GUMU™ SAGE ERP Integration for Salesforce
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.
Top keywords
- gumu4×2.31%
- salesforce4×2.31%
- erp3×1.73%
- insights3×1.73%
- promote3×1.73%
- sf3×1.73%
- add-on2×1.16%
- add-ons2×1.16%
- complex2×1.16%
- dashboards2×1.16%
- einstein2×1.16%
- entities2×1.16%
Quickbooks Online By Tally Integrations
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
