Salesforce Sage 200 Integration
Codeless Platforms’ Salesforce Sage 200 integration solution provides Salesforce and Sage 200 users and partners with a pack of templated tasks that automates the synchronisation of customers and accounts, opportunities and sales orders.
The Salesforce Sage 200 integration solution reduces repetitive manual administration tasks from employee workloads, removes data entry errors, increases employee productivity and improves company performance.
Salesforce Sage 200 Integration Modules and Benefits
Default modules and functionality in the Sage 200 Salesforce integration template include:
- New and Existing Accounts and Business Partners: Automatically synchronise accounts between Salesforce and Sage 200, including account name, customer number, default billing/shipping address, contact information etc.
- Contacts: Automatically update new and existing contacts between Salesforce and Sage 200 with the associated business partner or customer account, including name, owner (if applicable), telephone, email, account name etc.
- Opportunities: Download opportunities from Salesforce and upload as sales orders to Sage 200
- Sales Orders: Automatically synchronise sales orders from Sage 200 with Salesforce, including order number, date, value, account, owner (if applicable), product, unit price, quantity, subtotal etc.
Commercial benefits of Salesforce Sage 200 integration:
- Remove repetitive, bi-directional data entry
- Increase the visibility of critical information across employees and departments
- Improve sales forecasting accuracy
- Quickly and easily facilitate two-way integration
- Reduce operational costs
- Increase ability to drive company revenue
Salesforce Sage 200 Integration Demonstration: Sage 200 Customer and Contacts to Salesforce Accounts and Contacts
