Salesforce CRM Integration with Sage 200 ERP for Enhanced Sales Operations
RWL Advanced Solutions Ltd, a European distributor of networking and connectivity solutions, was acquired by General Cable Corporation (GCG). To unify systems, GCG integrated RWL's sales operations into Salesforce CRM while keeping synchronization with Sage 200 ERP.
RWL faced several critical challenges after the acquisition by General Cable Corporation that required immediate attention.
Core business data and product management were stored in Sage 200, creating data silos.
Need to integrate Sage 200 ERP with Salesforce CRM while maintaining data integrity.
Strict data security requirements ensuring users could only access their own data.
No unified platform for managing opportunities and quotes across systems.
Management lacked standardized reporting across both Salesforce and Sage 200.
Required a scalable solution to integrate systems while maintaining operational efficiency.
We delivered a seamless integration between Salesforce CRM and Sage 200 ERP, creating a unified platform for sales operations.
Implemented Salesforce CRM as the central platform for managing accounts, opportunities, sales activities, and quotes.
Integrated Sage 200 ERP with Salesforce using Boomi as middleware for data synchronization and workflow processing.
Used Salesforce Platform Events for event-driven, asynchronous communication with Boomi.
Enabled runtime quote retrieval from Sage 200 directly within Salesforce.
Implemented a security model using Role Hierarchy, Sharing Rules, and User Access Controls.
Created custom reports and dashboards for sales performance, pipeline tracking, and revenue forecasting.
Sales Manager Dashboard with Revenue Metrics
Real-time Pipeline Report showing Open Opportunities
Comprehensive Opportunities Report with Account Details and Revenue Forecasting
The integration delivered measurable improvements across sales operations, security, and business intelligence.
Unified all sales operations within Salesforce CRM for streamlined workflow management.
Achieved seamless data synchronization between Salesforce and Sage 200 via Boomi middleware.
Implemented robust role-based access control ensuring data privacy and compliance.
Delivered comprehensive reporting and dashboards for informed decision-making.
Automated workflows and processes significantly reduced manual intervention.
The successful integration transformed RWL's sales operations, creating a unified platform that improved efficiency, security, and business insights while seamlessly connecting Salesforce CRM with Sage 200 ERP.
A comprehensive technology stack powering the integrated solution.
Backend system for product management, pricing, and accurate quote generation.
AtomSphere platform for seamless data synchronization and reliable workflow orchestration.
Central hub for sales operations, account management, pipeline tracking, and reporting.