GUMU™ Sage X3 CRM
The default integration between Sage CRM and X3 is published by Greytrix and sold throughout the Sage X3 community. It gives customer-facing staff a more practical interface for working with customer and order information without needing the same level of direct access to X3.
Using Sage CRM as the front-end can reduce the number of users who need direct X3 access while improving visibility for sales and service teams.
Key features, benefits, and user experience
Features
- Bi-directional, real-time integration.
- Users can view customer records in a CRM-friendly interface.
- New customers can be promoted from Sage CRM into accounting.
- Customer records expose order history, invoice history, and buying patterns.
- CRM users can create quotes and orders that leverage inventory.
- Approved orders can flow directly into Enterprise Management order entry.
Benefits
- A single source for customer contacts and communication tracking.
- Enhanced visibility for front-line users.
- Improved data integrity and consistency.
- Faster quote creation and streamlined processes.
- Better forecasting visibility.
- More confident responses to customer inquiries.
- More information through self-service.
This 8-minute video walks through the integration framework and key user-facing features.
Greytrix and My CRM Manager also offer a competitive hosted Sage CRM subscription that can connect to an existing X3 environment.
About the publisher
The GUMU™ X3 CRM integration is published by Greytrix. Greytrix has been a Sage CRM development partner for over 20 years and has a strong reputation across the global Sage community.
In addition to X3, Greytrix also publishes leading integrations for Sage CRM with Sage 100 and Sage Intacct, as well as a prominent integration between Sage X3 and Salesforce.
