Sage 50 integrates with Sage CRM, a very practical communications system for your customer-facing staff. When we bring up a company record in Sage CRM, users can see the YTD and LYTD sales values as well as the date of the last order or invoice. CRM users can also view Order and Invoice history including the line item details for those transactions. The integration between Sage CRM and Sage 50 was created using the software developer’s kits (SDKs) for both Sage CRM and Sage 50.
This 1-way read-only integration works as a service wherein Sage 50 is updating Sage CRM every 24 hours. This integration allows you to connect multiple companies in Sage 50 to a single company record in Sage CRM. DCAA developed the integration between Sage 50 and Sage CRM in conjunction with Sage 50. The solution is provided as an add-on subscription.
Sage CRM is an industry-leading communications system that offers easy configuration and excellent features related to process management. Sage CRM is different from other top-tier CRM applications as it is physically installed on servers that the client either owns or controls. This results in a lot of freedom when it comes to customizing the application. The single most powerful feature of Sage CRM is its ability to control processes using Sage CRM’s workflow engine. Sage’s workflow engine and escalations features are very flexible. When a Sage CRM system is deployed in conjunction with workflow, projects are typically much more successful.
You can purchase Sage CRM user licenses through DCAA, but installation and training services are separate from the software. And it is strongly recommended that companies acquire proper training and assistance. Companies that deploy Sage CRM typically use it to manage information and activities for at least 8 users. Here is a link to a guideline for what organizations typically spend to deploy Sage CRM.