SalesSeek is where you collaborate, market and sell to your prospects. Sage One is where you manage your billing and invoicing. Our Sage One integration ensures that the process from clients won, to clients paid is seamless.
The SalesSeek + Sage One integration allows you check and search invoices for companies with the same name.
If an Organization doesn’t already exist, the add-on creates the company and begins logging invoices and history automatically.
Everything is seamless and you can navigate between the Sage One invoice and the SalesSeek Deal with a single click.
Invoices display customer information, payment status and due date giving sales people the ability to spot payment problems before they occur.
When deals are Won we search for the contact in Sage One, if the contact doesn’t exist they are automatically created.
Take advantage of this free integration. Follow these simple steps to connect SalesSeek to Sage One:
In SalesSeek click App Settings on the lower left.
Navigate your way to Integrations.
You will see a Sage icon and ‘Connect’ button. Click the connect button. A Sage One pop-up will appear.
Using your Sage One username and password, securely login to your account to complete the integration.
Sage One is online accounting and payroll software. Different accountancy and payroll packages for start-ups & small businesses. Find out more or take a Sage One free trial.
SalesSeek is online sales and marketing software for growth-focussed businesses. For starters there’s Deal Management, Email Marketing & Automation, Forecasting, Task Management, Web Analytics, and Social Monitoring.