Sage Partners
Connect on Twitter
  • Home
  • Find a Reseller
    • By Location >
      • U.S. Partners
      • Canada Partners
    • By Sage Product >
      • Sage ERP Partners >
        • Sage 50 Partners
        • Sage 100 Partners
        • Sage 300 Partners
        • Sage 500 Partners
        • Sage X3 Partners
        • Sage Intacct Partners
      • Sage Construction Partners >
        • Sage 100 Contractor (Partners)
        • Sage 300 Construction (Partners)
      • Other >
        • Sage CRM Partners
        • Sage HRMS Partners
        • MIP Fund Accounting
  • Sage Product Info
    • Sage 50
    • Sage 100 >
      • Sage 100 Tips & Tricks
      • Sage 100 System Requirements
    • Sage 300 >
      • Sage 300 Installation Guides
    • Sage Intacct
    • Sage 500
    • Sage X3
    • Sage Construction >
      • Sage 100 Contractor
      • Sage 300 Construction
      • Sage Estimating
    • Other Sage Products >
      • Sage Fixed Assets >
        • Sage Fixed Assets User Guides
      • Sage CRM
      • Sage HRMS >
        • Sage HRMS System Requirements
  • Sage Add Ons
  • Resources
    • Blog
    • Popular Articles
    • Buying Guides >
      • Inventory Management Tips
      • ERP Implementation Failure
  • Contact Us

How CRM Works With Your ERP System

3/24/2015

0 Comments

 
Picture
In the past, we've explored how CRM software can organize and automate sales, marketing, and customer service in much the same way that Sage ERP does for accounting, reporting, inventory, financial management, and more.

But in this article, we want to focus how Sage CRM works together with your Sage ERP system to help you understand why companies are increasingly prioritizing an integrated approach to CRM and ERP.


Visibility: One Version of the Truth

Customers are at the heart of any business. But too often, customer data is spread across multiple systems which isn’t good for accuracy, efficiency, customer service, or reporting. 

When you combine Sage CRM with Sage ERP, you have a single source for all customer data and transactions from contact details, shipments, and credit history to quotes, orders, and customer service requests. So whether someone from sales, accounting, or operations pulls up a customer record, they see one version of the truth.

Sales or customer service can also check things like order status, credit history, or inventory availability while they are talking with the customer in real-time. No need to make the customer wait until accounting has a chance to run a report.

No More Duplicate Data Entry

When you connect CRM and ERP, you create a seamless workflow that totally eliminates the hassle and inefficiency of entering the same data in multiple systems.

When a sales person enters a quote or order in Sage CRM, the data is automatically transferred into Sage ERP. Accounting no longer has to re-enter the same order data from hand-written notes or printed reports from sales.

Sales and accounting can both enter transactions or change customer records and have the data update system-wide without duplicate data entry or ever leaving the familiarity of their respective Sage CRM or Sage ERP systems.

Data Integrity and Consistency

It’s no surprise that if multiple departments enter data into multiple disconnected systems and spreadsheets, you’re likely to end up with data that’s inconsistent and unreliable.

Integrated CRM and ERP eliminates that problem so you no longer waste time reconciling reports, tying out balances, and piecing things together. Integrated CRM and ERP provides consolidated reports and a 360 degree view of your business that’s accurate and reliable.

Not Your Grandfather’s CRM

A lot has changed over the years - Sage CRM is no longer a narrowly-focused departmental tool used only by sales and marketing. Integrated CRM and ERP is all about bridging gaps between departments so everyone across your company is working from the same system and data for better efficiency, profitability, and customer service.


eBook Integrated ERP and CRM
Free eBook:
Extending the Power of CRM Across Your Business

In this eBook, Sage customers from around the world share their experiences and provide practical examples of how real-world businesses benefit from integrated CRM and ERP.

Download the eBook Now

If you need Sage CRM support, simply click below to search our listings and find a Sage Authorized partner in your area.

Need Sage ERP Support or Training?

Find a Sage CRM Partner >>>
Related Articles
The Value of Sage CRM for Accounting Staff



Like this Article?
Please feel free to share it with your friends and colleagues!


0 Comments

Your comment will be posted after it is approved.


Leave a Reply.

    ARE YOU A SAGE PARTNER?

    Get Your Business Listed Here!

    Click below if you're interested in having your business listed in this online directory of Sage Partners.
    Get Started
    Sage Warehouse Management
    Scanforce WMS for Sage
    Sage Cloud Hosting
    Picture

    Popular Articles

    Big Bang Implementation vs Phased Approach
    (Pros, Cons)

    ---
    What's New in
    Sage 100 2022

    ---
    What's New in
    Sage 300 2023

    ---
    New Release:
    Sage Intacct 2022

    ---
    What Does ERP Stand For?
    ---
    Sage 100 System Requirements and installation Guide
    ---
    Sage 300 Installation Guide
    ---
    Sage 100 Tips & Tricks

©2023 Top-Sage-Resellers.com. All rights reserved. This material and content on this website may not be reproduced, displayed, modified or distributed without the express prior written permission of the copyright holder. This website is not owned, operated, affiliated with, or endorsed by Sage Software, Inc. or Sage Intacct, Inc. Sage, Sage logos, and Sage product names mentioned herein are registered trademarks or trademarks of Sage Software, Inc. and/or its affiliates. Other product names mentioned are trademarks of their respective owners.
Privacy Policy