acumatica ERP for Real-Time Control and Compliance

Greytrix December 19, 2025 12:23 pm

Imagine getting the right business insights the moment you need them — without digging through dashboards or jumping between ERP and CRM screens.

This podcast explores how GUMU™ Copilot makes that possible by collaborating with your business systems to deliver faster, clearer, and more effortless decision-making.

Greytrix is excited to introduce GUMU™ Copilot, an AI-powered chat assistant that connects directly with your systems to provide instant, reliable, and business-ready insights.

Teams can ask questions in natural language and get accurate responses backed by trusted organizational data.
We discussed why GUMU™ Copilot was created, the challenges teams face while accessing ERP/CRM insights, and how conversational intelligence, role-based security, and seamless integration across business applications help solve them.

Evolving from the flagship GUMU™ ERP–CRM Integration Enabler, this next-generation AI Copilot takes the GUMU™ Greytrix ecosystem a step further. It doesn’t just connect systems — it elevates decision-making across the enterprise. Instead of navigating interfaces, teams can simply ask and get real-time, actionable insights straight from their business data.

If you’ve ever wondered what bridging the gap between your data and your decisions looks like, this podcast gives you a clear inside view.

Learn more about GUMU™ Copilot here: https://www.greytrix.com/ai-for-business

Timestamps:
00:00 – Introduction
00:54 – What sparked the idea behind GUMU™ Copilot?
02:00 – Why Teams Struggle to Access Insights Quickly
03:04 – What Makes GUMU™ Copilot Different?
04:30 – How Copilot understands business context through conversation
05:01 – RAG & AI: Ensuring accuracy without hallucinations
05:40 – Security essentials: Role-based access & data protection
06:34 – Smart Approvals: Balancing Flexibility with Control
07:17 – Real Results: How Businesses Are Using GUMU™ Copilot
08:25 – Getting Started with GUMU™ Copilot
09:05 – The Future: From Reactive Answers to Proactive Intelligence
10:00 – Closing thoughts

Guest Details:
Ketan Mandhare: Assistant Vice President – GUMU™ Cloud, Greytrix
LinkedIn – https://www.linkedin.com/in/ketan-mandhare/

#GUMUcopilot #aichatassistant #enterpriseintelligence #aiassistant #greytrix

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YouTube Video UEx0YkJQQmZGenZGQjBZakpTYTRPWnIweW44ZHdPZjViQS40NzZCMERDMjVEN0RFRThB

GUMU™ Copilot: The AI-Powered Chat Assistant Built for Smarter Business Decisions | Podcast

Greytrix December 10, 2025 10:47 am

Join us for an in-depth conversation with the team behind ShipEazy — the solution designed to simplify shipping and fulfillment inside Sage X3.
In this episode, our experts break down:

1. What sparked the idea for a smarter shipping workflow
2. How key product decisions were made to tackle real fulfillment challenges
3. Where shipping operations are headed as merchant volumes grow

If you work with shipping, logistics, or ERP-heavy fulfillment, you’ll get clear, practical insights from people who’ve spent years untangling messy shipping cycles and building ShipEazy to make them easier.

#ShipEazy #Greytrix #Shipping #Logistics #SageX3 #ShippingApp

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YouTube Video UEx0YkJQQmZGenZGQjBZakpTYTRPWnIweW44ZHdPZjViQS5GNjNDRDREMDQxOThCMDQ2

How ShipEazy Rethinks Shipping in Sage X3

Greytrix November 18, 2025 12:14 pm

What makes a Creatio implementation truly successful?

In this episode, Manoj Patil, Program Manager at Greytrix, shares how a structured, people-first project management approach transforms Creatio implementations into measurable business success.

With precise planning, agile execution, and transparent communication along with post-launch support – discover how Greytrix keeps every Creatio project on track, within scope, and aligned with business goals.

Learn what truly sets Greytrix apart in delivering smooth, results-driven implementations that last.

Timestamp:
00:00 – Introduction
00:17 – Why great software isn’t enough
00:46 – Greytrix’s approach to Creatio projects
01:21 – Adapting methods for each client
01:55 – Power of communication in execution
02:18 – Overcoming common rollout challenges
02:56 – Results clients achieve with Greytrix
03:25 – Post-launch support that ensures success
03:57 – Future of Creatio project management
04:26 – Advice for starting a Creatio project

Planning to implement Creatio the right way?
Book a quick call with our experts : [+1 888 221 6661]

Stay Connected:

LinkedIn – https://www.linkedin.com/company/greytrix/
Blogs – https://www.greytrix.com/blogs/creatio/
Website – https://www.greytrix.com/creatio/

#Greytrix #Creatio #ProjectManagement #CRM

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YouTube Video UEx0YkJQQmZGenZGQjBZakpTYTRPWnIweW44ZHdPZjViQS4wMTcyMDhGQUE4NTIzM0Y5

From Software to Success: Greytrix’s Creatio Project Management Secrets

Greytrix October 28, 2025 9:49 am

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YouTube Video UEx0YkJQQmZGenZGQjBZakpTYTRPWnIweW44ZHdPZjViQS41MjE1MkI0OTQ2QzJGNzNG

Salesforce CRM – A Powerful Solution for the Oil & Gas Industry

Greytrix July 9, 2025 12:16 pm

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YouTube Video UEx0YkJQQmZGenZGQjBZakpTYTRPWnIweW44ZHdPZjViQS4xMkVGQjNCMUM1N0RFNEUx

Is Salesforce the right choice for your business? Reasons to choose it in 2025

Greytrix May 20, 2025 12:25 pm

Looking for a seamless way to integrate your CRM? Our NA Channel Partner, Dan Cousins from My CRM Manager (https://mycrmmanager.com/), answers some of the most frequently asked questions about GUMU™ and how it bridges the gap between CRMs like Salesforce, Sage CRM, and leading ERP systems.
For more details you can directly connect with Dan (US)-
📅Book a meeting: https://calendly.com/dan-cousins

Or reach out to our team of experts at (Global)-
📅Book a meeting: https://bit.ly/3FwMKjO

For the latest insights on CRM, ERP, integrations, and IT business trends, subscribe to our channel!

Timestamps
00:00 Introduction
00:34 All About GUMU™
01:18 GUMU™ reliable solution for Salesforce and Sage CRM Integrations
02:15 GUMU™ unique functionalities
03:05 Scalability of GUMU™ Salesforce to Sage
03:54 Top Integration Solutions
04:49 How these integration helps achieve greater efficiency and productivity?
05:47 How Greytrix helps implement these solutions
06:38 Success story of GUMU™ Salesforce or Sage CRM
08:29 Schedule a DEMO

#GUMU #Salesforce #SageCRM #ERP #CRM #CRMIntegration

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YouTube Video UEx0YkJQQmZGenZGQjBZakpTYTRPWnIweW44ZHdPZjViQS41MzJCQjBCNDIyRkJDN0VD

The Integration Fix: Why GUMU™ Gets It Right | Ft. Dan Cousins

Greytrix March 18, 2025 10:10 am

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