📌 This feature is available for all Starter, Professional and Performance plans.
For detailed information on each plan, you can check 👉 here.
Automate and Optimise Your Sales Processes with Make
Today, sales teams rely on multiple applications to manage different stages of the sales cycle, such as email marketing tools, surveys, invoicing, and more. In many cases, transferring data between these applications and the CRM requires complex manual processes, making it a tedious and error-prone task.
To simplify these processes, the integration between Sage Sales Management and Make has been designed to automate the creation and updating of contacts, companies, opportunities, orders, and more. This allows sales teams to save time and improve efficiency.
What is Make?
Make, formerly known as Integromat, is a platform that enables workflow automation by connecting various applications without the need for coding.
Key Features of the Integration with Make
Free Access: You can start using the integration with Sage Sales Management from the free version of Make.
User-Friendly Interface: Drag and drop applications to connect and create workflows effortlessly.
Unlimited Automation: Connect Sage Sales Management with over a thousand applications and design custom processes.
Real-Time Monitoring: Observe each workflow execution in real-time to ensure proper functioning.
Cost and Time Savings: Reduce implementation times by eliminating the need for servers or custom coding.
Team Collaboration: Invite team members and assign specific roles within the platform.
Getting Started with the Make Integration
To begin, create a free account on Make. Once registered, you can access the platform and set up your workflows.
Note: If you need to set up an advanced integration or require assistance during configuration, we recommend contacting your IT team. You can also request technical support from our specialist team at support@sagesalesmanagement.com (this service may incur additional costs).