The default integration between Sage CRM and X3 integration published by Greytrix. This integration is sold around the world throughout the Sage X3 community. The Sage CRM &X3 integration includes bi-direction, real-time integration with the following key functions:
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
Not only is CRM a more practical environment for customer-facing staff, but using CRM results in fewer users requiring direct access to Enterprise Management.
A single source for customer contacts&communication tracker
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
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.