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07/07/2020
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Sage CRM and Sage 300 ERP
Sage CRM andSage 300 ERP
Improved productivity Stronger communications
When you integrate Sage CRM with Sage 300 ERP, your business benefits from end-to-end visibility and a single view of the customer, where each department is working with the same information and communicating in the same way. The result is greater insight into business performance, more efficient processes, improved productivity, and more effective communications, all of which open up new opportunities for growth:
Use a single source for all business contacts. Improve collaboration and efficiencies across your company by organizing and consolidating ERP and CRM contact informationprospects, customers, and partnersinto one reliable source.
Increase customer visibility. Sage CRM provides employees across departments the single source of information they need to answer any customer question. Using Sage CRM, you can easily see the customers call or payment history, order status, unresolved customer cases, quotes, and more.
Better manage supplier or partner relationships. See or update information using Sage CRM screens such as purchase orders, payments, call history, and unresolved cases. Enable team members to respond to the needs of partners and suppliers within one system.
Eliminate duplicate data entry. Increase efficiencies and eliminate errors by entering data once. For example, create new Sage 300 ERP accounts within Accounts Payable and Accounts Receivable using the information already available in Sage CRM.
Maintain control and data integrity. Keep data synchronized between Sage CRM and Sage 300 ERP. Administrators define and control what each user can see or change within ERP and CRMand what data is kept distinct versus shared between the two systems.
Streamline your processes. Use Sage CRM to easily manage the required and unique activities for onboarding new customers and suppliers such as credit checks, references, and contact introductions. Updates are then available in both Sage CRM and Sage 300 ERP.