The benefits of integrating Sage 200 and Salesforce

Businesses need intuitive software to help reduce manual tasks, streamline processes and remove the manual element where possible, therefore reducing human error. Using two systems can work well, however challenges arise when there is a disconnection between your accounting and CRM systems, resulting in the absence of data sharing. This can have a critical impact on your business as it stops users from gaining fundamental information required to drive sales and revenue. It can cause a significant amount of repetitive, time-consuming data entry, not to mention the errors that occur with manual inputting.

With this in mind, our talented team of in-house Sage developers have created a bespoke synchronisation which is part of our ‘Solutions Additions’ range, between the worlds #1 CRM – Salesforce and Sage 200, helping you streamline your business processes. This integration requires one Sage 200 web user and one Sales Cloud user.

Trusted by more than 4 million users worldwide, Salesforce is a powerful CRM tool that allows your sales team to easily manage contacts and orders with clarity and for your marketing team to closely track campaigns and leads. You might also be using other business management systems or applications, such as Sage 200, to keep your business in line from a financial perspective.

Sage 200 is an accounting solution which enables you to run a smarter, faster, more connected business by eliminating downtime with 24/7 availability. You can easily manage your accounts, customers, manufacturing, supply chain, and business intelligence whilst you’re on the move.

The benefits of using our Salesforce and Sage 200 Synchronisation

Eliminate the burden of inefficient, repetitive manual data entry and allow the two systems to talk to each other, doing the hard work for you. This integration automates manual processes, helping you reduce operational costs, increase the amount of time your sales team spend selling, and enhance your customer service levels.

This will enable everyone within your business to have access to the most up-to-date information, whether they are a Salesforce or Sage 200 user.

Two solutions seamlessly synchronised, eliminates the need to switch between systems to check stock, order history or contact details. Combining these two leading systems provides you with the tools to create an empowered, efficient sales team that drives revenue by customising your dashboard and automating tasks to seamlessly manage your sales cycle. Close deals faster than ever before with advanced analytics, reporting and forecasting.

These two solutions synced together allows you to scale your customer service capabilities without complexity and reduce response time, building a positive, long-lasting relationship with each of your customers. You can better understand your customer’s needs, solve their problems quickly and effectively, and identify opportunities to help them.

Create cross-channel marketing campaigns and use data from every department to produce smarter emails that engage with your customers. With seamless customer experience, empower your marketing team to connect with customers using one integrated system that shows all your business processes in one accessible place.

Eliminate the need to switch between software to check stock, order history or contact details.
Remove the double entry of contact details, company details and orders.
Eradicate double licensing. Users can see stock and order history; they no longer need a Sage 200 User license for visibility.

With our bespoke integration between Salesforce and Sage 200, the possibilities are endless. With automated processes, there’s no need to waste your employees valuable time and company resources by manually processing data and orders in each system. This unique integration is the key to working smarter, not harder.

By synchronising Salesforce with Sage 200 you can create a more positive user experience with an integrated system, eliminating duplicated data entry and gaining clear visibility across your systems.

Find out more

Are you interested in synchronising your Salesforce and Sage 200? Get in contact with our experts today on 0115 840 5075 or email