Salesforce + Sage ERP: A Powerful Combination

Live Webinar:

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Salesforce + Sage ERP A Powerful Combination

Danny Estrada, Net@Work CRM Practice Director 20 Years in CRM CRM Magazine Columnist Search CRM Blogger Practical CRM Blog

Today’s Presenters

Richard Jenkins, Commercient VP of Product Dovelopment 20 Years in Technology 6 Years working with Salesforce 15 Years working with ERP Author of 6 AppExchange Apps

Webinar Details

• Presentation is roughly 1 hour • All phone lines are muted • Type your questions into your “questions box” located at the

bottom of your webinar panel

Nationally Respected Technology Firm with 20 Years of CRM

Overview Solutions

Customer Relationship Management (CRM)

HR Management Systems (HRMS) /

Employer Solutions

Web/Mobile Development & eCommerce

Nonprofit Solutions

Document Management/ SharePoint Implementations

Business Intelligence, Analytics & Reporting

Cloud / IT Infrastructure & Managed Services

Enterprise Resource Planning (ERP) / Accounting Software

Today’s Agenda

Examining the Sage – Salesforce Relationship Our Value Proposition About Commercient How We Can Help SYNC in Detail Services Best Practices for Integration Salesforce Services Options Q&A

Examining the Sage – Salesforce Relationship

February 2015 • Joined Press

Release

April 2015 • Keith Block

Statement

Future • ??????

The Net@Work – Commercient Value Proposition

ERP & CRM

Domain Expertise

Sage

100

300

500

X3

Integration Expertise

About Commercient:

Core background in ERP, Manufacturing & Supply Chain Salesforce AppExchange Partner Developer of Numerous Security Reviewed Apps

How Commercient & Net@Work Can Help

ERP Integration for SFDC CRM Pre-Configured ERP Integration Apps/Modules: ERP Sync, Opportunity & Quotes (Order

Entry), CPQ, Configurator, Credit Cards, Service Orders, Field Service, Returns Authorization, Cases and Warranty, Security Modeling, Opportunity Commission.

Moving Big Data in real time

SYNC in Detail

Viewing Sage ERP information in Salesforce Customer reporting in Salesforce from Sage ERP data Working with customer Billing & Shipping in Salesforce Tracking orders and statuses in Salesforce Promoting prospects in Salesforce to customers in ERP Using customer price books to quote and sell in Salesforce Posting orders from Salesforce into Sage ERP Mobile ready enablement for Salesforce

INTRODUCING Sage SYNC for Salesforce

Services Best Practices for Integration

Establish Connectivity (Basic Synchronization) Define Sales or Service Areas of Opportunity Leverage ERP Data with Salesforce Functionality Establish a Process Driven Enhancement/Change Leverage Data with other AppExchange Apps Build Apps & Mobile Apps to Streamline Your Business

Services Best Practices for Integration

Establish Connectivity (Basic Synchronization) Define Sales or Service Areas of Opportunity Leverage ERP Data with Salesforce Functionality Establish a Process Driven Enhancement/Change Leverage Data with other AppExchange Apps Build Apps & Mobile Apps to Streamline Your Business

Services Options

Existing Salesforce

CRM Forensics

CRM Concierge

New Salesforce

Quick Start

CRM Concierge

Questions?

Type your questions into your “questions box” located at the bottom of your webinar panel

Thank You For Attending!

For additional information, please contact me (or your Net@Work Account Manager)

Danny Estrada | Net@Work CRM Practice Director Phone: 800-719-3307 Ext. 1749 [email protected] [email protected]