Improved reporting and enhanced dashboards based on Sales information from ERP.
Some of the features of Salesforce CRM Integration for Sage ERP are:
Bi-directional data visibility
Data is an extremely important aspect of any business. For quick and accurate decision making access to real time, bi- directional information is needed to always stay ahead of the curve. Sage Salesforce integration provides updates on customers’ orders, invoice status and customer details bi-directionally.
Secured Access to Business Data
Data security is achieved by protecting digital information in a database from the unwanted actions of unauthorized users. Integrate CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) accounting software to allow your business to control access to ERP using security rights feature. Accounting details are shared with stakeholders or individuals that benefit from its information. Users can secure these details and manage their visibility effectively with a security matrix.
Data Access – Anytime, Anywhere
With the unique advantage of 24/7 access, limited IT investment requirement, and cloud capabilities of CRM, ERP details can be accessed anytime, anywhere. In addition, the robust connectivity between Salesforce and Sage ERP enables the cross-device interface, making it feasible to access critical information of leads; customers and orders, view product updates, pricing changes, transactional updates, accounting updates and also promote customers and orders to Sage ERP on the go from smart devices such as mobile, desktop and laptop.
Flexibility to Configure Custom Fields in Salesforce
Sage Integration with Salesforce allows you to add or create new inquiries in CRM as per your business needs based on the Sage ERP facts whilst providing your sales team with a holistic view of running processes. Integrate Salesforce to modify existing inquiries to include custom fields in CRM reflecting associated ERP details.
Promote Entities
In businesses, inquiries are converted into leads and then to accounts where they perform a transaction. Sales Representatives can promote an already existing Account in Salesforce as a Vendor in ERP with the GUMU™ lightning interface version. Hence, sales teams gain the ability to escalate Customers, Sales Orders, Accounts from CRM to ERP, reducing time and efforts of data entry into Sage ERP systems.
Standard Salesforce Opportunity
The Standard Salesforce Opportunity function enables users to use features such as:
