Salesforce Sage 300 Integration

Salesforce Sage 300 Integration

Are you looking for a Salesforce Sage 300 Integration solution to remove time-consuming and error-prone bi-directional data entry?

Codeless Platforms' Salesforce Sage 300 Integration solution provides organisations with proven drag and drop integration tools to cost-effectively integrate Salesforce with other business systems.

Salesforce Sage 300 Integration Brochure

Learn how integrating Salesforce with Sage 300 can save your organisation time and money and improve the visibility of critical data.

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Salesforce Sage 300 Integration Scenarios and Benefits

Sage 300 Salesforce integration features include:

• New and Existing Accounts and Business Partners: Automatically synchronise accounts between Salesforce and Sage 300, including account name, customer number, default billing/shipping address, contact information etc.
• Contacts: Automatically update new and existing contacts between Salesforce and Sage 300 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 300
• Sales Orders: Automatically synchronise sales orders from Sage 300 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 300 include:

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

"Primarily, we needed a Salesforce partner that was going to work with us on the Salesforce side of things and solve the issue of getting Salesforce to talk to Sage. We looked at Codeless Platforms’ solution and it seemed to fit with what we wanted. Especially as it provided us with complete control and it had been developed in such a way that it already worked with Sage and Salesforce. It wasn’t new ground for the software, which was the previous issue."

IT Manager, Grosvenor Technology
Grosvenor Technology use BPA Platform to integrate Sage 300 and Salesforce

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