Sage CRM – Integration with ERP/Accounting Software
Sage has developed links between its leading products using a
new solution based on a leading edge integration technology called
the Sage Application Integration Server (AIS). Integrated systems
mean eliminating the double entry of customer details. It provides
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.
Using this technology, certified Business Partners can integrate
Sage CRM with a variety of ERP, accounting and web applications.
Additionally, as part of the solution, standardised integration
adapters are provided for
Sage 200.
Features and Benefits of Sage CRM integrated into your Back
office or Accounts software.
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
history
- View all sales orders and quotations by status
- View invoice number, date, etc.
- Reference PO numbers, prices, tax, discount, quantities and
freight information
- View order date, number, and ship-to information
- Evaluate open invoice due dates, balance and status
- Drill down to product details
Sales and Product Information
- View year/month-to-date sales
- View sales by product quantity, total value and price
- View by last purchase date
Sales Orders and Quotes
- Allows front office staff to enter sales
orders and quotations into the accounting system
- Generate quotes and orders directly from your sales
opportunities, using products and unit pricing imported from your
accounting system
- Orders are submitted to the accounting system and then
validated with current pricing, shipping and tax information
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
For more information or to book a demonstration, please call on
0845 251 8080, us or email us at info@pythagoras.co.uk.