We mentioned in a previous article that the release of Sage 100 ERP 2014 featured a completely rewritten integration with Sage CRM, bringing an even tighter connection between the two products.
But beyond the technical details, what does it really mean to have CRM and ERP working together in one system and providing a single view of your company? Let’s explore.
Smoother Workflow and Data Entry
For example when your sales people enter an order in Sage CRM - whether from a desktop or mobile device - the order details automatically transfer into Sage 100 ERP. There’s no need for your back office accounting or customer service staff to re-enter the same data. You eliminate redundancy, save a bunch of time, and ensure accuracy.
It also means that new customers (or existing customer updates) added in one system are synchronized in the other. Your data is consistent and your business is more accurate and efficient.
Better Reporting And Decision Making
Most companies that run disconnected systems have to export data from each application, manually patch it together from spreadsheets and paper documents, and then do it all over again the next time they need to run updated reports.
The result of integrated CRM and ERP is a consolidated, 360 degree view of your business and a reporting process that’s faster, more accurate, and delivers greater insight into company-wide operational performance.
Improved Customer Service
That means sales people have access to inventory availability, recent shipments, or customer credit status without fumbling around in the accounting system. It also means that service staff is better able to resolve customer inquiries on the spot, rather than passing them to another department or promising to call back hours/days later.
Need Sage 100 ERP Support or Training?
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