SYNC for Sage 100 and Salesforce

Description

Have the best of both worlds. 

Marrying your Sage 100 system with Salesforce is a quick and cost-effective way to keep your operations running at optimum while providing critical visibility to your sales and customer service teams. In the back-office, your Sage 100 system streamlines your processes, assisting with inventory control, warehouse management, financial consolidation and overseeing overall performance.

Meanwhile, your sales and customer service teams can offer intelligent feedback through their Salesforce view. SYNC enables them to check the status of Sage 100 jobs, material requirements, job progress, work center details, inventory availability, financial information and much more. Sales can also close new business and automatically convert the new sale to Sage 100 in the form of a Sales Order, a Job, or a new product with a BOM.

Want to know more? Ask your Commercient representative how SYNC can help you.

You can also find us on the Salesforce AppExchange.

Why?

Why Use SYNC for Sage 100? 

If you are looking to grow your business through the use of cloud software, automate sales and become a fully digital business Commercient has the app for you. Commercient helps businesses streamline sales and customer service, cut costs, increase customer satisfaction, and drive profitability.

We help sales and customer service achieve their results fast and efficiently by presenting the Sage 100 accounting and order information on the screen at the right time. The SYNC app also automates the import of orders and invoices from Salesforce back into the Sage 100 system so that the purchasing, shop floor, and warehouse can immediately act on the sale.

We can also help you tie the order back to the opportunity and the account in Salesforce in order to complete the circle of order to cash. Our customers have consistently grown year after year since using our SYNC for Sage 100 and Salesforce.

What We SYNC

Commercient’s standard SYNC for Sage 100 and Salesforce includes the integration of:

Accounting data:
ERP customers with CRM accounts, customer payment terms and credit limits, open invoices, invoices on hold, multiple ship-to addresses, multiple bill to addresses, and account history.

Sales order data:
Open sales orders, sales order detail lines, and sales order history.

Invoice data:
Open invoices, invoice detail lines, payments, invoice history, and serial numbers shipped.

For additional information, and items we can integrate for you, visit the pricing page.

Compatible Software

Software SYNC for Sage 100 Is Compatible With

Commercient’s SYNC for Sage apps are licensed on the Salesforce AppExchange and are compatible with Sage 100 ERP (Standard Advanced Premiere) (MAS90 MAS200) on both SQL and noSQL (Pervasive DB) platforms. Versions supported are Sage 100 Contract, Sage 100c, Sage 100 4.4, Sage 100 4.5, Sage 100 2013, Sage 100 2014, Sage 100 2015, Sage 100 2016, and higher.

Commercient SYNC for Sage 100 works with Salesforce Group Edition (GE) as a licensed managed package with a built-in API license for GE, Salesforce Professional Edition (PE) as a licensed managed package with a built-in API license for PE, Salesforce Enterprise Edition (EE) as a licensed managed package (API included in EE), Salesforce Unlimited Edition (API included in UE), Salesforce Lightning Professional as a licensed managed package with a built-in API license for Professional, Salesforce Lightning Enterprise (API included in Enterprise), Salesforce Lightning Unlimited (API included in Unlimited).

SYNC is also compatible with Sales Cloud, Marketing Cloud, Force.com, Wave Apps, Salesforce Mobile 1, Salesforce App Cloud, Lightning Bolt, Steelbrick, Salesforce Quote-to-Cash, Desk.com, Pardot, Analytics Cloud, Sales Wave Analytics, Community Cloud, Commerce Cloud Digital, Commerce Cloud Store, Chatter and Salesforce IoT Cloud.

Commercient’s SYNC agent is installed on a Windows PC or Server for direct connection to the Sage 100 ERP system. Both on-prem and cloud installations are supported.

Video
Payments Solutions

ACH Payments Solution Add-On

Do you need an ACH payments solution to complete your ERP and CRM integration? We’ve partnered with Sage Payments to provide you with the ACH service you’re looking for.

If you want the ability to take quicker payments in your ERP, CRM, or eCommerce system, would like to experience less fraud, and provide more convenience for your customers you can download the PDF below or contact us now to learn more.

PDF Download: Payments SYNC Add-On Solution

Get Your Free Demo

logo-technikscorp

“Commercient’s solution works as advertised, I buy a lot of software, I have a lot of projects, and I deal with a lot of vendors, and so far 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.”

– Gene Horlander

Let’s Get The Ball Rolling!