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Sage CRM Integration

Sage's purpose is to help our customers run their businesses more effectively, helping them to gain greater insight into their business activities and providing them with lasting benefits by automating their business processes right across their business.

Their vision is one of total business integration. By linking people, processes and workflows from inside and outside an organization, they help their customers drive success.

Sage CRM integrates out-of-the-box with Sage ERP products, delivering end-to-end business integration. The Sage CRM front-office is powered by data from the back-office to give sales, marketing, customer service and other front-office staff a true 360 degree view of customers across front and back-office functions, differentiating it from many other CRM solutions in the market today.

Benefits of Business Integration

Front- to Back-Office Data Consistency
  • Information is captured once at source
  • Data is available to front-office and back-office employees at all times
  • Accurate and up-to-date pricing and inventory information is available to front-office staff at all times

360 Degree Customer Visibility Across All Departments

  • Front-office and back-office employees have better knowledge of the customer based on a combination of CRM-derived and ERP-derived intelligence
  • Access to real-time data allows front-office employees to address their business request on a self-service basis

Straight Through Processing Across Front- and Back-Office

Once information is created in CRM, such as an order, this can then be automatically generated in the ERP system where it can be processed immediately. This reduces the cost and time spent on such activities, as well as significantly enhancing the customer experience. It also removes any delays and error because 

  • Accurate pricing has been carried out at the point of entry using the data
  • Logic in the ERP system and the order already includes all of the data required by the ERP system

CRM Success Spotlight

Mortgage Lenders of America, a private mortgage banker headquartered near Kansas City, is helping buyers secure a place to call home. Thanks to Sage CRM SalesLogix® and Strategic Sales Systems it's helping more buyers than ever before.
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