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Greytrix depicts its CRM expertise with its trademark data exchange framework GUMU that enhances data movement between, ERP and Microsoft Dynamics 365 CE, seamlessly enabling enterprises to make data-driven decisions
Dynamics CRM and Sage ERP integration ensures real-time, bi-directional access to exclusive customer information by synchronizing entities like Sales Quotes, Orders & Invoices from Sage.
Never miss out on critical information like leads, customers, and orders by accessing them on desktops, mobiles, and tablets ensuring that the customer needs are addressed in real-time.
The integration implies centralized administration to maintain a common code-based application and run a common instance of the application for multiple Sage ERP companies.
CUSTOMER AND SALES INFORMATION
Important information pertaining to Sales and service can be viewed on user-friendly MS Dynamics CRM lists for particular accounts.
Bi-directional synchronization of Accounts/ Customers, Sales Quote, Sales Order, Sales Invoice etc. help Sales Representatives to quote correct prices.
IDENTIFY BUSINESS OPPORTUNITIES
Make informed decisions based on latest synchronized information of Customers and reporting tools. Due to the bi-directional capability, the data can also be synced back to Sage ERP system.
The Finance, Customer Relation and Sales Interdepartmental communication is enhanced with seamless process flow of accounting and customer information.
Gain employee productivity due to data consistency and improved end-client experience due to faster resolution of queries and personalized responses.
The integration provides enhanced agility to act on new information quickly and supports multiple technologies, databases and operating systems.
Get effective supply chain and inventory management as corresponding sales data from Dynamics 365 CRM is available in Sage ERP. It provides similar UI across all the devices.
We help accountants and other finance professionals eliminate lease accounting errors that will lead to material misstatements through our CPA-approved lease accounting software and implementation process.
Our specialized lease accountants support our clients every step of the way towards compliance, ensuring minimal business disruption.
We work with clients like you to explore your options, document your challenges, and implement the right solutions for your business. Fill out this form, and one of our Blytheco Solutions Specialists will reach out promptly.