Sage X3 CRM

The default integration between Sage CRM and X3  integration published by Greytrix.  This integration is sold around the world throughout the Sage X3 community. 

Not only is CRM a more practical environment for customer-facing staff, but using CRM results in fewer users requiring direct access to X3.

Key Features, Benefits, and a user experience video

Features

  • Bi-direction, real-time integration 
  • Users can view customer records
  • New Customers can be promoted from Sage CRM to Accounting
  • From the customer record in Sage CRM, we can view order and invoice history and purchasing patterns
  • CRM users can create Quotes and Orders that leverage inventory
  • Approved Orders can flow directly into Enterprise Management’s Order Entry

Benefits

  • A single source for customer contacts&communication tracker
  • Enhanced visibility
  • Maintain data integrity & consistency
  • Streamline your processes & Create accurate quotes quickly
  • Better sales forecasts helps to keep a visisbility towards forecast and  demand
  • Resolve customer inquiries confidently
  • Provide more information through self-service

This 8 minute video will walk you through the integration framework and key features for the user. 

Consider too that Greytrix and My CRM Manager offer a very competitive subscription rate for a hosted Sage CRM solution that can connect to your instance of X3.

About the Publisher - Greytrix

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 X3, 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 X3 and SalesForce.com.

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