When you integrate Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) solutions your entire business benefits from end-to-end visibility and a single view of the customer.  By integrating Sage CRM with Sage 100 / Sage 100cloud, you have a single view of the customer and each department can work with the same information and communicate in the same way.  This powerful combination of ERP and CRM functionality delivers instant access across the whole organization to key real-time customer information and allows collaboration for greater organizational efficiency, higher sales, and better overall customer experiences.

  • Sales Force Automation
    Sage CRM offers a wealth of features that allow your sales department to increase sales wins, improve productivity and drive performance with automated workflow and pipeline management.  Through customizable dashboards, Sage CRM optimizes your sales activities by giving you instant access from your desktop or mobile device to current opportunities, leads, calendar, sales performance, contacts, financials, and much more.  Your sales team also has access to information like product availability, order status, and billing status.
  • Marketing Automation
    Sage CRM enhances your marketing efforts by allowing users to build effective campaigns based on detailed customer information from Sage 100c ERP such as buying trends, products purchased, and target markets.  Using Sage CRM marketing features, your marketing team can design compelling promotions that lead to higher response rates, better quality leads, and increased opportunities.  With build in analytics tools, your team can analyze conversion rates and accurately calculate ROI.
  • Empowered Customer Service Staff
    Sage CRM empowers your customer service staff by providing them with a holistic view of customer information from both the front and back end office systems and enabling them to make the right informed decisions to resolve the problem.  From a single central source, your staff can easily view real-time order status, past service notes, invoices, payment history, credit status, and more.  Using a fully integrated CRM, your customer service team can better deliver consistent and accurate service.
  • Use A Single Source For All Business Contacts
    Improve collaboration and efficiencies across your company by organizing and consolidating ERP and CRM contact information–prospects, customers, and partners–into one reliable source.
  • Increase Customer Visibility
    Whenever any employee interacts with a customer, Sage CRM provides the information he or she needs to answer any customer question.  Using Sage CRM, you can easily see the customer’s support or payment history, order status, quotes, and more.
  • Eliminate Duplicate Data Entry
    Increase efficiencies and eliminate errors by entering in data once.  By creating a bi-directional data flow between your ERP and CRM solutions, customer information will stay up-to-date and accurate without duplicate data entry.
  • Maintain Control And Data Integrity
    System administrators define and control what each user can see or change within Sage 100cloud ERP and Sage CRM.  Data integrity is kept intact through automatic synchronization between Sage CRM and Sage 100cloud.
  • Work From Anywhere With Mobile CRM
    With cross-device integration, critical information regarding leads, customers, and orders can be accessed anytime, anywhere on nearly any device.

Sage CRM is designed to help small and medium-sized businesses like yours.  It is easy to use, adapt, configure, learn, and manage for companies that want to focus on their business, not on their software.  And critically, it’s affordable, offering you the best possible value.  When integrating with Sage 100cloud ERP, you can enjoy more business insights, greater efficiencies, and a single, customer-centric view across the entire business.

Already a Sage 100 or Sage 100cloud user? Contact us and find out how to utilize your free Sage CRM user license!

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What's New

The 5 Most Common ERP Objections

Making the decision to upgrade from a basic accounting software to a robust ERP system can come with challenges. Not everyone will be on board or open to the idea of change. Throughout our years in practice, we have found the following common objections to adopting a new software.  Read More

Submitted by Ally Donahue on Fri, 01/22/21 - 11:33

ERP Hierarchy of Needs

Maslow's Hierarchy of Needs a psychological concept that people are willing to fulfill basic needs before pursuing higher level needs. This theory was created in 1943 by Abraham Maslow. The five levels, physiological, safety, connection, esteem, and self-actualization are all components of what humans need. Just like we need these basic necessities, so does a company when implementing a new ERP system. All five levels in an ERP sense are vital to future system success. Below you will find a creative infographic highlighting the similarities of each human need to each ERP need. Read More

Submitted by Ally Donahue on Fri, 01/15/21 - 12:36

Why an ERP System Isn’t “One Size Fits All”

Have you seen the phrase, “One Size Fits All”, marked on different types of clothing? Most items labeled as such usually are very plain and have a standard size to accommodate most. Of course there are outliers and truly not everyone can fit in a one sized option. This is also true of  ERP systems; they cannot be “One Size Fits All” due to complexities. Read More

Submitted by Ally Donahue on Fri, 01/08/21 - 10:27

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