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Live Webinar:
We will begin shortly Webinar Audio: You can dial the telephone numbers located on your webinar panel. Or listen in using your microphone or computer speakers.
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
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
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]