Connect Salesforce to Sage and watch your productivity skyrocket

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

Connecting Sage and Salesforce means sales and finance stop working from separate versions of the truth. The main benefits are:

• One set of customer records: Accounts created or updated in Salesforce reach Sage, so nobody has to rekey them.
• Orders without retyping: Won opportunities become sales orders in Sage automatically.
• Quotes based on real stock and prices: Product, stock and price list data from Sage is visible in Salesforce before a rep commits to a price or delivery date.
• Accurate answers for customers: Dispatch updates from Sage appear in Salesforce, so sales and service teams can tell customers where their order is.
• More time for selling: With less manual data entry, sales and finance teams can focus on customers.

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.

Zynk Workflow is kept up to date with Salesforce and Sage API changes, so your integration keeps running. Pricing is a one-time implementation fee followed by an annual licence. We take time to understand how your sales and finance teams work before building the integration, and once it's live you can add or adjust workflows as your needs change. Because Zynk connects with a wide range of accounting, ecommerce and CRM systems, switching platforms later won't mean starting again, and our in-house support team is on hand if anything needs attention. Zynk is trusted by brands including Buff, Teapigs, Hype and Penhaligon's.

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

Sage

• Sage Accounting (Sage One)
• Sage 50cloud Accounts and Sage 50
• Sage 200 and Sage 200cloud
• Sage 200 Online
• Sage Intacct
• Sage 50 Canada
• Sage 200 Evolution

Salesforce

• Professional Edition (API access required)
• Enterprise Edition
• Unlimited Edition

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