Sage

Connect Sage with FieldPro for a 360 view of your customers and log orders automatically

*No credit card required

Categories

How it works

Syncing the data between Sage and FieldPro enables the sales rep to make smarter visit by being fully informed on the client financial data and make them save time to push orders logged automatically in Sage.

  • Show all your customer details registered on Sage on the FieldPro app for the sales rep (contact information, payment terms, billing information, credit limits, etc)

  • View the transaction history of your customer on FieldPro (previous purchases, invoices, payments, debt level, etc)

  • Visualise and understand the customer activity on FieldPro through dynamic mobile charts

  • Enable your Sales Rep to generate from FieldPro well structured PDF account statements that can be then shared to customers during the visit

  • Allow field staff to log quotes, orders and credits requests from the FieldPro mobile app and get them pushed automatically to Sage with our API based integration to avoid manual error and time wasted in information sharing.

  • Synchronise your Sage product list on FieldPro to show the up to date information on your SKUs (price level, customer type rebates, promotions, warehouse stock levels) to avoid ordering out of stock goods and wrong pricing

About Sage

Whether you run a small business or a large corporation, online ERP software from Sage will transform your company’s operations and growth potential. Website

More Integrations

Navision

Sync Navision with FieldPro to have a 360 view of your customers and log orders automatically

Google Maps

Leverage Google Maps navigation inside FieldPro to view accurately the location of your customers

Quickbooks

Sync Quickbooks with FieldPro to have a 360 view of your customers and log orders automatically

Collect rich data and improve the relationship with customers

* No credit card required