SMARTCRM and Sage

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Central information about your customers

Do you use the ERP system Sage in your company? Then connect it to our CRM solution via the interface. SMARTCRM indeed analyses the ERP data and provides manifold evaluations at any time.

CRM and ERP: the powerful foundation for field service and back office for long-term planning, early decision taking and targeted action in sales, marketing and management.

The interface that adapts

Needless to say, the principle of “custom-made suit yet ready-to-wear” applies to SMARTCRM.ERP. The standard interface to Sage offers many possibilities for data exchange between CRM and ERP systems and can be adapted and expanded according to your needs.

This way, you can exactly select the data you want to see in SMARTCRM from the following options:

  • Customers, suppliers, prospective customers
  • Relationships and hierarchies
  • Employees
  • Contacts
  • Visit reports
  • Product, multilingual product text modules, pictures, prices, price lists, product groups, merchandise groups
  • Quotation items, quotation pdf, automated tasks to follow up with quotation threshold
  • Incoming order items
  • Order back log items
  • Invoice items, contribution margin per item
  • Open items
  • Planning
  • Projects
  • Machines
  • Features
  • Complaints
  • Value tables
  • Discount prices
  • Targets
  • Orders, order confirmation, outstanding invoices

Upon request, the following data may also be provided to Sage:

  • Customers, suppliers, prospective customers
  • Contacts
  • Quotation items
  • Order items
  • Visit reports
  • Machines
  • DMS documents