Integrating Sage CRM with Sage 200

Implementing a series of integrated systems is the simplest way to realise the hidden value in your IT investment. Sage has developed links between its leading Sage CRM and Sage 200 ERP products that allow you to do this.

As a result a number of benefits can be obtained such as the removal of double entry of customer details and the provision of key financial information to those that need it allowing customer-facing staff to check immediately on credit status, to generate orders and quotes or to complete a transaction on the phone all through a single CRM system.

 

Key Features

• Linked Accounts
• Accounting Information & Customer Turnover
• View Products, Stock & Prices
• Customer Price Enquiries
• Sales and Product Information
• Sales Orders and Quotes
• Order History
• Invoicing
• Wizard Driven Configuration
• Customisable

 

Sales Advantages

Sales people have greater flexibility in managing their accounts and can respond more quickly to customer requests. As a result sales professionals have access to relevant information, without having to leave their CRM screen, they can view customer data such as credit status, account balance, aged debtors, order history and turnover.

 

Eliminate Duplication of Effort

Businesses that integrate their Sage CRM systems with their Sage back-office solutions will experience a number of benefits. One of the most obvious is ‘once-only’ data entry, whereby a customer’s details are input only once through your CRM system and then automatically updated across the accounting and CRM system. It also works the other way round, with new or amended entries in the accounting system automatically updating the CRM database. Not only does this save time by reducing duplication of effort, it also means that potential mistakes and conflicting data are minimised.

 

Full Features

Accounting Information

 Give customer-facing personnel the information they need to deliver excellent customer service
 Display credit limit, current balance, aged debtors and other information directly in your CRM application
 Drill down to see open sales orders, quotations and
invoice turnover history

Order History
 View all sales orders and quotations
 View despatch information
 Reference PO numbers, prices, tax, discount, quantities and freight information
 View order date, number, and status etc
 Drill down to product details

Sales & Product Information
 View year/month-to-date sales
 View sales by product quantity, price and total value
 View by last purchase date
 Customer Price Enquiries
 Stock Lookups

Sales Orders and Quotes
 Allows front office staff to enter sales orders, quotations and invoices into the accounting system using MMS screens directly through Sage CRM
 Orders are validated with current pricing, shipping and tax information in MMS and available to view in CRM
 Avoids duplication of back office pricing and discount
mechanisms

Linking Accounts
 Avoids replication of data, deploys a ‘smart link’ strategy
 Users can create and link accounts or can link to existing accounts
 Changes are submitted and synchronised automatically

View Products, Stock and Prices
 View your accounting system products into your CRM system
 Check stock at different warehouses
 View product purchase history by customer

Wizard-Driven Configuration
 Reduces the time and complexity of deployment
 Utilises industry technical standards providing a familiar working environment
 Delivers out of the box integration

Customisable
 Replicate manual business functions with automated workflow processes
 Can be tailored to accommodate individual end-user requirements
 Works with existing Business Partner customisations