Sage Guide
Sage
Sage + SalesForce
Synchronise Sage with SalesForce
Efficiently manage your Sage accounting by integrating with SalesForce to better manage your sales.
Track your Inventory
Keep your inventory up to date by synchronising your stock levels.
Synchronise your Contacts
Synchronise contacts and customers between your applications.
Export your Invoices
Replicate your invoices and save your important data.
Track your Payments
Keep control of your accounting by exporting your transactions.
What solutions does SalesForce offer?
Salesforce offers solutions for sales management, marketing automation, partner relationship management, customer service.
Can I import data from Excel into the Salesforce CRM?
Yes, since you can export data from Excel as a CSV (comma-separated values) file, you can then import it into your Salesforce CRM. You can also import data from Outlook, ACT!, GoldMine, or any program that can export data in the CSV format.
Is Sage really free?
Sage has a variety of apps and features, most of which are free. However, you will have to pay for the Payroll app and for the ability to accept online payments for your invoices. The rest, like invoicing, transactions, reports or adding sales taxes remains free.
What are Sage's accounting features?
With the bank reconciliation feature, businesses can link their bank accounts, PayPal accounts and other sources of data for real-time transaction records. Businesses can also generate reports such as balance sheets, sales tax reports and account receivable and payable reports with Sage accounting.
Connect Sage and SalesForce
No-code platform, start integrating in a matter of minutes.
Synchronisation
Automatically trigger your syncs on predefined events.
Universal Connector
Connect and synchronise your applications without any technical knowledge.
User Interface
Observe in real time the data transferred from one app to another.
Resilience and Security
Enjoy fully encrypted communications and transfers.
Multi-user Account
Work as a team and regulate the permissions of your team members.
Statistics
Follow the frequency of your synchronisations over time.
Integration Guides
Tips to integrate Sage and SalesForce easily
Sage Apps is an online software that helps you take control of your finances with an award-winning technology made for small businesses and sole traders.
SalesForce is an online CRM software for enterprises looking for a SaaS customer management solution. Salesforce is the leader in customer relationship management and will help you better track and understand your sales.
Questions about the integration?
Request more info on Sage + SalesForce integration
