Sage CRM to 100 User Guide
Get Organized with Sage CRM and My CRM Manager
Connecting Sage 100 with Sage CRM means we can provide customer-facing staff with the option to view accounting data and create orders through the Sage CRM interface. This is a fully bi-directional solution where users can have access to Sage 100 data wherever and whenever they log into Sage CRM.
This 2-minute video provides an overview of the user experience.
User have deep visibility into Customer records to view key statistics and buying patterns.
Highlighted on this screen are all the points of integration visible from a Customer record in Sage CRM.
In the sub-sections below, you will see images of the various customer related screens that your users have access to (if they have rights to see these tabs).
Users can also elect to see a graphical representation of a client’s purchase history.
Note, that this graph (or any) can also display within the Outlook integration.
From the Sage 100 Customer tab of a Company, Sage CRM users can view summary information about an account. Division, Salesperson, Last Payment date, etc.
From the AR History tab, users can filter through open or fully paid invoices and drill into an invoice to see line item details
On the Order Inquiry Tab, users can filter and view open or completed Orders.
The Sales Summary tab allows the user to view the number of invoices and total sales relative Cost of Goods sold for a single fiscal period.
Item Sales History provides the CRM user with the ability to look up sales history for a particular sku.
The results break up quantity sold (units and dollar value) and cost of goods sold by period.
Users do not need to ask accounting about the status of an account. Instead, they can jump to the credit history tab.
NOTE, if a company is on credit hold, a red information message will display at the top of the company summary screen.
This is my favorite screen as it allows CRM users to readily see unit sales this year versus last year by both units and sales value.
Users can also filter the data by units.
Users can view orders, but more importantly they can create orders in Sage CRM. In configuring the integration, inventory and pricing managed in Sage 100 synchronizes with Sage CRM’s inventory. This allows us to leverage use Sage CRM’s Quotes and Order modules, so that users (anywhere) can generated Quotes and Orders that, on approval, can be promoted into Sage 100’s Sales Order Module.
Users can create a Quote or Order from the context on an Opportunity, or directly from the Company Summary screen
Items can be added to the Quote/Order either one-at-a-time or quickly using the Rapid Line Entry feature
If a user has the correct rights, they can promote a Sage CRM Order to the Sage 100 Sales Order module. When this happens, the Sage 100 Order Reference write back to Sage CRM.
*NOTE – these Sage CRM Orders can also be promoted directly do a Sage 100 invoice if required.
In the set up of your system, we can import any existing vendor companies from Sage 100.
New vendor companies created in Sage CRM can be promoted into Sage 100 (if the user has the correct permisions)
Here is an example of a Vendor Summary screen in Sage CRM.
Just like how we Find Companies or People, this integration allows user to look up Inventory from the Sage CRM Finder menus
From the inventory finder screen, you can drill into an item and see Order History as well as a list of customers who have purchased the item.
The integration component provides an administration section within Sage CRM. It is from here that we configure the integration and import customers, vendors, inventory (products) and map Sage CRM users to Sage 100 Sales Rep codes.
On top of all the general security principals within Sage CRM, the Sage 100 module has it’s own security screen used to define the rights you want individual users to have.
This integration can be modified to meet the unique requirements of your organizations. More often than not, companies elect to make changes to the integration, some minor and some more significant. Below you will find a short list of common modifications.
Yes, absolutely we can modify your integration to include an user defined fields you may have created in Sage 100.
By default, integrations between CRM and 100 allow for only a single relationship. Example: 1 CRM company pointed to 1 Customer record. However, some organizations have multiple accounting databases with the same companies appearing in more than one database. For these situations, we use an extension to the integration that allows for a single company record in CRM to be connected to multiple accounting databases (Customers or Vendors). We refer to this requirement as 1 to Many.
From the Linked Companies tab, we can establish the connection between the single Sage CRM company and multiple Sage 100 records, as well as define the default relationship.
When we move through the integrated screens, the user has the option to filter records by Linked Companies
Please note, that there exist 2 very different options for setting up the integration, the first option is published by Sage and the second option is published by a development partner called Greytrix.
Here at My CRM Manager, we strongly endorse the version of the integration published by Greytrix. It is far more robust, faster, more flexible, and easier to support. The information we are providing on this page refers to the Greytrix version of the Sage 100 to CRM integration.
This 2-minute video starts with the Sage (free) version of the integration and then covers the Greytrix version (above) at a very high level.
In the Sage version of the integration, you are essentially just launching Sage 100 screens from CRM. This has significant limitations for many companies that do not want users in Sage 100. Other significant limitations of the Sage version include:
The Sage 100 to Sage CRM integration is published by Greytrix. Greytrix have been a Sage CRM development partner for over 20 years and have an excellent reputation within the global Sage Community.
Aside from this integration with Sage 100, Greytrix also publish the default integration between Sage CRM and Sage X3 and Sage Intacct. Beyond Sage CRM, Greytrix also publish the leading integration between Sage 100 and SalesForce.com.
What is the cost for this integration? The integration is sold as an annual subscription rate of $192/user/year.
How is Sage 100 licensing impacted? CRM users do not need direct login access to Sage 100. However, the integration does require a single dedicated Sage 100 user license for CRM to talk to Sage 100. This Sage 100 license is used while writing from Sage CRM to 100 (insert/update) and also while adding line items. For example, at the time of any promote process (promote customer, or promote order), the integration logs into Sage 100 using the available license –> writes to Sage 100 –> logs off of Sage 100. So that means if it takes 2-3 seconds to promote a customer from Sage CRM to Sage 100, then the license is consumed for those 2-3 seconds and a license will need to be available. In larger installs of Sage CRM with a high volume of integration activity, our recommendation is to have 2-3 Sage 100 licensing available.
What versions of Sage 100 are supported? The integration does support older versions of Sage 100. Clients do not need to be current with Sage 100.
How is this integration supported? Greytrix will work in tandem with your local Sage partner (if not My CRM Manager) to assist in setting the system up. Level 2 support by Greytrix is included in the subscription rate.
How can we evaluate this system in detail? Demonstrations of this solution are available on request and for a more thorough evaluation, we offer a fixed fee Pilot Package.
Can our instance of Sage CRM be hosted in the Cloud? Yes, this integration can be set up anywhere an connect to your on-premise Sage 100 instance. The conditions that must be met for this to be feasible include: