Solutions Connect for Sage 200 and Salesforce
Powerful Sage 200 & Salesforce integration software empower users, eliminates manual processes and transforms the customers' experience of your business.
Streamline your business
Synchronisation between Salesforce and Sage 200
Solutions Connect empowers Sales and Marketing teams to drive revenue growth & enables Client Services staff to improve your customers’ experience of your business.
Eliminate manual processes and data errors, and provide management stakeholders with rich KPI data by centralising all of your Customer information.
Discovering Salesforce with its Sage 200 connector through Solutions for Accounting was a hidden gem moment. With its modern interface and seamless integration, it transformed our data chaos into streamlined efficiency.
Thanks to Solutions for Accounting, we found the perfect fit for our needs. A game-changer for our business!"
Sharon Christopher, Financial Controller
Find out more
Key features of Sage 200 and Salesforce integration software
Data
Customer and Supplier data can be written back to Salesforce for any linked account.
This data can consist of analysis codes, credit limit, turnover, plus many other Sage 200 account fields.
Products
Stock items created in Sage 200 are uploaded to Salesforce.
These products are then available for use when creating quotes and orders within Salesforce.
Price book
All price bands and prices for products are uploaded to Salesforce.
This includes foreign currency prices and details of standard price bank links.
Stock balances
Warehouse stock information is uploaded to Salesforce for linked products.
This includes the warehouses that are linked to the product and the balances within the warehouse (free stock, on order quantity etc).
Sales orders
Sales orders in Sage 200 are automatically synchronised back to Salesforce to a new Sage orders object– this can include sales orders created prior to integrating the systems.
Users can track buying trends over time; view previously ordered products, quantities and prices and more!
Field mapping
For each area of the integration you are able to map fields between Sage 200 and Salesforce – this includes the custom fields in Salesforce and analysis codes in Sage 200, to support your bespoke customisations.
Criteria can be utilised for the synchronisation of data – such as only creating/synchronising Sage 200 customers with Salesforce accounts, if the Salesforce account has a Type of “Customer”.
Sage 200 & Salesforce connector Customer Success Story
Equipment provider improves functionality
Connecting the two systems together means people can see what they need to see. We bring financial info across into Salesforce, we bring opportunities back into Sage. It enables people to share information much more quickly on customers that they’re dealing with.
David Van Walt, Joint Managing Director, Van Walt
To your schedule
Synchronisation schedule
The Solutions Connect routine run is based upon a schedule which can be set to run during office hours and/or on any frequency you wish, e.g. every 5 minutes.
As Salesforce Users can see stock and order history, they may no longer need a Sage 200 User licence (or vice versa).
*Our integration requires one Sage 200 web User and one Sales Cloud User.
Build Salesforce reports and dashboards based on the data synchronised from Sage 200, making it easy to visualise trends and identify gaps.
Save time with Sage 200 and Salesforce
Simplify your processes
No more switching between software to check
No double entry of:
- Stock
- Order history
- Contact details
- Contact details
- Company details
- Orders
Award-winning service and support
Why Solutions?
Utilise our knowledge and expertise to help streamline and automate your processes, freeing up time so you can focus on achieving your business goals. With this intuitive, true-cloud accounting system you can be more efficient and focused than ever.
As a Salesforce Certified Partner, we deliver transformational business management systems for our clients. By integrating Sales Cloud and Service Cloud with Sage 200, we’re able to deliver best-of-breed solutions on the Force.com platforms that support growth.
As a Sage Platinum Partner, with over 25 years’ experience delivering business management solutions for clients, our team can help you transform the way you do business.
With unprecedented access to a friendly support team, Sage 200 and Salesforce experts and IT professionals you can focus on achieving your business goals.
