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Sage CRM / Sage Enterprise (X3) Integration

By connecting Sage CRM with Sage Enterprise we can provide customer-facing staff with the option to view accounting data and create orders.

 

 

On approval, orders created in CRM pass over to Sage 100 to be invoiced.  But beyond processing orders, users can see a lot of other valuable financial information.  Notice all of these 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. This Greytrix option has more security features, is flexible, and can be modified.

Not only is CRM a more practical environment for customer-facing staff, but using CRM results in fewer staff requiring direct access to Sage Enterprise.

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