By connecting CRM applications with Sage 200, Sage 50 and other accounting solutions, data can be synchronised between both databases.
With integrated accounts and CRM systems users are able to easily check complete information in single interface and avoid duplicated processes.
- Import customer, supplier & product detail from an accounts database into CRM
- Map fields between each system so updates only have to be applied once
- View all customer & supplier financial detail stored in the accounts database from the CRM interface
- Review an account order history and invoice information in CRM
- Convert CRM sales opportunities to new orders or invoices for invoicing and order processing
- Check live account pricing and product lists in CRM when you quote
- Configure workflow rules that guide users and provide safeguards. For example, alert users if a new quote values exceeds an account credit limits or if customers are on credit hold.
With seamless links between CRM and accounting systems users can gain a complete view of each customer within the CRM interface to help customer facing teams to better understand each individual relationship and streamline processes with accounts departments.
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