From the Sage CRM interface, users have access to tons of Sage 100 information and statistics that they might not otherwise have. See the features listed below and in the 2-minute video provided.
- See both customer and vendor records
- View powerful statistics such as YTD and LYTD on the cover page of the customer record (in the Outlook interface too!)
- View AR and OE entries past and present – including line item details
- View a client’s credit history
- Review what a customer is buying this year versus last year
- Create Orders within Sage CRM that, on approval, can flow into the Sage 100 OE module
- Lookup Sage 100 inventory records
Remember, Sage CRM users do not require a license for Sage 100. And all of the information is available through Sage CRM’s web-accessible interface.
Demonstrations of the integration can be provided upon request. You can find more information on the Sage CRM to Sage 100 integration on this page.