Advantages of Integrating Salesforce and Sage 100 with Commercient SYNC
Businesses often look for a way to integrate Sage 100 and Salesforce, which can help them streamline their workflows. Commercient SYNC allows you to run your company from one screen by SYNCing data either one-way or two-ways, between the two systems
As cloud software and services continue to grow, Commercient gives you the power to become a fully digital business. By joining your Sage 100 and Salesforce systems with SYNC, you can:
- Streamline your processes, sales, and customer service
- Increase customer satisfaction
- Cut costs
- Assist with inventory control and warehouse management
- Consolidate your financials
And because SYNC is cloud-based, you and your team can easily access data from Sage and Microsoft Dynamics CRM from anywhere you are located.
In addition, sales and customer service teams can offer intelligent feedback through their Salesforce view. This enables them to check the status of Sage 100 jobs, progress, material requirements, inventory availability, work center details, financial information, and much, much more.
SYNC can automate the import of orders and invoices from Salesforce back into the Sage 100 system. With this data, your company’s purchasing, shop floor, and warehouse can immediately act on new sales.
Your sales team will have the ability to close new opportunities, and automatically convert that new sale to Sage 100 via a Sales Order, Job, or New Product with a Bill of Materials (BOM). And much more.
What Commercient initially SYNCs between Sage 100 and Salesforce:
- Customer data:
a. Customers synced to Accounts
b. Customer AR information
c. Multiple Ship To location addresses
- Sales order data:
a. Open sales orders
b. Sales order detail lines
c. Sales order history
- Invoice data:
a. Open invoices
b. Invoice detail lines
d. Invoice history
e. Serial numbers shipped
- What else you can SYNC:
a. Inventory Availability by Sage 100 warehouse location
b. Product Item master
c. Price lists
d. Any Sage data
- What you can SYNC back to Sage:
- What about custom objects?
a. UDF user defined fields in Sage
b. Custom Objects in Salesforce
c. Custom Views from Sage
Commercient SYNC can help drive profitability for your business. In fact, SYNC customers have seen consistent growth, year after year, since SYNCing their Sage 100 and Salesforce systems.
As one customer praised, “Commercient’s SYNC has responded on every aspect; there’s no issue I can think of where it hasn’t worked like I thought it would.”
Are you ready to SYNC your Sage 100 and Salesforce systems? Click here to learn more, or fill out the contact form to the right, and one of our AEs will reach out to you.
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