Integrating Salesforce.com & Sage ERP
Salesforce is the world's top provider of cloud-based CRM. With an estimated 20 percent of the market, Salesforce is the undisputed leader of the CRM market, and set the standard for cloud-based technology.
For many companies meaningful ERP integration has been a pipe dream. Now that integration is a reality for Sage 100, 300, 500 and X3 customers.
In this session we'll discuss how Salesforce integration with Sage ERP works, the best practices for implementation, and
also show a live demo of Sage ERP integrated with Salesforce. We will highlight:
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Viewing Sage ERP information in Salesforce
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Customer reporting in Salesforce from Sage ERP data
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Working with customer Billing & Shipping in Salesforce
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Tracking orders and statuses in Salesforce
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Promoting prospects in Salesforce to customers in ERP
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Using customer price books to quote and sell in Salesforce
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Posting orders from Salesforce into Sage ERP
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Mobile ready enablement for Salesforce
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