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
- 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
- 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 us on 0845 850 1550, or email us at info@pythagoras.co.uk