What is Qnect integration for Sage 50 & 200?

Qnect for SageCRM is a real-time integration that links SageCRM to various Sage account solutions (including Sage50 & 200). It helps to increase efficiency and accuracy in the management of customers, suppliers, products, quotes and orders at an affordable cost. View your customer or supplier financials, orders, quotes and invoices from your Sage Accounts system directly within SageCRM. Create customers and post orders from SageCRM directly into your accounts solution without retyping!

By combining SageCRM with Sage Accounts you can enjoy better business insight, greater efficiencies, increased productivity and have a single customer-centric view across your entire business.

What can we Do?

Qnect key features

Processing quotes

Since products and prices seamlessly transfer from Sage 200 to SageCRM, users can fully utilise the quote functionality within SageCRM via a web browser. This includes adding products, free text items, and comments to quotes, generating PDF documents, and effortlessly sending them to prospects/customers—all within SageCRM. SageCRM allows for quote production without linking prospect companies to Sage 200, streamlining data management and reducing clutter within Sage 200. By only storing actual sales customers and transactions in Sage 200, the volume of non-transactional data is minimised, consequently enhancing software performance and speeding up operations.

Processing orders

Customer orders can be initiated either from quotes or directly within SageCRM. Similar to quotes, orders can be accompanied by PDF documents, facilitating easy distribution to customers. Once a quote is accepted by the customer, it can be seamlessly converted into an order and posted directly to the customer's Sage 200 account by selecting the 'Post to Sage Accounts' button within the order interface.

Instant data accessibility

Data entered at the commencement of the sales process seamlessly transfers from SageCRM to Sage 200, eliminating the need for duplicate data entry. This not only saves time but also mitigates the risk of data discrepancies resulting from manual entry into multiple systems. Additionally, SageCRM enables the storage of information about phone calls, emails, or meetings, as well as the management of the sales pipeline, opportunities, quotes, and orders. Furthermore, it facilitates the recording and managing of customer issues and marketing activities.

Want to integrate CRM for your business today? It's that easy!

Companies globally are noticing the importance of an integrated CRM. By implementing this fast, SageCRM and Qnect will help you to bring together all aspects of your business including sales, finance, marketing and customer service.