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.
- 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
Invoice and Order 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
- View year/month-to-date sales
- View sales by product quantity, total value and price
- View by last purchase date
- 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
- 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 sales@pythagoras.co.uk.