Name: Integrate Sage 100c and Salesforce
Brand: Commercient
SKU: 152258
Rating: 5.00 (3 reviews)

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★★★★★(3)

Integrate Sage 100c and Salesforce

Description

Integrate Sage 100c and Salesforce

Integrate Sage 100c and Salesforce for a simple, fast, and cost-effective way to ensure your operations are running at their best while improving the visibility between your sales, customer service, and back office teams. Back-of-house, your Sage 100c systems are hard at work, managing your inventory and resources, scheduling work orders, consolidating your finances and much more. Meanwhile, your sales and customer service teams can monitor and provide real-time feedback through Salesforce.

Thanks to SYNC, your sales and customer service teams can enjoy a birds-eye view of your entire business. They are able to check the progress and status of Sage 100c orders, inventory, invoices, warehouse avaliblity, resources to fulfill an order, work center details, financial information, and stock levels. Your sales team can also close new business and automatically convert closed won opportunities to Sage 100c in the form of a Sales Order, a Job or a new product with a BOM. Saving them precious hours and increasing team efficiency.

SYNC works with all versions of Sage 100, including Mas 90. Commercient can bring over all the same data from Mas 90 to Salesforce as it can from Sage 100c to Salesforce.

Would you like to learn more? Ask your Commercient representative for further information.

You can also find us on the Salesforce AppExchange.

Why?

Why SYNC Salesforce and Sage 100c?

If you are looking to grow your business through the use of cloud software and automate sales Commercient has the app for you. Commercient helps businesses streamline sales and customer service, through the power of data integration. By integrating Sage 100c data to Salesforce your empowing your sales team with all the business operations data they need to make informed sales decisions.

We help sales and customer service achieve their results by integrating Sage 100c sales and order information in Salesforce. The SYNC app also automates the import of orders and invoices from Salesforce back into the Sage 100c 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 quote to cash cycle. Our customers have consistently grown year after year since using our SYNC for Sage 100c and Salesforce.

Check out what our Sage 100c and Salesforce customer say about our integration!

What We SYNC

Commercient SYNC for Sage 100c and Salesforce includes:

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

SYNC for Sage 100c and Salesforce Is Compatible With

Commercient’s SYNC for Sage 100c is licensed on the Salesforce AppExchange and is compatible with Sage BusinessWorks 2017, Sage BusinessWorks 2017 SP 5, Sage BusinessWorks 2018, and Sage BusinessWorks 2018 SP 2.

Commercient SYNC for Sage BusinessWorks 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 200 or Sage 200 Extra (UK) system. Both on-prem and cloud installations are supported.

Video

Payments Solutions

Credit Card Payments Solution Add-On

Do you need an Credit Card payments solution to complete your Sage 100 and Salesforce integration? We’ve partnered with multiple payment processors to provide you with the merchant service you’re looking for.

If you want the ability to take quicker payments in your Sage 100, Salesforce, 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

Product Review

★★★★★

“Integrate your sales data into Salesforce - Where Commercient differs from other integration providers is in the depth of the integration and that they do all the heavy lifting for you. It's one thing to just push the customer table to Salesforce. It's another to make sure it syncs to the right accounts. And it's yet another to create sophisticated views of your data (pulling information from several tables) and push them neatly and digested to one object in Salesforce. The first implementation that we used Commercient was a couple years ago. We integrated Syspro with SQL database with Salesforce, pushing several tables with relevant account info. Mainly invoices, payments, invoice line items, equipment (assets) but also sophisticated SQL views. With further formula fields, this info allowed us to give users a full view of what's going on in each customer. Receivables, average qty sold per week etc. The sophisticated views looked at recent sales in our database. For every product, it looked up in multiple database tables what was the list price, what price the customer was getting, was that because of a flat contract price or discount %, what effective discount that represented, what discount the customer would be eligible for given their actual volume. And then it presented that data in Salesforce in a single related list. Note that Commercient can also go beyond the Salesforce integration - as a separate optional service. Once we had it tap into your database, we also wanted to send customers email notifications with their order info. Formatting an HTML email with line item info (i.e. data from child objects) and lots of formula calculations goes beyond what you can do in Salesforce with the built-in email templates. So we worked with Commercient to execute that . As our users put in orders and invoices, customers automagically got email notifications of their orders. I have worked with part of the Commercient team since 2009 as they were our Syspro reseller. The team and support are solid.”

- Marcelo Crescente

★★★★★

“Great App and support team - The app has helped our company sync our ERP system to salesforce and is helping our business operate more efficiently by allowing the sales team one interface. The Commercient service has been responsive and knowledgeable. We will work with them again in the future.”

- Matt Hicks

★★★★★

“Excellent Dynamics GP Integration App -We installed our Dynamics GP sync for Salesforce about two months ago. First, let me say that this app is fantastic. Everything that I could have hoped for. I am creating reports of sales by customer, by period, by product and more. Using the Commercient GP Sync I my users can see the status of their orders, and their sales from the ERP accounting records directly. Customer service is great too.”

- Dane Whitley

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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

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Must Read Blogs

Additional Integrations with Commercient SYNC

All You Need To Know About Commercient And Amazon Seller Central

The Truth Behind Hidden Data Integration Costs, And Why Commercient is Different

How Salesforce Field Service Management and Commercient Can Help the Service Industry

Republic Manufacturing: Salesforce and Sage 100 data integration journey with Commercient SYNC

LETS GET SOCIAL