Salesforce Sage 200 Integration

Salesforce Sage 200 Integration

Are you looking for a Salesforce Sage 200 Integration solution to remove time consuming and error prone bi-directional data entry?

Codeless Platforms' Salesforce Sage 200 Integration solution provides organisations with proven drag and drop integration tools to cost-effectively integrate Salesforce with Sage 200 and other business systems.

Sage 200 & Salesforce Templated Integration

Codeless Platforms’ Sage 200 & Salesforce Integration Solution provides you with a pack of preconfigured tasks to quickly integrate Sage 200 with Salesforce and automate essential business processes.

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Salesforce Sage 200 Integration Scenarios and Benefits

Typical integration scenarios that our customers implement using the BPA Platform include:

Demonstration: Sage 200 Customer and Contacts to Salesforce Accounts and Contacts

• 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.

Common commercial benefits achieved by integrating Salesforce with Sage 200 include:

• Eradicate repetitive, bidirectional data entry
• Increase the visibility of critical information
• Reduce company exposure to financial risk
• Support better decision making