Solutions Connect
Sage 200 & Salesforce Integration
Empower Sales and Marketing teams to drive revenue growth & enable Client Services staff to improve your customers' experience of your business. Eliminate manual process and data errors, and provide management stakeholders with rich KPI data by centralising all Customer information.
Benefits
Integrate Finance and CRM
Eliminate the manual processes associated with re-entering customer data from Salesforce into Sage 200, and manually posting orders. Solutions Connect enables users to create Sage 200 Accounts... show more
Eliminate the manual processes associated with re-entering customer data from Salesforce into Sage 200, and manually posting orders. Solutions Connect enables users to create Sage 200 Accounts directly from Salesforce Company records, and convert Opportunities to Orders automatically. Data mismatches that occur as a consequence of duplicated entries are eliminated and business systems users share a common view of customer data. When records are updated in your ERP system, changes are synchronised through to Salesforce to ensure that a single central source of truth is maintained. show less
Empower Sales Users
Provide sales users with rich real-time visibility of customer account status data together with a detailed history of transactions with low-level detail of products and services purchased. With this... show more
Provide sales users with rich real-time visibility of customer account status data together with a detailed history of transactions with low-level detail of products and services purchased. With this information available to them, sales teams can maximise the potential for cross-selling opportunities and deliver real customer value. With insight into credit status data and past performance of each account, sales users have never been better informed and are ready to recognise revenue opportunities as they arise. show less
Focus Marketing Effort
Build a more intelligent marketing focus by enabling marketers to segment target data based on any customer metric. Not only is it possible to profile by the characteristics of prospects and clients... show more
Build a more intelligent marketing focus by enabling marketers to segment target data based on any customer metric. Not only is it possible to profile by the characteristics of prospects and clients (such as market sector, geography, and the kind of demographic data that's maintained in Salesforce), but marketing teams can also factor in spend, products purchased (or not purchased!), historical performance and any other accounts related metric. show less
Support Decision Making
Provide stakeholders with Key Performance Indicators driven by assimilated data from Salesforce and Sage 200 data. Use Salesforce's powerful dashboard presentations to summarise key Salesforce and... show more
Provide stakeholders with Key Performance Indicators driven by assimilated data from Salesforce and Sage 200 data. Use Salesforce's powerful dashboard presentations to summarise key Salesforce and Sage 200 data in one place, in a format that is easily interpreted. Salesforce cloud hosting means that decision-makers can access the data they need at any time, from any location, and on virtually any internet-connected device. show less
Details
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