Sage 50 CRM Integration – My CRM Manager

Sage 50 Integration

Looking for a CRM that integrates with your Sage 50 system? Look no further! We publish the integration between Sage CRM and Sage 50. This includes both the US (Peachtree) and Canadian (Simply) editions of Sage 50.

The integration between Sage 50 and Sage CRM was developed by My CRM Manager in conjunction with Sage using the software developer’s kits (SDKs) for both Sage CRM and Sage 50. It is a 1-way, read-only integration wherein Sage 50 is updating Sage CRM every 24 hours.

What is Sage CRM?

Learn about Sage CRM and it's key benefits.

Features

Provides a snapshot of key customer statistics such as YTD and LTD, Date of the Last Invoice, as well as Total Due and the Total # of outstanding invoices
View Quote, Order, and Invoice history including line item details
Search across all customers to view accounts receivables
Supports Multiple Sage 50 databases

Benefits

Sage CRM users are more informed with their accounts
CRM users can look up information for themselves without needing to contact the accounting team
Reduces the need for non-accounting staff to log into Sage 50
Supports remote employees

Company Summary Screen

Highlighted on this screen are all the points of integration visible from a Customer record in Sage CRM.

Sage 50 Company
Customer ID
Customer Name
YTD (Order)
LYTD (Order)
Date of Last Sale (Order)
YTD (Invoiced)
LYTD (Invoiced)
Date of Last Invoice
Total Due (unpaid Invoices)
Total # of Outstanding Invoices

Quote, Order, and Invoice History

From the Quote, Order, and Invoice History tabs, we can see all transactional history from Sage 50.

The user can filter the data and open up individual records to see line item details.

Quote, Order, and Invoice Lookup

From the Sage CRM’s standard lookup feature, users can search for Quotes, Orders, and Invoices.

Example = Show me any outstanding invoices greater than $100.

Visualize your Data

In June 2021, we introduce a new feature called Data Visualizer which provides a graphical representation of your Sage 50 data. This includes: Receivables, Quote, Order, and Invoice history and more.

Note, this feature has first been introduced to the Sage 50 CDN integration. Making these features available for Sage 50 US will follow.

Administration

The integration component provides an administration section within Sage CRM. It is from here that we:

Configure the integration
Establish your fiscal year
Define which modules of the integration you will use (Quotes, Orders, Invoices)

Linking Companies

As part of the initial set-up, we will import and connect your existing customers from Sage 50. After the initial setup, when you pick up a new customer, a user will need to manually connect a Sage CRM Company to a Sage 50 Customer Record. But it is super easy.

FAQs

What is the cost of this integration? The integration is sold as an annual subscription at a rate of $1,500/year. Please refer to our pricing calculator to get a better understanding of the budgets required to implement Sage CRM.

What does the subscription price include: The subscription includes support on any issues related to the integration.

Is this integration bi-directional? Currently, the integration is only 1-way. This means that Sage CRM is only reading data from the Sage 50 database and not reading/writing/creating.

Will this integration ever be bi-directional? Having a bi-directional integration with Sage 50 is a longer-term project of ours, but for now, this what we have. If you decide to go forward, any/all future functionality related to the integration would be applied to your instance as part of the subscription.

What versions of Sage 50 are supported? Clients are expected to be on the latest version of Sage 50 (v2021).

How is this integration supported? We (My CRM Manager) will take responsibility for supporting this integration.

Are the integrations with the Canadian version of Sage 50 exactly the same as the US version of Sage 50? No. While our objective is that the feature sets of CDN and US versions ultimately match up, there can sometimes be features that are introduced to one accounting system first. Additionally, because the Canadian and US versions of Sage 50 are two completely different applications, there can be features that one of the system supports but not the other.

How is Sage involved in this integration? We developed this in conjunction with the Sage 50 product group in using their software developer kit and advice. This solution appears in Sage’s Marketplace.

Knowledge is power! The integration between our Sage 50 and Sage CRM systems provides practical Insight into customer trends and activities. Staff appear more'in the know' without any extra effort

Sales staff can look up information 'independently'

It is much easier to stay on top of clients when these key measurements are staring us in the face

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