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Salesforce & Sage partner for new workflow tools


SAN FRANCISCO — Small and medium-sized businesses that use Sage to manage their accounting and some aspect of Salesforce.com Inc.’s cloud suite has some new tools that should help improve their workflow today.

Sage announced some new integrations with Salesforce at the Dreamforce conference, with its Sage X3 and Sage Live solutions getting a presence on the AppExchange, Saleforce’s cloud-based app store. Also, a new connector for Sage X3 will integrate it with Salesforce to access customer data stored there.

Using the connector, a business using both solutions could see any financial transaction data attached to a CRM record, collecting more information about a customer’s record of activity with an organization in a single place.

It may be new to the AppExchange, but Sage is already winning accolades for its efforts. Salesforce awarded it the Partner Innovation Award in the App Cloud Category for 2016.

Sage Live, the cloud-based accounting platform, promises to eliminate repetitive tasks and transactions for its users with automation. Like a super-charged replacement for the general ledger spreadsheet a business might maintain, it provides a set of dashboards that deliver real-time information about a firm’s accounting picture.

Integrating with Salesforce looks to be a key part of Sage’s strategy for its Live product, as the CRM brand is prominently displayed on Sage’s own Web site. While Sage’s ERP functions could be seen as complementary to Saleforce’s CRM capabilities, Sage offers an e-commerce platform as part of its services.

Salesforce just launched its own Commerce Cloud, backed by its DemandWare acquisition.