Sage CRM with Sage 100 ERP

Sage CRM

Improved Productivity, Stronger Communications

Create accurate quotes quickly. Gain more business by quickly providing customers with accurate quotes. With Sage CRM with Sage 100 ERP working together, you can access the current information you need for quotes such as inventory, part numbers, shipping, locations, pricing, and availability.

Better forecast customer demand. With Sage CRM with Sage 100 ERP, you can more easily deliver on what you promise. Using Sage CRM, new sales quotes are updated into Sage 100 ERP. This ability for sales to report on their near-term close activities gives the purchasing department the information they need to more accurately forecast and order inventory.

Streamline order taking. Using Sage CRM, your sales team can see inventory levels in real time, place a new quote or order, and see a sale through to its completion. Sales or customer service team members can enter new orders or view orders, invoices, inventory availability by location, customer purchase history, or credit status— all without having to call someone or log onto another system. Know critical information before an order is placed. For example, you are informed when a customer’s account is past due so that your company is protected from selling goods or services to customers with existing payment or status issues. Quick Order Entry provides a simplified web interface to further streamline quote and order entry when Sage CRM is integrated with Advanced and Premium versions of Sage 100 ERP

Streamline new customer processes. Use Sage CRM to easily manage the required and unique activities for onboarding new customers such as credit checks, references, and contact introductions. New updates are made available in both Sage CRM and Sage 100 ERP.


Improved Opportunities

  • 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 call or payment history, order status, unresolved customer cases, quotes, and more.
  • Eliminate duplicate data entry. 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 100 ERP.
  • Maintain control and data integrity. System administrators define and control what each user can see or change within Sage 100 ERP and Sage CRM. Data integrity is kept intact through automatic synchronization between Sage CRM and Sage 100 ERP.

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