Sage CRM Understanding the Sage CRM Integration to

Sage CRM - Understanding the Sage CRM Integration to the Sage business management solutions Ernest Kruger

What can CRM do for your business? • Improve interdepartmental communication • Reduce data and work duplication • Make more informed decisions • Become more customer focused • Drive profitability with more productive employees Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2020 -09 -10

The challenges of a disconnected system • Inaccurate information • Unnecessary paperwork • Disconnected data • Inefficient business processes Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2020 -09 -10

Five Areas that will benefit from an Integrated Solution • Management • They can make decisions based on having visibility over staff productivity, sales forecasts, sales performance (by rep if necessary) and visibility over where deals are in the pipeline. Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2020 -09 -10

Five Areas that will benefit from an Integrated Solution cont. • Sales • Your sales team can find pricing and finance information even if finance team members are unavailable or if it’s outside office hours • A connected solution facilitates up-to-date product catalogues and cross-sell opportunities, shortening the time it takes to turn a prospect into a customer Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2020 -09 -10

Five Areas that will benefit from an Integrated Solution cont. • Marketing • With access to key customer information, your marketing team can execute highly-targeted promotions at new and existing customers, e. g. promoting overstocked items or a new product that matches a customer’s buying history Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2020 -09 -10

Five Areas that will benefit from an Integrated Solution cont. • Customer Service • By matching a complaint to an order or an invoice, your customer service teams can initiate more informed responses and resolve problems quicker • Customer service teams can also identify valuable customers, and, if needed, refer to sales to nurture these relationships Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2020 -09 -10

Five Areas that will benefit from an Integrated Solution cont. • Finance • Your company’s finance department can drive better business performance across sales and marketing, billing, debt collection, and stock control Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2020 -09 -10

Sage 300 Integration • AR, AP, OE, PO, PJC and RMA integration • View Customer credit information • View, create and edit Orders/Quotes/PO’s/Receipts etc. • View sales/purchase history • Sage 300 Purchasing Workflow add-on module in CRM Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2020 -09 -10

Sage X 3 Integration • X 3 Customer record with all Contacts • View Customer credit limit • X 3 Quotes listing, drilldown and update of Quote with all Line Items • X 3 Orders listing, drilldown and update of Order with all Line Items • X 3 Work Orders listing, drilldown and update of Work Order and all Line Items • Includes creating new Records of each of the above entities • Post CRM Companies to X 3 Sage Business Partner Conference 2016 @Sage. Group. ZA | #Sage. BPCon 2020 -09 -10

Sage X 3 Integration Sage ERP X 3 WSWOrders MFG WSWOrders WSWCustomers X 3 MFGHead OPPOR BPC WSQuotes BPCustomer SQH Etc. SQuote Etc. WS Definitions Objects Etc. Database X 3 Webservice X 3 Connector X 3 XML Webservice Gateway with X 3 Connector Gateway X 3 Connectors CRM Web. config ADO XML Screens Sage CRM Broker ADO CRM Record Sage CRM Lists

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