Salesforce is obviously a powerful tool for your sales team to manage contacts and orders, but you’re probably using a couple of other systems or applications to manage your business. Perhaps you’re using dedicated ERP system, such as Sage 200 / 300, or an accounting package, such as Sage 50.
The challenge that arises from this scenario is the disconnection between the systems and lack of data sharing. It can deprive Salesforce users of critical information required to drive sales and revenues, and can cause a significant amount of repetitive, bi-directional data entry.
Repetitive administration, such as data entry, creating and sending reports, running email campaigns or issuing welcome packs, has an impact on the ability of Salesforce users to achieve their objectives.
Automating any repetitive employee process can help reduce your operational costs, increase the amount of ‘sales time’ available to Salesforce users, and enhance the organisation’s customer service levels.
In order to improve efficiency and reduce costs, it therefore makes sense to integrate these business systems and then automate the transfer of data between them. This will enable everyone in the organisation to have access to the most up-to-date information, whether they use Salesforce or Sage, and will eradicate costly, repetitive data entry.
Downloading data from Salesforce to Sage
A dedicated integration solution, such as Codeless Platforms’ BPA Platform, can deliver the integration required as well as automate the transfer of data. All orders that have been inputted into Salesforce can then be automatically pushed down into Sage, where they can be invoiced and then sent to the warehouse for shipping; speeding up the entire process.
Customer data created and held in Salesforce can also be easily synchronised with Sage by automatically downloading any new or updated customer information into the operational data area. A workflow process can then be applied to clarify the details before the customer can be created/amended in Sage.
Pushing data into Salesforce
Everything to do with new product information, changes to pricing, the availability of stock and setting up of new suppliers, usually happens in Sage. All this information can be immediately uploaded from Sage into Salesforce, enabling sales staff to work solely in Salesforce rather than having to switch between systems, and vice versa.
Invoice details and tracking numbers can also be pulled back from the warehouse following completion of the order and uploaded into Salesforce so that the sales team has a better picture of what has been invoiced and dispatched.
Integration and automation made easy
Codeless Platforms provides integration and automation solutions for a wide-range of software, with proven experience of working with Salesforce and Sage products, exploiting their APIs to deliver seamless connectivity and data management via a simple, drag and drop interface.
Common Salesforce integration scenarios that customers often implement with BPA Platform include:
- Automatic updating of Sage when a new customer is entered in Salesforce
- Event-driven synchronisation of customer status between Salesforce and Sage e.g. customer placed on hold in Sage due to financial status
- Automated synchronisation of customer information
- Automatic creation and distribution of sales invoices in Sage when a sales opportunity is won in Salesforce
- Synchronisation of customer purchase history to facilitate cross/upsell opportunities
- Automatic synchronisation of stock availability and product lists between Sage and Salesforce
- Inclusion of non-Salesforce or Sage users within workflow processes
As you can see, the possibilities on what you can achieve are endless. Why have an employee wasting valuable time and company resources by manually processing orders and data, when the whole process can be automated?
Integration and its associated automation of business processes brings people, departments, external trading partners and information together to provide relevant data when it is needed most, helping to improve efficiency, free up resources and reduce costs.
About the author
Stuart Tarrant, Head of Communications at Codeless Platforms has been working in the IT industry since 2003. Discover more about how you can improve your business processes at www.codelessplatforms.com.