Sage CRM Integration With Back Office
Customers have become increasingly interested in robust front-office/back-office integration, prompting the development of a new solution based on a leading edge integration technology called the Sage Application Integration Server (AIS). Using this technology, DMC Software Solutions, accredited AIS business partners, can integrate your Sage CRM with a variety of ERP, Accounting and Web based applications. Additionally, as part of the solution, standardised integration adapters are provided for both Sage CRM and other Sage applications such as the Sage 200 Suite.
Sage CRM Integration Business Benefits
This exciting new technology bridges boundaries between disparate information systems providing users with a single view of their customers. Advantages of our approach include:
- Greater flexibility for managing Accounts and responding quickly to customer requests
- Offline access to back-office data for remote users
- Secure Visibility of back-office data, such as open sales orders, invoice history and credit status
- Scalability for high transaction volumes and multiple applications
Sage CRM Software Integration has been designed to work with both the Standard and Advanced versions of Sage CRM. This provides out-of-the-box functionality for basic integration to mid-market Sage and other third party accounting systems. Catering to the strengths of Sage CRM software, the solutions are highly customisable and work in both online and offline scenarios.
Link with Accounts applications- Rather than performance degrading replication of data, the Sage CRM Integration module deploys a "smart link" strategy to establish a relationship between data entities in two separate systems (e.g Account/Supplier Account details in Sage CRM and Sage 200). When linked data is changed in either application, the change is flagged for submission during the next synchronisation cycle.
Create/Edit Account- New customer and supplier account details created in Sage CRM automatically sync to the back-office application.
View Accounting Information- Accounting information can be viewed directly in Sage CRM through the Info Portal providing access and drill down capabilities to open sales orders, order/invoice history and customer/credit details. However, no accounting module has to be deployed on the Sage CRM client.
Remote Synchronisation- A remote user can view accounting data via the Info Portal while offline and can submit a sales order for processing in the back-office accounting system during the next synchronisation cycle.
Product Uploads- Product information and price lists are uploaded from the accounting application to Sage CRM.
Customisation- The Sage CRM Integration module can be customised to accommodate specific end user integration requirements and to work with existing Business Partner add-ons.
For more information about Sage CRM call now on 0800 652 2423 or email firstname.lastname@example.org