CRM as an Integration Platform
CRM can be implemented stand-alone or integrated with your ERP system. The CRM “front office” extends “back office” ERP system resources out to employees across the entire organization, and to customers. We believe that for a CRM implementation to be successful, it needs to be integrated with your other important business systems like your ERP. It should take advantage of capabilities that can make your sales and services groups more efficient such as integrating with Microsoft Outlook and with Google Maps. We use the best CRM integration tools available to provide a comprehensive CRM system. Whatever your integration needs are, we can help.
Sage CRM / Sage ERP Integration
Gain a 360-degree view of your business.
Your CRM software holds your most important customer data, while your ERP contains important operational and financial data. Having these systems aligned will ensure that everyone on your team is working from the same, up-to-date information. CRM ERP integration can provide more business insights, greater efficiencies, and a single, customer-centric view across the entire business.
CRM / ERP Integration Benefits:
- Synchronization of customers, addresses, contacts and notes
- Promote prospects into Sage ERP customers
- View orders, invoices and summary sales information in CRM for individual customers and in aggregate
- Foundation for sales dashboards with actionable intelligence and sales AI
- Sales quotes and orders that pull Sage ERP product items and pricing
- Improved Collaboration
- Increased Efficiency and Accuracy
- Enhanced Customer Experience
Supported Platforms:
- The Greytrix GUMUTM Sage CRM / Sage 100 ERP Integration Engine
- Sage integration for Sage CRM / Sage 100 ERP
Greytrix GUMUTM Sage CRM / Sage 100 ERP Integration
Achieve improved sales productivity, better customer service, enhanced productivity, and streamlined management with GUMU™ for Sage CRM – Sage 100 integration.
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Greytrix GUMU™ Salesforce.com / Sage 100 ERP Integration
Streamline your front and back-office operations effortlessly with the incredible power of GUMU™ integration for Salesforce – Sage 100 ERP. Imagine accessing real-time customer transactions like sales orders and invoices at your fingertips.
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Greytrix GUMU™ Sage CRM / Sage X3 ERP Integration
Experience the power of GUMU™ for Sage CRM – Sage X3 Integration, a meticulously designed solution tailored to meet all your business needs. This robust system ensures seamless, real-time, bi-directional integration, empowering enterprises to unlock valuable insights for faster, more informed decision-making.
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Add-Ons That Extend Sage CRM
We work with the top Sage CRM integration products to provide you with a comprehensive and powerful system. Sage CRM is highly customizable, configurable and extensible. It can serve as a portal that connects to any data source or web-based application. External data can be displayed or other applications can run directly through Sage CRM.
Accelerator Outlook integration for Sage CRM
Are you tired of the cumbersome task of manually copying and pasting emails into your CRM system?
Does your sales team often neglect updating CRM with crucial contact details?
Are you struggling with low overall CRM user adoption?
Look no further, as we have the perfect solution for you – the top-notch Sage CRM Outlook Integration, known as “Accelerator.”
Empower CRM users to management their business directly from Outlook emails.
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Accelerator by CRM Together seamlessly integrates Microsoft Outlook with Sage CRM. This integration eliminates manual data entry, allowing you to convert emails into Companies, Contracts, Sales, and Cases. You can file emails, document attachments, and log call information directly from emails in Outlook.
You can also access your Sage CRM data from Outlook. You can view your Sage CRM company documents, create new records, or evaluate your case or opportunity pipeline.
- Effortless Data Updates
- Access CRM Documents
- Create New Entities
- Pipelines and Customer History
- Consistent Customer Experience
- Email Templates
- Log Phone Call Information
- Access CRM Contact Email Addresses
- File Emails and Documents
- Customization
MobileX Smartphone App for Sage CRM
Are your remote sales teams struggling without access to crucial customer data?
Do delays in updating information until the return to the office impact your sales processes?
Are you yearning for a customizable CRM system tailored to your preferences?
Introducing MobileX, the Ultimate Mobile Web App for Sage CRM, designed to address your mobile CRM needs today!
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This Sage CRM mobile app lets you take your Sage CRM on the go. From your mobile device, you can log phone call notes, search for company information, update your Sage CRM data, and upload files and photos.
S5 Sage CRM Google Maps Integration
Integrating Google Maps with Sage CRM using S5Maps allows you to visualize the location of your customers and prospects. You can use Google Places Search to find new opportunities. The S5Maps system allows your sales or service team to plan optimized routes for their day with estimated drive times and distance calculations.
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- Create lists of leads, prospects or customers in CRM and display them in Google Maps with color coded pins
- Select your route for site visits and send the list of destination addresses to your phone for driving directions.
- Google route optimization soon available
- Filter companies in Google Maps by any search criteria, such as:
- Whether or not you have an opportunity or case with a company
- Line of business
- Location by address type (ship-to, bill-to or HQ)
- Select businesses in Google Maps and upload them into CRM with one click!
