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Sage 50 CRM

Dan
November 12, 2020
Uncategorized

The Sage 50 integration to Sage CRM is perfect for account managers that need visibility into transaction history – without asking the accounting department.

With this integration, from the company summary screen, you can see relevant key statistics such as YTD and LTD values. Additionally, the Quote, Order, and History tabs show you Sage 50 history.

These tabs show you transaction history, and you can even dive in to see line item level information (image below)

This 1-way read-only integration refreshes Sage CRM every night with the latest Sage 50 transactions. The full write up on the My CRM Manager site is found on this page.

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