Finance or funds play a vital role in running any business, especially in planning the future. This requires the availability of real-time data, based on which the policymakers can take necessary decisions accordingly. Unfortunately, due to the non-availability of the required data from different departments, it becomes difficult for them to take the necessary decisions. Interestingly, understanding their problems, Salesforce, an established customer-relationship-management tool (CRM) offers them the facility of its integration with accounting software Sage.
The salesforce sage business cloud integration helps in collecting the required information anytime from any place according to their needs. Now the question arises, what is the salesforce sage business cloud integration? Salesforce is an established customer relationship management tool that records every piece of information related to customers from the time they land on your page. On the other side, sage is accounting software. Salesforce integration is the process of integrating salesforce with applications and platforms, and tools used within an organization. The salesforce sage business cloud integration is no exception to this. Integration of these platforms offers a plethora of benefits to an organization.
- No Manual Entry of Data: There is a huge set of data that is commonly used by the accounting department and the salesforce team. Earlier both teams recorded the common data individually, this increases the chances of errors in recording the data. Because sometimes the data recorded by one team is not recorded by the other team. When any of the team has to cross-check the data, the missing data creates a huge confusion between them. To avoid the happenings of such mistakes, integration allows both teams to access the data according to their needs. Once the data is recorded by any team, it is easier for the other team to access the data according to its requirements.
- Real-Time Data Availability: Based on the data received from the accounts departments, the sales team can forecast future sales. The integration of salesforce and sage business cloud makes it possible for the sales team to access the current data instantly without any delay. Thus, the sales team can make future strategies according to the real-time data.
- Track the Customer Journey: The salesforce sage business cloud integration allows the sales team to track the history of a customer from the day he landed on the website of the organization.
- Find the New Opportunities: The real-time availability of data makes it possible for the accounts team to go through the information recorded by both multiple teams. This helps them in assessing the progress of each department individually and then make plans by adopting a holistic approach.
Conclusion: Salesforce and Sage are both important tools used by various business groups. The integration of both these tools will make organizations analyse the data quickly and easily. This integration will also eliminate the need of recording the common separately by both teams, as data recorded by one team can be accessed by another team. This not only saves time but also controls the incidences like duplicate data or data missing.
