SIS with Sage CRM to Sage New Classic
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 New Classic Line. Through the deep CRM Integration Sage New Classic, 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 relevant data on the way like turnover revenue, open invoices, sold items in Sage New Classic Line. You can combine activities (e. g. number of customer visits) with for instance sold items in evaluations.
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 SIS supports the Sage New Classic 2016.
|*) We charge for each additional mandatory licensed.|
|Synchronisation of standard panels (time-controlled, direction adjustable):||Company - Customer||Yes||Yes|
|Company - Supplier||Yes||Yes|
|Address - Addresses of customer / supplier||Yes||Yes|
|Person - Contact person customer||Yes||Yes|
|Person - Contact person supplier||Yes||Yes|
|Account - Customer||Yes||Yes|
|Account - Supplier||Yes||Yes|
|Synchronisation of:||Product family - Item group||No||Yes|
|Product - Item||No||Yes|
|Generic demanding plugin||No||Yes|
|Adhoc transfer from CRM to Sage New Classic||Yes||Yes|
|Storage of historical data for rollback, time adjustable||Yes||Yes|
|Admin interface (windows) for operation, log analysis and controlling||Yes||Yes|
|Templates for standard synchronisation processes||Yes||Yes|
|Sending emails of status notifications||Yes||Yes|
|Display of Sage New Classic data in Sage CRM ERP focus (no storage in CRM)||Yes||Yes|
|Adaptability possibilities and definition of storage location (SIS/CRM)||No||Yes|
|Usage of Sage New Classic data in groups and reports|
|Junction of duplicated data||No||Yes|
|Individual panel mappings (standard and user panels)||No||Yes|
|Several mandates (Sage New Classic or Sage CRM)||No||Yes*|