Streamline Your Operations, Improve Data Management, and Increase Productivity

Sage and Salesforce are two of the most popular business management software platforms on the market today. While Sage is known for its enterprise resource planning (ERP) and customer relationship management (CRM) solutions, Salesforce is the leading CRM platform. By integrating these two systems, businesses can take advantage of the powerful features of both platforms to streamline their operations, improve data management, and increase productivity.

But what exactly is Sage and what is Salesforce, and how can they be integrated? In this blog post, we’ll explore these questions in detail, covering the types of integration available, the requirements and parameters for integration, and the various methods for integrating Sage and Salesforce. We’ll also discuss the benefits of integration and provide some examples of how businesses are using Sage and Salesforce together to improve their operations.

Introduction to Sage:

What is Sage? Sage is a leading provider of business management software, including ERP and CRM solutions. Its products are designed to help businesses of all sizes streamline their operations, improve efficiency, and drive growth. Sage offers a range of solutions for different industries, including finance, manufacturing, retail, and healthcare.

Key Features of Sages:

Key features of Sage include:

• Financial management: Sage provides tools for managing accounting, payroll, and tax compliance. It also offers solutions for managing cash flow and forecasting, and for generating invoices and quotes.
• Customer relationship management: Sage offers CRM solutions that help businesses manage customer data, track sales and marketing activities, and improve customer service.
• Supply chain management: Sage provides tools for managing inventory, purchasing, and production, as well as for tracking deliveries and returns.
• Human resources management: Sage offers solutions for managing employee data, payroll, and benefits, as well as for tracking performance and attendance.

Types of Integration:

There are two main types of integration available for Sage and Salesforce: two-way integration and one-way integration.

Two-way integration allows data to be shared between the two systems in real-time. This type of integration is useful for businesses that use both Sage and Salesforce for their daily operations and want to keep their data in sync. For example, a business that uses Sage for financial management and Salesforce for customer management may want to integrate the two systems so that customer data is automatically updated in Sage whenever it is changed in Salesforce. This can help to reduce errors and improve efficiency by eliminating the need to manually enter data into both systems.

One-way integration, on the other hand, allows data to be transferred from one system to the other, but not vice versa. This type of integration is useful for businesses that want to extract data from Sage or Salesforce for reporting or analysis purposes. For example, a business may want to extract financial data from Sage and import it into Salesforce for analysis, or vice versa. One-way integration is also useful for businesses that want to migrate data from one system to the other, such as when switching from one CRM platform to another.

Steps in Sage Salesforce Integration

The following are the process involved in Sage Salesforce Integration:

Step 1: On a timely basis, first schedule a batch API.

Step 2: Now, load the global configuration file.

Step 3: Invoke the Authentication API of Sage requesting access to data.

Step 4: BAed on Global configuration file definitions, invoke Sage API.

Step 5: Sync each object’s data to the Inbound object.

Step 6: Insert or Update data to the respective object.

Step 7: Note the sync stats for the records that failed.

Objects Synced in Sage Salesforce Integration:

The Objects synced from Salesforce to Sage ERP in Sage Salesforce Integration are listed below:

1. Accounts

2. Companies

3. Contacts

4. Opportunity Closed

5. Payments

6. Products

7. Reports

The Objects synced from Sage ERP to Salesforce in Sage Salesforce Integration are listed below:

1. Bills

2. Customers

3. Invoices

4. Purchase Orders

5. Reports

6. Vendors

Requirements and Parameters:

To integrate Sage and Salesforce, businesses will need to have both systems up and running and an active subscription to the integration service. They will also need to choose an integration method based on their specific needs and resources. Some of the factors to consider when choosing an integration method include the complexity of the integration, the amount of data to be transferred, and the level of customization required.

Integration Methods:

There are several options available for integrating Sage and Salesforce, including third-party integration platforms and native integration options provided by Sage and Salesforce.

Third-party integration platforms, such as MuleSoft and Boomi, offer a range of integration services that can be used to connect Sage and Salesforce. These platforms provide a range of features and tools for building, deploying, and managing integrations, and can be used to integrate a variety of systems and applications. Third-party platforms are useful for businesses that need a flexible and customizable integration solution but may require more technical expertise to set up and manage.

Native integration options provided by Sage and Salesforce are another option for businesses looking to integrate the two systems. These options are typically easier to set up and manage but may not offer as much flexibility and customization as third-party platforms. For example, Salesforce offers the Salesforce Connector for Sage 300, which allows businesses to synchronize data between the two systems. Sage also offers the Sage 300 Web Services API, which allows developers to create custom integrations between Sage and other systems.

Benefits of Sage & Salesforce Integration:

There are several benefits of integrating Sage and Salesforce for businesses, including:

• Streamlined operations: By integrating the two systems, businesses can eliminate the need to manually enter data into both systems and reduce errors and duplication. This can help to improve efficiency and reduce costs.
• Improved data management: Integration allows businesses to manage their data in a central location, making it easier to access and analyze. It also helps to ensure that data is accurate and up-to-date, which can improve decision-making and customer service.
• Increased productivity: Integration can help to automate various processes, such as lead generation and customer service, freeing up time for other tasks. It can also improve communication and collaboration among teams, leading to better productivity.
• Automation of processes: Integration allows businesses to automate various processes, such as lead generation and customer service, freeing up time for other tasks.

Conclusion:

Integrating Sage and Salesforce can provide numerous benefits for businesses, including streamlined operations, improved data management, increased productivity, and automation of processes. By choosing the right type of integration and method, businesses can unlock the full potential of both systems and take their operations to the next level.

However, it’s important to carefully evaluate your needs and resources before choosing an integration method. Some options may require more technical expertise or resources than others, and it’s important to choose a method that meets your specific requirements.

In conclusion, Sage and Salesforce integration is a powerful way for businesses to streamline their operations, improve data management, and increase productivity. By carefully evaluating your needs and choosing the right integration method, you can unlock the full potential of both systems.

References:

· What is Salesforce? Retrieved from https://www.salesforce.com/what-is-salesforce/ MuleSoft. (n.d.).

· Integration Platform as a Service (iPaaS). Retrieved from https://www.boomi.com/integration-platform-as-a-service/ CloudAlly. (2018, April 10).

· How to Integrate Salesforce and Sage 300. Retrieved from https://www.cloudally.com/integrate-salesforce-sage-300/