This webinar discussed integrating Salesforce CRM with Sage ERP using Commercient SYNC. Commercient SYNC is a software that synchronizes data between Sage and Salesforce to make them function as one system. It is pre-built and requires no custom development. The webinar included a demo of Commercient SYNC and how it synchronizes key data between the two systems like customers, invoices, products and more. Attendees were invited to ask questions during or after the presentation.

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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Follow Net@Work on Facebook
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.