Solutions Connect
Powerful Salesforce Graphical Dashboards
Solutions Connect enables organisations to bring Salesforce customer characteristic data together with Sage 200 financial history information to create centralised reports and interactive graphical presentations within Salesforce's powerful dashboard designer.
Dashboard Flexibility
- Use bar charts, pie charts, line graphs, and more to focus attention on key metrics in Salesforce
- Populate charts with data derived from Sage 200 ERP as well as native Salesforce information
Convert Salesforce Opportunities to Sage 200 Orders
Once a Salesforce opportunity is closed, and a quote converted to a Salesforce order, the order record is used to automatically generate a Sage 200 order. Also, orders generated in Sage 200 directly are synchronised into the Salesforce order list so that they're available for analysis, reporting and dashboards.
Automated Order Synchronisation
- Salesforce orders used to automatically created order records in the Sage 200 ERP system
- Orders created in Sage 200 are automatically synchronised into Salesforce to support KPI analysis and reporting
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