INTEGRATING SAGE 100 WITH SAGE CRM

Are you still relying on spreadsheets to manage customer-facing activities? If your answer is yes, do you know there’s a better way to manage all of your customer information? It’s called a CRM or Customer Relationship Management, and this software can seamlessly integrate with your Sage 100 solution.

OR, maybe you already have a CRM application, but you aren’t fully utilizing the benefits.

Sage CRM is Sage’s top CRM platform, a robust, affordable solution designed to integrate with Sage’s ERP applications, including Sage 100cloud. So, why should you consider investing in a CRM solution, and Sage CRM in particular?

Why CRM?

CRM software is amongst the fastest growing software applications in the world. While that’s an interesting fact, it likely isn’t enough to convince you into embracing a CRM system for your organization. So, here are a few more facts:

Why Sage CRM?

Simple answer: Sage provides seamless integration across all applications, including Sage CRM and Sage 100. With out-of-the-box symmetry, Sage allows the two solutions to communicate in real time, keeping data in sync, and providing end-users with the proper access to view sales, marketing, and customer data.

Sage CRM integrated with Sage 100cloud provides your organization with benefits including:

  • A single source for all business contacts – Improve collaboration and efficiencies across the entire company by organizing and consolidating ERP and CRM contact information—prospects, customers, and partners—into one location.
  • Increased customer visibility – Sage CRM provides all of the necessary information for end-users to service customer needs; easily view the customer’s call or payment history, order status, unresolved customer cases, quotes, and more.
  • Increased efficiencies and accuracy – Enter data once to eliminate errors and increase efficiency. For example, end-users can update customer information in Sage CRM, and it will automatically update the customer’s information within Sage 100.
  • Better control and data integrity – System administrators define and control what each end-user can see or change within Sage 100 and Sage CRM. Data integrity is kept intact through automatic synchronization between Sage CRM and Sage 100.

Integrating Sage CRM with Sage 100 allows end-users to provide exceptional service to customers and helps drive company efficiencies. Here are a few examples as to how you can do this:

  • Create orders quickly and accurately – Create quotes and orders in Sage CRM using data from Sage 100, including customer credit limits, item numbers, shipping data, pricing, and availability. The quotes and orders are then automatically updated into Sage 100.
  • Provide stellar service – End-users who interact with customers can use information that is relevant to the customer and consistent across the business. Easily view real-time order status, past service call notes, invoices, payment history, credit status, and more.
  • Provide more information through self-service – Encourage customers and suppliers with a company self-service web portal so that they have quicker access to the information they need, such as viewing their account profile, requesting a quote, or seeing a status on a service issue. When combined with Sage 100, other important information can be included such as order status, order history, pricing lists, and available inventory.

Content or this article has been provided by Sage.

Your Next Steps

If your ready to begin discussing the additional benefits of Sage 100, contact the ACC Software Solutions team. We’re backed by over 25 years of industry experience and aim to build long-lasting relationships based on trust by committing to support your business goals today, and tomorrow.


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