SageCRM insights - Integration with Sage Accounts
Nick Rainbird • May 27, 2020
Welcome to this weeks SageCRM-Insights article where we will be looking at the benefits of Integrating your existing Sage 50 and Sage 200 Accounts systems with SageCRM.
- Do your sales, customer service and finance team members struggle to obtain a single view of your customers?
- Is direct access to your Sage 50 or 200 Accounts software required for team members which may not be easily accessible remotely to be able to produce quotes, orders and view customer sales orders, invoice and credit history?
- Is your finance department being overloaded with additional queries around orders, invoices and payments for customer orders?
This is why combining SageCRM with your Sage Accounts platform you can enjoy better business insight, greater efficiencies, increased productivity and have a single customer-centric view across your entire business enabling you and your team members to work smarter.
The Importance of SageCRM and Accounts Integration for Sales and Finance
Put simply, knowledge is power. The more information a salesperson has, the better placed they will be to sell. If they know the month-to-date spend, year-to-date spend, last year spend and current credit status, they can decide how best to approach a client.
It will also save you a lot of admin time for your finance team. A saying that we use is ‘capture once, use many times’. Instead of having to manually input the data across both of your systems, the data will automatically be synced from your SageCRM system into the Sage accounts software. This will also hugely decrease the risk of duplicate data, incorrectly entered data and improve efficiency within the company empowering your teams to work faster and smarter.
Integrated SageCRM provides a real-time integration that links SageCRM to Sage 50 or Sage 200 and helps to increase efficiency and accuracy in the management of customers,suppliers, products, quotes and orders and these features include:
- Creation of Sage accounts Customer and Supplier records from SageCRM
- View account information, such as status, Balance, turnover and credit limit
- Create Sales orders or invoices in Sage Accounts from SageCRM
- Real-time views of orders and invoices from Sage Accounts
- Synchonisation of orders, invoices and credits into SageCRM
- Link many SageCRM companies to one Sage accounts customer
- Create and view information about suppliers in Sage CRM
- Products and prices are synchronised from Sage Accounts into SageCRM so you can utilise the SageCRM inbuilt quote and order functionality
- SageCRM prospect companies do not need to be linked to Sage accounts to produce quotes.
- This reduces the amount of data within Sage Accounts by eliminating the need to have prospect customers and quotes in Sage Accounts.
- Only actual sales customers and transactions will be in Sage Accounts reducing the volume of data
- Orders for customers can either be created from quotes or entered straight into Sage CRM
- When the customer has agreed to a quote, an order can be posted straight into Sage Accounts against the customers Sage 50 or 200 account by simply clicking the 'Post to Sage Accounts' button when viewing the order
- Batch Processing of orders to be posted from SageCRM to Sage Accounts
To summarise Information entered at the start of the sales process flows through SageCRM and into Sage 50 or 200 without the need to duplicate data entry. This both reducing time and the possibility of data issues caused by entering the same data into multiple systems manually.
If you would like to find out more about integrating your Sage 50 or 200 accounts system with SageCRM to provide a single customer-centric view across your entire business enabling you and your team members to work smarter then please feel free to get in touch on 01494 490409
or email the me at nick@rainbirdbusiness-solutions.com
to discuss this further.
Until the next SageCRM Insights instalment keep safe and we will continue to help you unlock your success with SageCRM!
Nick
Rainbird Business Solutions
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