In the video embedded below, we outline the options you have for Sage 100 CRM integration with Sage CRM. By connecting the 2 applications, Sage CRM users can view Sage 100 accounting data AND create orders from Sage CRM that feed into Sage 100.
There are 2 options for setting up the integration. The first option is published by Sage and the second option is published by a development partner called Greytrix.
Within Sage’s version of the integration, when we bring up a company, we can launch Sage 100’s Customer Maintenance module to view or edit details related to an existing customer. We can also launch the Sage 100 Order Entry screens if we need to create a quote or order. In addition, we can run certain Sage 100 inquiries. With Sage’s version of the integration, users must be within the local area network in order for it to work.
The Greytrix version of the Sage 100 integration is different. When setting it up we can choose to import customers and vendors, as well as import products and price lists. This allows us to use all of CRM’s internal quoting related functionality.
On approval, orders created in CRM pass over to Sage 100 for invoicing. But beyond processing orders, users can see a lot of other valuable financial information. In the video walk-through, you can see several accounting related tabs that display in the context of a company. With the Greytrix version of the integration, users do not need to be on local area network in order for it to work. The Greytrix solution is more flexible and provides greater security options. It can be modified to provide further customization.
Integrating Sage 100 with Sage CRM not only provides a more practical environment for customer facing staff, but using CRM results in fewer staff requiring direct access to Sage 100.