Integrating Salesforce CRM & 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:

  • Viewing Sage ERP information in Salesforce
  • Customer reporting in Salesforce from Sage ERP data
  • Working with customer Billing & Shipping
    in Salesforce
  • Tracking orders and statuses in Salesforce
  • Promoting prospects in Salesforce to customers
    in ERP
  • Using customer price books to quote and sell
    in Salesforce
  • Posting orders from Salesforce into Sage ERP
  • Mobile ready enablement for Salesforce