Salesforce/Sage Integration: 7 Key Features to Look for in Integration Solutions

Make Use of Customer Data

You can experience benefits such as streamlined operations and better-informed decisions based on real-time information. Integration of a CRM with an ERP enables businesses to access, integrate, and analyze customer data from multiple platforms in one place. This makes it easier to track the activity of every customer, identify trends, and make informed decisions quickly.

Process Automation

Salesforce integration with Sage lets you automate processes such as order entry, invoicing, and follow-up customer communications. By automating invoicing and follow-up communication with customers, companies can reduce the time spent manually entering data and following up with customers. Automated processes can help ensure accuracy and data consistency in customer service.

Reduce Errors

Fewer errors, reduced costs, better reporting, improved customer retention rates, and better sales performance are all things you can look forward to with such an integration. By having all customer data in one connected system and leveraging automation to streamline operations, businesses can reduce errors resulting from manual input or miscommunication with customers.

In addition to reducing costs associated with processing orders or dealing with returns/complaints due to inaccuracies or confused customers, this improved workflow can also lead to higher customer retention rates due to increased satisfaction.

Ease of Connection

Extensible connectors are tools that allow for data integration between two different systems. They allow the transfer of information from one system to another so that companies can access, integrate, and analyze customer data from multiple sources in one place.

In other words, when considering Salesforce integration with Sage, the connecting software has to be as friendly as possible to both the CRM and the ERP. Failure to have free-flowing information between the two can lead to connection errors and too much downtime.

Data Optimization

Data consistency is one of the most important parts of a robust Salesforce/Sage integration tool. Whether the information is coming from your side with order information and inventory, or it's coming from a client updating their customer details, it's vital for this data to match and remain in a consistent format as it moves between Salesforce and Sage.

Real-Time Connections

Ensuring everyone has the same information is a primary goal of any integration software. You don't want to have to wait for your ERP and CRM to sync. If a customer wants to buy a product, you need to know right away whether or not you can fulfill the order. You also don't want to sell to that customer if their account is on hold due to non-payment.

Advanced Queuing

Salesforce and Sage all have respectable uptimes, but imagine you make a large sale while either is down. Or maybe your internet went down for a split second. Did that sale go through, or did it bump into the down program and bounce off...never to be fulfilled?

With good integration software, you won't have to worry about that. The sale will be put into a queue, where it will wait until the Cloud applications are up again.

Pay For What You Need

Many integration options—and software in general—will come as one big offering; basically take it or leave it. These more-expensive options don't offer you the ability to pay for just the module and other solutions you need. When you're vetting integration software, make sure you aren't overpaying for features you won't use.

Monitor Your Data 24/7

No matter the size of your business, you can't afford to be offline for long. You also don't want a break in your integration software to impede your daily business processes.

When you're investigating ways to connect Salesforce and Sage, make sure that the integration services you're looking for are monitored by your integration partner. Doing so will alert your partner and give you round-the-clock protection.

Find Experienced Integration Experts

You don't want to use Salesforce integration software from a company that doesn't have experience with that exact integration. Every CRM or ERP has its own quirks about being connected to other software, so it's vital you use a company that knows how to fix problems before they arise.

At Clarity Ventures, our Connect software is written by developers with the intention that other developers can take the reigns down the road. By using C# and Visual Studio, further integrations are a snap. No matter the format (database, API, HL7, etc.) or protocol (REST, SOAP, JSON, etc.), we can make the integration clean and usable.