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ERP Solutions for Salesforce

As the world heads towards innovative business solutions to tackle management issues, integrated systems are proving to be the way forward in this race. As a combined force, these systems drive processes faster, minimize errors, improve data visibility and give a unified view. Given the same, Greytrix Australia offers robust ERP systems like Sage X3 and Sage 300 for Salesforce CRM. 

The Salesforce CRM is an end-to-end solution made for Australia and New Zealand regions to help craft a holistic customer experience by improving the flow of customer data and providing better access from anywhere, anytime. It plays a massive role in operating virtual workforces as it gives customer-related updates on the go. Integration with Sage ERP adds to the robust system equipping it with better financial and accounting workflows. The ERP integration with Salesforce tailor made for Australian enterprises can be availed for Sage X3 and Sage 300. It is the best-in-class solution that connects sales, revenue and finance to build a central hub of organizational data, providing easy access and improving inter-departmental collaboration.

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Features/Benefits

Streamlined workflow

This integration of Sage ERP with Salesforce cloud CRM gives you smarter workflows with the efficient quote-to-cash process and an overall view of the customer. This accelerates your freedom to explore data relevant to your operations, understand it in-depth and deliver better customer service. Moreover, it helps sales personnel track the impact of their work on business metrics through detailed reports and dashboards

integration sage erp salesforce
salesforce crm and sage erp integration

Improved Productivity

The Salesforce CRM solution and Sage ERP integration for Australia helps seize opportunities and respond to leads and customers quickly. It also helps view the complete customer profile and craft better experiences. In addition, one can enhance customer reporting through data from ERP. With streamlined processes and data visibility, one can identify opportunities and make critical business decisions hassle-free

Better Collaboration

This integration brings together two robust systems and various core processes like sales, customer information, accounting, finance, distribution, and project management. It enables the posting of orders from Salesforce into Sage ERP. It allows employees to map the entire customer journey and derive critical insights. This enhanced view promotes better interaction and smooth data flow between the systems.

erp for salesforce
salesforce sage erp integration

Enhanced Functions

This combined system enables viewing of product details, customer data, pricing updates instantly. The Salesforce-Sage ERP integration allows better data visibility to access financial data by synchronizing data between the two systems and eliminates the scope of any errors due to manual data transfer. It also helps entail a better customer experience with less turnaround time and quick problem resolution. Enhanced dashboards and reports give you a detailed view of employee performance.

Improved Security

While this integration gives you vast access to organizational data, it also ensures the safety of the transactional and accounting information by moderating access rights to only those stakeholders that benefit from this information. 

salesforce sage erp integration
sage erp salesforce integration

Streamline front and back-office operations

While Salesforce takes care of front-end processes like lead management, query handling, customer acquisition and support, Sage ERP looks after back-end processes like accounting procedures, finances, inventory, BI, distribution etc. When these two systems work in sync, they enable a greater visibility and accelerate processes. 

For more information on ERP Solutions for Salesforce, write to us at aus.sales@greytrix.com
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    E-mail : na.sales@greytrix.com
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