 SalesLogix Software Integration
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 can integrate your SalesLogix CRM Software with a variety of ERP, Accounting and Web based applications. Additionally, as part of the solution, standardised integration adapters are provided for both SalesLogix Software and other Sage applications.
Business BenefitsThis 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.
SalesLogix Software Integration has been designed to work with both the Standard and Advanced versions of SalesLogix. 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 SalesLogix software, the solutions are highly customisable and work in both online and offline scenarios.
Link AccountsRather than performance degrading replication of data, the SalesLogix 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 SalesLogix and Sage Line 500, Sage MMS). When linked data is changed in either application, the change is flagged for submission during the next synchronisation cycle.
Create/Edit AccountNew customer and supplier account details created in SalesLogix automatically sync to the back-office application.
View Accounting InformationAccounting information can be viewed directly in SalesLogix through the InfoPortal 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 SalesLogix client!
Remote SynchronisationA remote user can view accounting data via the InfoPortal while offline and can submit a sales order for processing in the back-office accounting system during the next synchronisation cycle.
Product UploadsProduct information and price lists are uploaded from the accounting application to SalesLogix.
CustomisationThe SalesLogix Integration module can be customised to accommodate specific end user integration requirements and to work with existing Business Partner add-ons.
SalesLogix Enterprise Integration
In addition to the base functionality described above, SalesLogix Enterprise Integration supports sales order submission.
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