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
- Product
- Industries
- Additional Categories
- Developer
Similar Apps
BillBjorn
Lightning fast automated data entry into Sage Accounting
BillBjorn
Capsule
Capsule is the smart and simple online CRM used by thousands of businesses and sales teams worldwide. Capsule CRM gives you the big picture about your customers and contacts so you can better help them and make the most of your sales pipeline to grow your business.
Capsule
Clarity
Clarity helps Sage accountants, bookkeepers & advisors to introduce and/or scale business advisory services using your client's Sage Accounting data. Clarity is a systemised business strategy & goal setting tool that enables business owners to understand and improve their numbers and create a clear strategic plan to build their ideal business.
Clarity
Credit Hound
Credit Hound is powerful collections management software, designed to help you get paid faster and reduce the amount of admin involved in chasing payments. With the automation of many of your everyday credit control processes it will give you more time to focus on other tasks.
Credit Hound
HireHop Equipment Rental Software
Affordable & powerful equipment rental software for your hire company. Manage inventory, jobs and clients with the world's best Rental Business Software.
HireHop Equipment Rental Software
Joiin
Consolidated financial reporting made easy with Joiin - manage your multi-entity and multi-currency group consolidations, creating great looking custom reports and management reporting packs from your Sage financial data.
Joiin
Paperless Software
PaperLess is becoming the Top Choice of Sage users to automate Document Management Processes and Invoice Processing routines by bringing together Automatic Invoice Recognition, Automatic Matching and Closing of POs, Online Invoice Approval together with Full Automation of Emailed Invoices.
Paperless Software
Simple-Simon
Simple-Simon's smart work order app makes it possible to digitize work orders/job sheets and get rid of the paper hassle. Register your work on the spot via smartphone and tablet and keep track of all work orders via the office module. Save time, money and increase your quality.
Simple-Simon
Swoop Funding for Advisors
As accountants and advisors are called on to help their clients grow - Swoop will work with you to discover the right funding solutions across debt, equity and grants, identify and easily make savings, making you indispensable to your clients.
Swoop Funding for Advisors
nettTracker
nettTracker can save hours when making adjustments at the end of a financial period. Fixed asset processes can be fully automated, along with additional time saving tools to adjust prepayments and accruals including deferred income.
