Sage X3 Salesforce Integration

Sage X3 Salesforce Integration

Are you looking for an easy-to-use Sage X3 Salesforce integration solution to automatically synchronise Salesforce data with your Sage X3 system? Or are you looking to improve employee performance and drive company revenue?

Codeless Platforms’ drag and drop Salesforce integration solution for Sage X3 provides you with a simple, straightforward way of automatically reading and updating Salesforce and Sage X3 to reduce costs, remove data entry errors, increase employee productivity and improve company performance.

Sage X3 Salesforce Integration Scenarios and Benefits

Common Sage X3 and Salesforce integration scenarios that our customers implement include:

• Automatic updating of Sage X3 when a new customer and contact is entered in Salesforce
• Event-driven synchronisation of customer status between Sage X3 and Salesforce, e.g. customer placed on hold in Sage X3 due to financial status
• Automated synchronisation of customer information
• Automatic creation and distribution of sales invoices in Sage X3 when a sales opportunity is won in Salesforce
• Synchronisation of customer purchase history to facilitate cross/upsell opportunities
• Automatic synchronisation of inventory availability and product lists between Sage X3 and Salesforce
• Inclusion of non-Salesforce or Sage X3 users within workflow processes

Commercial benefits gained from Salesforce integration with Sage X3 include:

• Removal of repetitive bi-directional data entry tasks
• Reduced administration errors
• Improved employee productivity
• Reduced operational costs
• Increased visibility of critical business information from Sage X3 and Salesforce
• Reduced company exposure to financial risk