Many businesses rely on multiple solutions to keep them running efficiently. Often this includes CRM and ERP systems. Finding a single leading business management solution that is perfect for your organisation is difficult enough, but finding two that seamlessly work together can feel like an impossible challenge.
By integrating Salesforce with your Sage ERP, you give your CRM access to all of the information handled by your ERP, which can improve the effectiveness of both systems, significantly benefitting your organisation.
What is Salesforce?
Salesforce is the world’s leading cloud-based CRM system that helps you put customers at the centre of your business processes while carefully managing interactions. Salesforce empowers your teams to focus more on clients’ needs and less on monotonous administration duties, helping them focus on business growth.
With Salesforce, you will be provided with the tools to improve your understanding of your customers, allowing you to tailor sales interactions to drive customer satisfaction and profit growth.
Salesforce is also regularly updated to their software, giving you access to new features and improvements.
Salesforce and Sage Intacct
Sage Intacct is a powerful, cloud based financial management solution for growing businesses. The system can be tailored to ensure that it perfectly fits your organisation’s needs and guarantees seamless support in helping you achieve your business goals.
Integrating Salesforce and Sage Intacct will give you more efficient collaboration between sales and accounting and a streamlined, automated quote-to-cash process that saves time, reduces errors and accelerates cash flow. The integration is built and supported by Sage Intacct so there is no requirement for third party input, which means you can focus on growing your business, not your integration.
Salesforce and Sage 200
Sage 200 is a leading cloud-based or on-premise accounting and ERP solution for small and mid-sized organisations. It puts users in control of core financial and stock management functions whilst being fully compliant with MTD & GDPR legislation. Sage 200 is a popular upgrade choice for those who have outgrown their Sage 50 system, with our consultants able to help you transfer your existing data.
Our bespoke Sage 200 and Salesforce connector eliminates the manual re-entry of customer and order information, empowers sales and marketing teams to close more profitable deals, and enables business leaders to make more informed decisions.
What are the benefits of integrating your CRM and ERP?
Centralisation of Accounts and Contacts
As your CRM and ERP software both store detailed information on your customers, integrating the two systems provides complete financial visibility in one location. This helps staff gain rich insights into your customer base in order to efficiently track your customer-preferences, behaviours, profitability, and loyalty.
Improved budgeting and forecasting
When you integrate your ERP with CRM, forecasts can be matched easily to demand giving you the ability to boost customer satisfaction by preventing excess stock or shortages and improving delivery times.
More sales opportunities
When your employees have visibility of clients’ order histories, they have the information they need to proactively up-sell and cross-sell your products and services. With an integrated CRM and ERP, machine learning gives salespeople automated and targeted recommendations, making it easier for them to reach targets and boost sales.
Consistent information
Without integrating CRM and ERP systems, it is common practice to input data separately into each platform, leading to mistakes and inconsistent customer information. By integrating the two, you can give your team up-to-date, real-time information meaning duplicate data entry becomes a thing of the past.
Improved efficiency
When your CRM and ERP work together seamlessly, your team will spend less time on manual time-consuming tasks by automating workflows and processes. This enables them to more spend time on the important activities that impact your bottom line and saves both time and money on labour costs.
How can Solutions help you?
With over 20 years’ experience supporting businesses and a talented in-house development team, we can help you understand how to maximise the potential of your software system and tailor it to support your business effectively. Solutions have many software additions which allow you to be competitive, improve efficiency and maintain complete control.
As a leading Sage strategic partner and Salesforce Certified Consulting Partner we will help you through every step of the implementation process, from consultation to the support that you will receive once your business is up and running with the chosen add-on.
To find out more, contact our experts. You can call us on 0115 840 5075, email us at enquiries@solutionscloud.uk, or use the contact form below.
