INTEGRATING SAGE CRM AND SAGE 100CLOUD

In an article produced by Sage – What’s all the talk about? Integrating Sage CRM and Sage 100cloud.

 

If your organization still depends on spreadsheets and notes to manage customer-facing actions, you should know there is a better way — Customer Relationship Management, or CRM. A CRM is a process in which an organization administers its interactions with customers, typically using data analysis to study large amounts of information.

Maybe you have a CRM application but aren’t fully utilizing the benefits because there’s a disconnect between the application and your ERP solution.

Sage CRM is 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?

According to Gartner, CRM software is the fastest growing software market in the world. While that’s an appealing fact, it likely isn’t enough to persuade you into adopting a CRM application. So, we’ve collected a few more facts that could provide you with a bit more motivation:

 

Why Sage CRM?

One word: Integration.

With Sage CRM and Sage 100cloud, integration means out-of-the-box balance — the two solutions communicate in real time, keeping everything in sync and ensuring that CRM users have access to the back-office data they need and that your ERP users have access to the sales, marketing, and customer service data they need.

 

Benefits of Sage CRM and Sage 100cloud

  • A single source for all business contacts. Improve efficiencies across your organization by consolidating ERP and CRM contact information into one location—prospects, customers, and partners.
  • Increased customer visibility. When an employee interacts with a customer, Sage CRM provides the information they need – call or payment history, order status, unresolved customer cases, quotes, and more.
  • Increased efficiencies and accuracy. Increase efficiencies and eliminate errors by entering in data once. For example, you can update customer information in Sage CRM, and it will automatically update the customer’s information within Sage 100cloud.
  • Better control and data integrity. Your system administrators define and control what each user can see or change within Sage 100cloud and Sage CRM. Data integrity is kept intact through automatic synchronization between Sage CRM and Sage 100cloud.

 

Examples

According to Sage, here are a few examples of ways you can use Sage CRM at your organization to drive efficiency and improve service levels.

  • Create orders quickly and accurately. Create quotes and orders in Sage CRM using data from Sage 100cloud, including customer credit limits, item numbers, shipping data, pricing, and availability. The quotes and orders are then updated into Sage 100cloud automatically.
  • Provide stellar service. Each person across the business who interacts with a customer can use information that is relevant to the customer and consistent across the business. You can easily view real-time order status, past service call notes, invoices, payment history, credit status, and more. When you repeatedly demonstrate how well-informed you are and well you respond, your customers’ trust and reliance on your business will only get stronger.
  • Provide more information through self-service. Empower your customers and suppliers with your own 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 100cloud, other important information can be included such as order status, order history, pricing lists, and available inventory.

 

If you’re still depending on spreadsheets and notes to manage customer-facing actions, it’s time to upgrade your solution. At ACC Software Solutions, we understand the requirements of a successful business. Contact a team member to begin your journey to a more successful business!


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