SYNC for Sage X3 and Salesforce

Description

Have the best of both worlds. 

Marrying your Sage X3 system with Salesforce equips you with an affordable and quick way to keep your business running smoothly while increasing the visibility between your front and back-office teams.

Behind the scenes, your Sage X3 system is busy optimizing your overall operations through assisting with inventory control, managing your warehouses, consolidating finances and monitoring overall performance.

Meanwhile, your sales and customer service teams can give intelligent feedback via Salesforce. SYNC enables them to check the status of Sage X3 jobs, material requirements, job progress, stock levels, financial information and much more. Sales can also win new business and automatically convert a new sale to Sage X3 in the form of a Sales Order, a Job, or a new product with a BOM.

Want to learn 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 X3?

As a Sage X3 and Salesforce owner, you can expect to understand your customers better when you start using SYNC. We make it easy to sync the orders and invoices that your customer sees to Salesforce as PDF attachments so you can ensure everybody is on the same page and build long lasting relationships in the process.

Commercient’s data syncing apps ensure your success by covering the fundamental disciplines of ERP and CRM integration.  We fully support custom and native Salesforce CRM and Sage X3 functionality.

SYNC is capable of integrating and mapping any Salesforce object(s) to any Sage X3 transaction. Clients are also guaranteed secure and easily accessible customer data for their salespeople when using the SYNC app.

What We SYNC

Commercient’s standard SYNC for Sage X3 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 X3 Is Compatible With

Commercient’s SYNC for Sage X3 and Salesforce is currently compatible with Sage 50US, Sage 50UK, Sage 50 Canada,Sage 50 Pro, Sage 50c, Sage 50c Prof, Sage 50 Quantum Accounting, Sage 50c Quantum Accounting, Sage 50 Premium, Sage 50c Premium, Sage 100US, Sage 100 France, Sage 100c, Sage 100 4.4, Sage 100 4.5, Sage 100 2013, Sage 100 2014, Sage 100 2015, Sage 100 2016,Sage 100 2017, Sage 200 UK, MAS90, MAS200, Sage 300, Accpac, Sage 500, MAS 500, Sage X3, Sage Contractor (Timberline), Sage CRE,Sage 100 German (DE), Sage Business Works, and Sage Pro.

SYNC is licensed through the Salesforce AppExchange and works with Salesforce Group Edition (GE), Salesforce Professional Edition, Salesforce Enterprise Edition, Salesforce Unlimited Edition, Salesforce Lightning Professional, Salesforce Lightning Enterprise, and Salesforce Lightning 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.

As a Licensed Managed Package through Salesforce, object and field limits do not apply to our packages. This means less for you to manage. Commercient does not require any API license in the Group or Professional editions of Salesforce as we are licensed to use the Salesforce API features for these editions.

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Payments Solution

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

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“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

Lets Get The Ball Rolling!