Call: 416.233.3188
Email Us: inquiries@dcaa.ca

Sage CRM can be a powerful order processing system and provide transparency over the activities of your sales team

Sage CRM integrates with many different accounting systems right ‘out of the box’.

When you integrate Sage CRM with your accounting system, your entire business benefits from end-to-end visibility and a single view of the customer, where each department works with the same information and communicates in the same way. The result is greater insight into business performance, processes that are more efficient, improved productivity, and more effective communications, all of which open up new opportunities for growth:

  • Get up and running quickly and share your existing customer, contact and invoice information
  • Use a single source for all business contacts. Improve collaboration and efficiencies across your company by organizing and consolidating accounting and CRM contact information—prospects, customers, and partners—into one reliable source.
  • Increase customer visibility. Whenever any employee interacts with a customer, Sage CRM provides the information he or she needs to answer customer questions. Using Sage CRM Cloud, you can easily see the customer’s call history, order status, unresolved customer cases, invoices and more.
  • Eliminate duplicate data entry. Increase efficiencies and eliminate errors by entering in data once. For example, you can update customer information in accounting, and it will automatically update the customer’s information within Sage CRM.

In the left hand margin of this screen you can see profiles of the different accounting system integrations that are available without additional customization.  Please keep in mind though that the on-premise version of Sage CRM can readily integrate with any accounting system – and this is a common occurrence with Sage CRM.

Please note that we do not sell or support any of these accounting applications.  Rather we focus on Sage CRM and work in tandem with those companies that service accounting applications (when required).

 

Contact us to schedule a talk