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.

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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 CRM.

Companies that integrate their Sage CRM systems with their 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 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.

Salespeople have greater flexibility in managing their accounts and can respond more quickly to customer requests, whether they are in the office or working remotely. Integration between your CRM and your accounting system provides your sales professionals with access to relevant information. Without having to leave their CRM screen, they can view customer data such as credit status, account balance, payment due dates, order history and turnover. Whilst not connected to the network, remote salespeople can also change account information and enter sales quotes and orders using cached product and pricing information. These can then be submitted for processing and are synchronised into the back-office system automatically.

All of Sage’s integration solutions are easy to install and come with wizard-driven set-up screens. Most importantly, the solutions can be customised by our technical consultants, to integrate your Sage CRM system with a variety of ERP, accounting and web applications. Our integration solutions are designed to have maximum benefit for Sage users, with the sharing of information between currently disparate systems whilst minimising the risks associated with many complex integration projects.