Sage and Integration

Save time and money

Have your staff working on more productive tasks by not having to waste time, manually transferring details from deals over to accounts through invoices. Let Salesforce do the work for you.

Faster processing means you get paid sooner

Every "Closed Won" opportunity in Salesforce automatically creates an invoice straight into your accounts system. This means less time spent on processing, allowing you to produce more invoices at a faster rate.

No more mistakes

Having to manually re-key data across 2 different systems can lead to a risk of disputed invoices. Instead, have Salesforce take your data automatically and work more efficiently. to Sage

  • Create Sage SOP from Quotes
  • Create Sage Invoice
  • Transfer Products, Stock Codes, Descriptions, Price etc to Sage
  • Transfer Customers & Address Details from to Sage
  • Generate Renewal Invoices for subscription based companies and more..
  • Orders in Multi-Currency Transferred
  • Multi Company Support

Sage to

  • Transfer Invoices to
  • Transfer Products to
  • Transfer complete Stock including In Stock and Free Stock information to Salesforce
  • Transfer Customer Information to
  • Transfer Customer Balances, Credit Limits, Payment Terms to Salesforce and more..
  • Purchase Order Management

What we have come to understand through years of experience is that every business is unique with unique requirements and direction. Unlike other companies we don’t just offer you an off the shelf Salesforce and Sage integration package. What we want to do is study your business thoroughly and understand exactly what you need in order to gain full advantage of our service. We are not here to change your formula. We are here to give you the right solution to be efficient and effective, as expected.