The Oakley ERP Blog

Sage CRM Integration with Sage 200 and Sage 300 ERP: The breakdown by department
Wednesday May 15, 2013

This article provides an overview of Sage CRM by department, as an integrated solution for Sage 200 or Sage 300 ERP.

Sage CRM is a Customer Relationship Management solution that assists companies by enabling them to better communicate, collaborate and compete and is the trusted solution by over 12,000 organisations around the world.

From the name alone you may be forgiven for thinking that customer relationship management is aimed purely at the marketing and sales side of the business. However in actual fact through this solution the whole company can break down some of the barriers that naturally exist between departments.

Collaboration and Communication across departments with Sage CRM Integration

Sage CRM Integration with Sage 200 or Sage 300 ERP for the Finance Director

In your organisation you will hopefully be familiar with the need to generate invoices out for purchase orders and (for those that credit control may be more of an issue) answering multiple questions from your sales department such as “has customer x paid yet”? Is customer Y’s account on hold? “When was the last time customer z ordered something from us?” and so forth.

Well Sage CRM Integration with Sage 200 or Sage 300 ERP enables you to share key accounts data with Customer Service, Sales and Marketing but ensures you keep overall control of your accounts as you are the only users that can access the accounts package. Every other department can get access to accounts data through the Sage CRM system, therefore giving every other department the data they need without compromising security and administration of accounts.

The other handy tool is the ability for Sales teams to create purchase orders and raise invoices from within Sage CRM that can feed back to your accounts software.

Sage CRM Integration with Sage 200 or Sage 300 ERP for Sales Teams

Everything in today’s society is conducted with great speed due to increased mobility and access to real time information. For full sales cycle management from initial interest through to long term relationships, Sage CRM is a vital tool to help track and keep on top of sales management.

You can be out on the road taking orders and raising purchase orders through Sage CRM, with real time access to customer accounts and the ability to enter new customers through the system. Finance teams will be able to access the data you upload through Sage CRM with the Integration for Sage 200 and Sage 300 ERP accounting systems.

Sage CRM Integration with Sage 200 or Sage 300 ERP for Marketing Teams

Marketing can support Sales efforts with the ability to create marketing campaigns with full tracking of resources and results. The integration of e-marketing software and the ability to create actionable call lists for Telesales to target key contacts fast, provide the perfect opportunity to focus marketing and sales efforts. Furthermore Sage CRM offers a web-to-lead tool, which enables a piece of code to be placed on your website and leads to be able to fill out their contact details directly via your website into the Sage CRM solution.

Sage CRM Integration with Sage 200 or Sage 300 ERP for Customer Service Teams

Sage CRM can be used to set up monthly, quarterly or annual courtesy calls or to keep a record of support calls and cases. Every customer interaction can be fully documented with the ability to add files to contact records, so that you have a record of every customer interaction and if a member of staff is unavailable another member of your team will be able to get up to speed with their notes.

Sage CRM is an excellent resource that is available to all Sage 200 and Sage 300 customers. As a Sage 200 or Sage 300 customer you receive one free license, so it is worth your time at least trying the solution out and seeing first hand how it helps organisations.

If you would like more information on Sage CRM Integration or to better understand how it can help your business, give Oakley a call on 01268 724005.

Written by David Weaver at 00:00

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