When introducing a new software solution to your business, the last thing you want is to spend hours dealing with conflicts with your existing systems. With Sage accounting software, this process is simplified and integrating your business applications can revolutionise your business. By bringing together all of your systems and processes, operational costs are significantly reduced as the flow of information becomes seamless.
Let’s explore some of the key benefits of integrating your current business applications with your Sage accounting software.
Integrating Sage with your existing software means that you will be able to automate lots of your business processes, reducing the time spent on manual tasks. Process automation not only helps to improve productivity, but also staff morale as they are able to focus on more revenue-generating tasks within the business.
By improving the efficiency of your internal processes, you can give your business that competitive edge and improve customer satisfaction.
Integration allows you to have a holistic view of your business, making it much easier to make informed decisions as you have all the data at your fingertips. With real-time data this aids better forecasting, planning and decision-making as you can see financial and operational figures clearly.
Financial reporting and compliance are crucial for all businesses, and with integrated systems this ensures consistency across the business. By maintaining accurate, up-to-date records this helps to reduce the risk of non-compliance too.
As businesses grow, software demands evolve and operations will need to become more streamlined. By integrating Sage into your existing systems, this allows you to have more flexibility when connecting new applications. Rather than having to completely overhaul your existing systems, you can simply add to them as the need arises.
Sage software can be integrated with a variety of different business applications, including:
1. CRM systems
As well as being able to integrate Sage with CRM systems, they have also developed Sage CRM which helps to simplify your business processes by monitoring leads, opportunities and sales. This can then be integrated with marketing platforms such as MailChimp to allow you to easily track the ROI of your marketing campaigns.
For businesses selling products online, integrating Sage with platforms like Shopify, WooCommerce or Magento can save businesses lots of time and money. By automating processes such as orders, inventory updates and financial reporting, manual effort is reduced and accuracy is improved due to the lack of human intervention.
As well as being able to integrate Sage with payroll and HR software, Sage has an add-on expense management software module that integrates with Sage 200 to ensure accurate expense management. With features such as approval audit trails, auto calculation of mileage from Google Maps and the ability to scan copies of receipts into a claim, managing employee expenses has never been easier!
The Sicon Manufacturing module which is a Sage add-on module gives you a holistic view of all manufacturing systems within your business, allowing you to make informed decisions with all the facts and figures in front of you. This means you can prevent overstocking or shortages, as well as improve supply chain efficiency.
For service-based businesses, integrating Sage with project management tools like Asana or Trello allows for better project budgeting.
The first thing you need to do before integrating Sage with your internal systems is to assess the needs of your business. Think about which systems need integrating, and the challenges you aim to address with this. Look at existing workflows, any pain points / bottlenecks and opportunities for automation.
There are several different ways to integrate Sage with other applications:
For the smoothest integration, you are best consulting with Sage integration experts like Reality Solutions as we also have the IT skills if any additional coding is required. Not only can we help recommend the best approach, but our proactive team can troubleshoot any potential issues that arise and provide ongoing support to your business post-integration. We will also carry out extensive testing before deploying a Sage integration, ensuring that any errors are fixed before the final go-live.
Sage integration is a great move if you are looking to streamline your business operations, improve efficiency and make data-driven decisions. A well-planned integration can transform the way your business operates. Get in touch with our Sage experts today to find out how we can help with this.
*This article contains general information in order to assist all of our customers and is meant for guidance only – there are no guarantees that the information we provide will be suitable for your particular needs. If you require specific assistance, we recommend that you seek professional guidance on your individual circumstances. Reality Solutions are in no way responsible for any loss or damage arising from any information contained within our articles.