Sage CRM Sage Line 50 Integration
Sage Line 50 is the UK's most popular small business accounting
solution and is recommended by over 90% of accountants. It is the
perfect solution for businesses requiring a powerful accounting
system, which will accommodate their increasingly complex business
requirements. Data can be shared between this and Sage CRM with a
separate add on link.
Sage CRM and Line 50 can be integrated so companies can
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 management 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.
Features and Benefits of Sage CRM integrated into Sage Line
50
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 Sage CRM .
- Drill down to see open sales orders, quotations and invoice
history
- Reduce duplicated effort
- Reduce lost orders
- Seamless customer integration - name, address, contact
information
- Seamless sales order integration
- Instant view of customer's credit status and invoice history -
paid and outstanding
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 us
on 0845 850 1550, or email us at info@pythagoras.co.uk