Dreamforce 2015: Sage Live & Salesforce Integration

By: | Category: Cloud Computing, CRM, News

The big day is finally upon us and no doubt many of you are in route or about to board your flights. We wanted to take a little time to talk about the new Sage Live product and our Salesforce integrations if you already have a Sage accounting product and are looking to connect the two.


The most common question we are getting at this point around Sage Live is “Why Sage Live and how can it benefit me and my company?” Well, that depends on what type of firm you have. Initially, we can tell you that Sage Live is about redefining the way the world thinks about accounting and using the best cloud platform to enable customers to have an end to end system to run and manage a business. More importantly, Sage Live will develop into a very robust offering through the development of Sage’s version of the App Exchange and through feedback from customers on what their most pressing business issue are and adding that into the core offering.

For most, small businesses technology is not a strategic initiative but a necessary evil that they must deal with in order to grow the business and manage expectations with customers as well as handling the day to day transactions that need to occur in for selling their products and services. Sage Live is going to provide you that opportunity to handle the financial side of the equation and because it’s on the Salesforce platform you will be able to leverage not just a great CRM product but all of the other applications that nicely tie together your business technology needs. More simply put, it will enable you to have peace of mind that whatever your business need, there will be an answer to have everything you need in the cloud to scale your business and fuel your growth.

Where We Fit in

Our job in the eco system as a Salesforce consultancy and an expert in the field of accounting is to be the glue that helps you bring everything together and be able to deal with a one stop shop, whether it’s making the right connectivity with Salesforce or helping you integrate other core applications, like Office 365. Since we already have extensive experience and resources to run an entire business we know that our 20 years of helping small and medium size businesses succeed will be crucial for success.

This not only applies to commercial business ventures but also to the world of non-profit organizations. As a Salesforce Foundation partner with extensive experience in the world of non-profit accounting and CRM we have the ability to help craft a solution through a Sage Live integration offering or through our Salesforce integration capabilities with existing solutions that you might use (like Abila MIP).

Speaking of Salesforce integration we know that many customers that have invested in Sage accounting solutions already are looking to have the right connectivity and workflow to handle their business needs and we will also spend significant time talking to customers that run Sage 50, Sage 100, Sage 300, Sage 500, Sage X3 and even Sage Pro. Our App Exchange partner Commercient has developed a robust integration that enables us to provide a great integration platform for making the most out of your investment in Salesforce.

What most companies are acutely aware of in today’s hyper-competitive marketplace is that it is very hard to run any business with silos of information. More importantly, bringing back office data into the cloud enables us to leverage the Salesforce platform in a way that empowers our front line personnel to be productive and keep customers happy. And, we know that one size does not fit all.

Some organizations just want to provide sales and invoice history and promote prospects into their accounting systems. Others are looking for a way to automate transactions like donations, or sales orders and invoices from front to back office and we can do that as well. For those also looking to handle complex things like projects or CPQ (configure, price, quote) we can facilitate the level of connectivity to make the most out of both systems (and other solutions that need to plug in as well).

So welcome to Dreamforce! It is an experience you will never forget. If you are an existing customer and want to talk come see us at booth W200 in Moscone West. If you are not a customer come by and we would love to talk and show you why we understand how to meet your needs and will partner with you for your future success, be it with Sage live integrations, Sage accounting Salesforce integrations, or any related solution or service mentioned.