SIS with Sage CRM to Sage New Classic

SIS with Sage CRM to Sage New Classic

Sage CRM Integration 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 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 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.

Features BasicExtended
*) We charge for each additional mandatory licensed.
Synchronisation of standard panels (time-controlled, direction adjustable):Company - CustomerYesYes
Company - SupplierYesYes
Address - Addresses of customer / supplier YesYes
Person - Contact person customerYesYes
Person - Contact person supplierYesYes
Account - CustomerYesYes
Account - SupplierYesYes
Synchronisation of:Product family - Item groupNo Yes
Product - ItemNo Yes
Generic demanding pluginNo Yes
Adhoc transfer from CRM to Sage New ClassicYesYes
Storage of historical data for rollback, time adjustableYesYes
Admin interface (windows) for operation, log analysis and controllingYesYes
Templates for standard synchronisation processesYesYes
Sending emails of status notifications YesYes
Display of Sage New Classic data in Sage CRM ERP focus (no storage in CRM)YesYes
Adaptability possibilities and definition of storage location (SIS/CRM)No Yes
Usage of Sage New Classic data in groups and reports
Junction of duplicated dataNo Yes
Individual panel mappings (standard and user panels)No Yes
Several mandates (Sage New Classic or Sage CRM) No Yes*

Contact form SIS Sage CRM and Sage New Classic

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