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Sage 50/CRM integration
Out of the box, Sage CRM will only integrate with Sage 200. Written in response to customer requests, S-Link provides Sage CRM users with real time Sage 50 Accounts information on all trading partners (customers and suppliers), sales and purchase orders, invoices and stock, delivering cost effective benefits (saving time) to the organisation and driving higher customer service levels.
S-Link has been built to provide a robust, scalable solution which runs entirely in the web browser as a thin client application. This means that users get access to relevant Sage 50 Accounts data from the office or remotely via the internet.
- Import Sage 50 Customer & Supplier accounts – Create or update CRM company, address and person records, including delivery addresses.
- Create Sage 50 Customer & Supplier accounts – Automatically convert prospects to company records within Sage 50 from Sage CRM.
- Maintain Sage 50 Customer & Supplier accounts – Update Sage 50 company details from within Sage CRM
- Easy access to Customer & Supplier enquiries – S-Link provides a full web view of your Sage 50 account information including transaction drill down and aged analysis.
- Sales & Purchase Order enquiries – S-Link provides a full web view of your Sage 50 order data including allocation / dispatch status, drill down to line items (stock availability), sales delivery notes and sales invoices.
- Sales Invoice enquiries – S-Link provides a full web view of your Sage 50 invoice data including printed / posted status and drill down to line items (stock availability).
- Create Sage CRM Quotes & Orders – Create orders and quotes in CRM utilising Sage 50 stock information and customer specific pricing and discounts including volume discounts
- Convert Sage CRM Orders to Sage 50 Sales Order – Automatically convert a CRM quote to a Sage 50 order with the touch of a button
One reason why companies choose S-Link is to enable them to build on their Sage 50 data by exposing that information to Sage CRM. From within Sage CRM using S-Link it is possible to create marketing groups based upon Sage 50 data (such as products purchased within a specific time period).
Another reason that companies choose S-Link is to enable users who do not have access to the Sage 50 accounts to create quotes and orders based accurately on up to date products, prices, discounts and stock availability.
“Integrating our Sage 50 data with a marketing solution like Sage CRM has really helped us to capitalise on information that has always been at our fingertips but somehow just beyond our reach.”
Marketing Manager
S-link has been developed with the customer in mind with constant collaboration between developers, business partners and customers. The product is a fully developable component for Sage CRM and can be extended to meet the individual requirements of each customer. Our approach is to ensure that the solution is a best fit for your business from the start so we always recommend that we discuss your requirements and that we demonstrate the solution to ensure that it fully meets your requirements. For more information, to arrange an onsite or remote demonstration please complete our contact us form, email us at crm@smithcooper.co.uk or call directly on 0844 669 9998.
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