Just wanted to share a quick 2-minute demo on how our Sage CRM and Salesforce clients use Gretyrix's GUMU™ integration to create quotes and orders from within the CRM without the CRM user needing a dedicated Sage license. We've found this setup especially useful for companies that want their CRM users creating their own quotes that leverage inventory and pricing defined in Sage - but do not want those CRM users to have direct access to the Sage accounting system. Happy to answer any questions.
Watch the video below:
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Dan Cousins (416) 233-9049
My CRM Manager
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