Webinar: Salesforce CRM Integration with Sage ERP

1. Salesforce CRM Integration
with Sage ERP
Live Webinar:
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Webinar Audio:
You can dial the telephone numbers located on your webinar panel.
Or listen in using your headphones or computer speakers.
Welcome!

2. Webinar Details
• Presentation is roughly 1 hour
• All phone lines are muted
• If anyone has any questions during this webinar – please type them in your
Questions Box located at the bottom of your webinar panel

3. Today’s Presenters
Peter Thomas | Net@Work
Senior Account Executive, CRM
Steve Rosen
Sales Manager

4. 180+ Business
Technology
Architects and
Consultants
IT Road
Mapping
& Strategic
Planning
Business
Process Review
Ecosystem
BI, Analytics
& Reporting
Cloud & IT
Managed Services
ERP/
Accounting
Web
Development &
e-Commerce
Sister Company
Payment
Processing
SWYPE
Sister Company
CRM &
Marketing
Automation
HRMS/
Employer
Solutions
Document
Management
Nonprofit
Solutions
Managed Print
Services
Sister Company

5. CRM Quick Start
 Your Business Needs Matched to CRM Functionality
 Configure to Your Needs
 Enhance
 Extend
 Training
 Ongoing Support

6. Commercient SYNC
Sync Sage and Salesforce

7. Agenda Items
What is Commercient SYNC (2 min)
Why Commercient (1 min)
Demo (10 min)
Q & A (2 min)

8. What is Commercient SYNC (2 min)
Commercient is a software company that makes Apps
Our core product called SYNC.
Commercient SYNC’s Sage and Salesforce
We currently integrate with:
• 65+ ERP systems (Sage, Quickbooks, Epicor, Netsuite etc)
• Sage 50, Sage 100, Sage 200, Sage 300, Sage 500, Sage X3
• 4 CRM systems (Salesforce, Microsoft, Zoho, Oracle Sales)
• 1 e-Commerce system (Magento)
SYNC is bidirectional, and scheduled (once a day to realtime)
Our SYNC is premade and requires no developers, ready from day one.

9. Why Commercient (1 min)
We created standard Apps for Sage & Salesforce
AppExchange partners with a Licenced managed package
We are not a toolset, we have pre-built solutions
Proprietary technology
Operate as a service:
We setup the methodology to achieve success
We monitor your sync daily
We notify and assist you to fix issues with your systems
Overcome Specific Sage & Salesforce issues (old databases, upgrades, APIs etc)

10. Demo Time (10 min)
High level overview of SYNC

11. What We SYNC (Sage → Salesforce)
• Customer Accounts
• Contacts
• Sales
• Invoices
• Products and Pricing
• Inventory Availability
• Quotes/Bids/Projects
• Salesperson Territory
• Custom fields/tables/views

12. What we take from Salesforce:
Accounts
Won Opportunities
New Orders
Jobs
Projects
Invoices
What we SYNC (Salesforce → Sage)
What we put into the Sage:
New Customers
New Sales Orders
New Invoices
New Jobs
etc

13. Please type in
your questions
Any Questions?

14. Thank You For Attending!
Peter Thomas | Net@Work
Senior CRM Account Executive
(P) (646) 293-1795
(E) pthomas@netatwork.com
Connect with
800-719-3307
www.netatwork.com
netatwork.com/blog
Net@Work YouTube
Follow us on Twitter: @netatwork_corp
Follow Net@Work on LinkedIn
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Feel free to contact us via the information below with any questions or concerns!
Or you can reach out your Net@Work Account Manager for any questions.