SIS with Sage CRM to Sage 50 Quantum (only German version)
Sales, marketing and sometimes also support will be managed in a CRM system – the gateway of your customers to your Company.
The software Sage CRM is appropriate for Sage 50 Quantum (only German version). Through the deep integration of the systems, Sage managed to reduce the input of data enormously: After providing master data once, they will be available in both systems. The field sales agents can access all relevant customer data on the way in Sage 50 Quantum (only German version).
Different to conventional gateways, the SIS allows connecting several different data bases as it provides templates for many software products. The advantage is amongst others the standardisation of already available knowhow for conflict verifications, the tracking of record changes, the administration of the gateway via a graphical user interface and the adaptability of the panel allocation without programming knowledge.
The CRM Integration Sage 50 Quantum supports Sage 50 Quantum 2017 by the maintenance update from 12-2016.
|Features (partly chargeable)|
|Synchronisation of standard panels (time-controlled, direction adjustable):||Sending emails of status notifications|
|Company – Addresses; Person – Addresses; Account – Addresses ||Display of Sage 50 Quantum data in Sage CRM ERP focus (no storage in CRM)|
|Generic demanding plugin||Adaptability possibilities and definition of storage location (SIS/CRM)|
|Adhoc transfer from CRM to Sage 50 Quantum (customer or supplier will be generated manually from address in Sage 50 Quantum) ||Usage of Sage 50 Quantum data in groups and reports|
|Storage of historical data for rollback, time adjustable||Junction of duplicated data|
|Admin interface (windows) for operation, log analysis and controlling||Several mandates (Sage 50 Quantum or Sage CRM)|
|Templates for standard synchronisation processes|