Sage CRM – Sage Line 50 Integration

• Your Sales and Customer Service staff need a CRM system.
• Your Accounts staff need an accounting system.
• So how do you keep both up to date with client information, orders and invoice history?

Sage CRM will now integrate with Sage Line 50

• Save time and costs with order entry – do it once in CRM and see it in Line 50!
• 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 people can check inventory at point of order – from within CRM

Other CRM benefits for your staff

• Better visibility of Sales and Marketing performance
• More useful client information in the hands of your sales and customer service staff
• A centralised reliable source of information on leads and prospects
• See the sales pipeline and forecast – track sales people’s activity
• Run mailers, email campaigns and track results
• Improve customer service through easily accessible client intelligence
• Time and cost savings through improved accuracy on quotes and orders
• Better real-time visibility and reporting of operations for management