Top 10 Benefits of a WooCommerce Sage ERP Integration


WooCommerce Sage ERP Integration and How It Can Benefit You

Top 10 Benefits of a WooCommerce Sage ERP Integration

B2B buyers are getting younger as baby boomers retire leaving unfilled positions in top management jobs. These younger decision-makers are more comfortable with technology, and they expect advanced digital features when they buy products. About half of buyers are millennials, and 42 percent of all buyers use mobile devices to place orders. [1] Woocommerce Sage integration automates most business processes including ERP software, catalog management, customer relationship management software and data integration to provide a seamless customer experience. The following 10 benefits are some of the top advantages of a Clarity Connect-powered integration:

1. Automated Processes

Woocommerce eCommerce integration enables a host of automated features that include:

  • Orders download automatically into Sage ERP
  • Updates of order status, real-time inventory and images bi-directionally between Sage and Woocommerce
  • Monitoring of stock levels and triggering alerts when appropriate
  • Transferring online payment details and ID numbers to Sage
  • Sending information to selected courier services
  • Distributing orders to offline fulfillment orders for drop shipping

2. Syncing Product Inventory Across Multiple Warehouses

Syncing product inventory across multiple warehouses and brick-and-mortar stores can be difficult without full Woocommerce integration. Integration enables all product information, prices and catalog updates to be transferred to the Woocommerce storefront. Multiple warehouses can be integrated so that orders are sent to the closest warehouse for fulfillment.

3. Validating New Accounts

The interesting thing about integration is that it requires a robust API layer, which is outside the company’s firewall. This adds an extra layer of security and allows external validation processes for new clients and BI information before they’re accepted into the internal system. For example, a new customer can be examined for credit worthiness and legitimacy. Customers can also be divided into retailers, distributors, wholesalers and VIPs that might need personal attention. External data can be verified before the information posts to internal databases.

4. Custom Pricing Options

Competition among B2B companies is intense, and savvy companies try to follow the customer journey closely to gain insights. If a customer examines a product and balks at the price, it makes sense to offer special pricing tiers for bulk orders. Companies might want to deliver a price break to customers who have a history of placing frequent orders. Integration manages multi-tier pricing seamlessly. Custom quotes are automatically applied if they haven’t expired. Special integrated algorithms can deliver dynamic pricing that weighs customer value and type (i.e. reseller, VAR, distributor, VIP, etc.).

5. Personalization for Each Customer

Curating content for customers has become essential. B2B buyers don't want to spend a lot of time wading through products that they don’t handle. Integration allows sophisticated personalization. B2B organizations with large catalogs can lose revenue if they don’t compartmentalize in sub-catalogs. Personalization is also important for delivering targeted marketing messages based on various details such as time of year, special sales, new products and buyer preferences.

6. Better Delivery Options

B2B customers want better delivery options to save money and simplify shipping, which often involves big orders that are split up and sent to different locations. Customers can even manage their own deliveries by connecting directly with multiple carriers on-site. Tracking deliveries through multiple carriers becomes simple with integration.

7. Multiple Payment Options and Fast Credit Approvals of New Customers

Multiple payment options and the user experience rank as the two most significant factors in B2B sales. About 80 percent of B2B companies accept payments on their websites. A significant number of companies also accept payment by email, over the phone, by credit card, purchase orders and digital wallets. [2] Woocommerce eCommerce integration enables automated processes for credit approval and third-party collaborators that can deliver better credit scoring of commercial customers.

8. Lead Capture

Everything that happens on a B2B website is valuable information. The data can provide sales leads or more complete information about a customer’s preferences. WordPress integrations automate the following lead-management processes:

  • Triggering incentives for buyers who leave a page without buying
  • Recording all buyer behavior to qualify sales leads
  • Determining which type of visitor converts
  • Distributing relevant content to the right buyers
  • Automating workflow to distribute sales leads to the right salespeople
  • Using web forms to capture leads

9. Reporting for Better Decision-Making

WordPress integrations enable better decision-making because they unite Sage ERP, Woocommerce CMS and CRM software. WordPress apps perform hundreds of business tasks, and these can also be integrated. Running a business with disconnected systems is inefficient and prone to errors because reports must be manually entered. When the system is fully integrated, it’s easy to generate custom reports to foster better decisions.

10. Enhanced Customer Communications

Customers can communicate in more ways on an integrated site. Unfortunately, phone calls have almost become the least efficient way to communicate because of complex menus, phone tag and messaging systems. Customers can communicate through emails, customer helplines, live chat and other methods to speed the process. Automated alerts can trigger getting live help while the customer is still on the platform.

Investing in Progress

WordPress integrations offer lots of benefits and access to hundreds of business applications, and Clarity Connect provides the integration platform to seamlessly allow them to communicate with each other. However, most companies need an experienced developer to build a robust platform that integrates all business software and applications. You should look for a developer that has experience with B2B integrations, Woocommerce and Sage ERP for the best results. Special Woocommerce connectors can greatly simplify the integration process, and many developers have these readily available. Give Clarity a call today to discuss your Sage integration project.


[1] B2B E-Commerce Trends To Take Notice Of In 2018

[2] Ecommerce Trends