Salesforce SYSPRO Integration Solution Overview
Integrating SYSPRO, an ERP system, with Salesforce, a CRM platform, provides seamless data exchange, process automation, and improved visibility across sales and operations. This integration removes the need for manual data entry, reduces errors, and increases efficiency by providing teams with a unified source of information. Key benefits include synchronised customer data, streamlined order management, and enhanced inventory visibility, resulting in improved customer service and more informed business decisions.
Codeless Platforms’ Salesforce SYSPRO integration solution provides Salesforce and SYSPRO users and partners with a pack of templated tasks that automate the synchronisation of customers and accounts, opportunities and sales orders.
The Salesforce SYSPRO integration solution reduces repetitive manual administration tasks from employee workloads, removes data entry errors, increases employee productivity and improves company performance.
Salesforce SYSPRO Integration Modules and Benefits
Default modules and functionality in the SYSPRO Salesforce integration solution include:
- New and Existing Accounts and Business Partners: Automatically synchronise accounts between Salesforce SYSPRO, including account name, SYSPRO customer number, default billing/shipping address, contact information etc.
- Products: Automatically synchronise the product master data from SYSPRO into the Salesforce Product listings default webpage. This includes adding the list price of items into the Standard Price Book, and sets them as ‘Active’.
- Opportunities: Download opportunities from Salesforce and upload as sales orders to SYSPRO
- Sales Orders: Automatically synchronise sales orders from SYSPRO with Salesforce, including order number, date, value, account, owner (if applicable), product, unit price, quantity, subtotal etc.
Demonstration: Salesforce Opportunities to SYSPRO Sales Orders
Commercial benefits of Salesforce SYSPRO 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
Demonstration: SYSPRO Customers and Contacts to Salesforce Accounts and Contacts
