Salesforce to Sage Integration

Using Salesforce and Sage as separate systems can cause data errors, inefficiencies, slow decision-making, and inaccurate inventory management, leading to overselling or stockouts. 

Zynk has a cost effective solution and can integrate all Sage products, including Sage 50 and Sage 200, with Salesforce.

Zynk Workflow is an integration platform which will transfer your key data from Salesforce to Sage (or Sage to Salesforce) automatically. No more manually transferring sales orders, inventory information and customer information between your systems.

Benefits of integration

Integrating Sage and Salesforce streamlines your business processes and can deliver significant benefits such as:

• No more data entry errors: Automated synchronization ensures error-free data.
• Timely, accurate data: Near real-time syncing provides reliable information for better decision-making.
• A better experience for your customers: Accurate product availability and faster order processing improve customer satisfaction.
• No more overselling: Maintain accurate inventory levels and avoid stockouts.
• More time for strategy: Reduced manual data entry frees up time to focus on what matters most.

What areas of Sage and Salesforce can be integrated?

Almost any area of the two systems can be integrated. The most common areas of integration include:

• Synchronizing customer records between Salesforce and Sage for accurate customer profiles and position in the sales pipeline.
• Exporting orders for efficient order processing.
• Uploading inventory data such as product SKUs, quantities, and prices for up to date product information.
• Sending price lists or price book data for exact billing.
• Automate the transfer of opportunities from Salesforce to Sage for a precise view of actual and potential orders.
• Updating dispatch notes from Sage to Salesforce for precise inventory management.
• Integrating with third-party logistics systems like ShipStation for automatic order shipping.
• Connecting with warehouse management systems like PeopleVox or ProSKU for automated stock replenishment.

Why choose Zynk for your Sage and Salesforce integration?

Zynk is an expert in data integration and we’ve delivered many successful integrations for companies using Salesforce and Sage. We’ve worked with businesses of all sizes and Zynk Workflow can be customised to your specific needs. The advantages of choosing Zynk include:

• Zynk Workflow is always updated in line with API changes to keep your systems running smoothly at all times
• Keep your costs low with a one-time implementation fee followed by affordable annual license fees
• We take the time to fully understand your unique business needs before building your tailored solution for a perfect fit 
• Once we’re live you can easily add or adjust workflows to suit your ever-changing needs
• We can integrate over 70 different systems so switching your accounting or e-commerce systems is easy and you won’t miss a beat
• Receive expert assistance from our dedicated in-house support team and efficiently address any bumps along the way
• Trusted by renowned brands like Buff, Teapigs, Hype, Penhaligons and more!

What versions of Sage and Salesforce are supported by the integration?

Contact us today!

Get in touch with one of our team on 0191 820 1484 or email [email protected] to get started!