Sage and Salesforce Synchronisation
Maximise the potential of your software system with the help of our talented team of developers and our bespoke software additions for Sage 200.
Synchronisation from Salesforce to Sage 200
Accounts created in Salesforce can be synchronised to Sage 200 as either customers or suppliers.
Contacts created against synchronised accounts will be added to Sage 200 customers/ suppliers. This includes details of phone numbers, email address etc.
Orders created in Salesforce can be transferred to Sage 200 for sales order processing. This includes details of product, warehouse, quantities, prices etc.
Synchronisation from Sage 200 to Salesforce
Customer and Supplier data can be written back to Salesforce for any linked account. This data can consist of analysis codes, credit limit, turnover, plus many other Sage 200 account fields.
Products – Stock items created in Sage 200 are uploaded to Salesforce. These products are then available for use when creating quotes and orders within Salesforce.
Price Book – All price bands and prices for products are uploaded to Salesforce. This includes foreign currency prices and details of standard price bank links.
Stock balances – Warehouse stock information is uploaded to Salesforce for linked products. This includes the warehouses that are linked to the product and the balances within the warehouse (free stock, on order quantity etc).
Sales Orders – Sales orders in Sage 200 are automatically synchronised back to Salesforce to a new Sage orders object– this can include sales orders created prior to integrating the systems. Users can track buying trends over time; view previously ordered products, quantities and prices and more!
Field Mapping – For each area of the integration you are able to map fields between Sage 200 and Salesforce – this includes the custom fields in Salesforce and analysis codes in Sage 200, to support your bespoke customisations. Criteria can be utilised for the synchronisation of data – such as only creating/synchronising Sage 200 customers with Salesforce accounts, if the Salesforce account has a Type of “Customer”.
The routine run is based upon a schedule which can be set to run during office hours on any frequency you wish, e.g. every 5 minutes.
As Users can see stock and order history, they may no longer need a Sage 200 User licence (or vice versa).
*Our integration requires one Sage 200 web User and one Sales Cloud User.
Build Salesforce reports and dashboards based on the data synchronised from Sage 200, making it easy to visualise trends and identify gaps.
Solutions Additions for Sage 200.
With over 20 years’ supporting businesses and a talented in house development team, we can help you understand how to maximise the potential of your software system and tailor it to support your business effectively. Solutions have many additions which allow you to be competitive, improve efficiency and maintain complete control.
We will help you through every step of the implementation process, from consultation to the support that you will receive once your business is up and running with the chosen add-on.
Are you interested in Solutions Additions for Sage 200 and want to learn more? Call us today on 0115 840 5075 or email email@example.com
One of our consultants will host an exploratory phone conversation with you to discover which of our add-ons are the right solution for you and to build an understanding of your business. You will also be invited see a demonstration of the add-on focusing on the elements that are important to your business. All of our demonstrations are uniquely tailored to you and your business so we won’t waste your time with features that have no relevance to your procedures.
Our team will ensure it’s configured to complement and streamline your existing processes, importing relevant data and making sure your teams are trained to a high level. Our award-winning support team will always be on hand to help with any issues you may face.