Sync Sage data to Sourcetable
Sage
All your business data, synced in a spreadsheet.
Find out how to make the most of your Sage data with Sourcetable
Sourcetable Benefits
Data & analytics
Up-to-date, reliable CRM metrics can make all the difference for business owners looking to gauge their performance over time, and adjust their tactics to improve customer retention. Syncing CRM data from Sage to Sourcetable lets users query it alongside data from other platforms in one simple, accessible spreadsheet, and analyze rep performance, Activity and Campaign Reports and user churn at a glance.
Accessibility
Syncing your Sage data to Sourcetable lets everyone on your team track your business’ customer support data quickly and easily, no knowledge of SQL required.
All your sales data in one place
Sourcetable intuitively brings together key data from over 30 different platforms and databases, including Sage - allowing product, marketing and finance teams to gauge their ongoing performance at a glance, automate processes and inform next steps while saving time for what matters most: selling your products.
Find out how to make the most of Sage with Sourcetable
Smart Templates
Use intuitive out of the box templates to merge sales and customer data, and enhance data collaboration across your entire organisation
Quick Analysis
Analyze your Sage CRM data alongside findings from separate payment and marketing platforms, generating cross channel reports in the blink of an eye
Ease Of use
Compile and query all your Sage data in one spreadsheet to identify the key business insights behind the numbers, and improve your customer service and overall performance
Who uses Sage data in Sourcetable
📈 Marketing and Advertising professionals
👷🏿 Sales and Sales Ops folk
👩🏼💼 Customer Support Managers
🚀 Founders
🏢 Ecommerce businesses
Sample companies
Online businesses integrating Sage with Sourcetable have access to all relevant data on accounts, contacts, leads, opportunities, engagement and overall performance.
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Software as a Service
(SaaS) companies -
Retail online stores
(eCommerce) -
B2B Platforms
-
B2C Marketplaces
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Subscription services
Popular Use Reports & Use Cases
Create automated reports using Sage data
Sage + Sourcetable
Analyze the impact of Sage Customer Support on closed Salesforce leads
Sage + Salesforce
Segment Sage customer support tickets by lead source with Segment data
Sage + Segment
Analyze customer support performance to predict churn
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Combine MySQL user table and Sage tickets for cohort analysis
Sage + MySQL
What makes Sourcetable special?
Interconnectivity
Connect, sync and query data from Sage with findings from 30+ other sources, to drive decisions and improve customer experience
Automation
Use Sourcetable to automate manual work like adding tickets to your team's project management app, or creating tickets from form entries.
Collaboration
Create and share workflow templates among members of your team, regardless of their level of tech skills
Frequently Asked Questions
How do I sync Sage data to Sourcetable?
How easy is it to visualize my Sage data using Sourcetable?
What common integrations do people combine with Sage?