Integrated Solutions

Sage 200 Suite

Sage 200 is a Business Management Suite comprising specialist software that has been developed to integrate and work together as one suite – with each module sharing information and working together from one set of data. It is suitable for medium sized businesses, and smaller companies with complex or sophisticated requirements.

The suite approach has been developed to ensure that your people and departments can work at maximum efficiency by streamlining your processes, reporting quickly and with ease – giving you one view of your business and customers. The Sage 200 Suite gives you a solid platform of software modules that allows you to pick and choose the right components to fit your business.

Sage 200 Suite comprises of two core software modules providing the basis of full integration between CRM and Finance systems:

• Sage CRM – an award winning powerful end-to-end CRM solution
• Sage 200 Financials – powerful accounts and trading software with unrivalled usability and customisation

With Sage 200 Suite, you build the software solution to meet your business needs. Additional software modules can be added in all areas of your operations:

• Sage 200 Commercials – a set of modules that builds on the core Sage 200 Financial module to help administer day to day operations including stock control, pricing, sales order processing and purchase order processing, with greater efficiency
• Sage 200 Project Accounting – an ideal costing and analysis module for companies that want to improve the management, performance and profitability associated with a project. It helps companies to understand the time and expenditure associated with each project – helping to deliver on time and within budget. Add the Sage 200 Web Time and Expenses module and your people can input the time and expenses associated with a project remotely via a web browser
• Sage 200 Business Intelligence – provides powerful analysis and reporting from the data captured within the Sage 200 Suite. Business Intelligence quickly transforms data into meaningful intelligence providing complete and accurate information to assist the management teams in making informed decisions quickly
• In addition, Sage 200 Suite offers additional modules within industry specific areas. These include Sage 200 Manufacturing, Sage 200 Bill of Materials, Sage 200 Wholesale and Retail, and Sage 200 Construction

Realising the Benefits of Sage 200

• No matter how much or how little of the software you choose to adopt, your people will work more efficiently within their own departments and with colleagues across the business with the Sage 200 Suite
• You can ‘grow into’ the Sage 200 Suite, by choosing the core modules you need now and then buying the additional modules later. It might be that you initially only require the CRM module! This way, your investments can be made across a greater time period with the secure knowledge that your solution can become a powerful and all-encompassing end-to-end business tool

More information - see the Sage CRM Integrated Solutions Resources Documents section

Sage CRM Integration with Sage Line 50

SIM50 (Sage Integration Module 50) is a real time integration module that links Sage CRM to Sage 50 accounts. In our opinion Sim50 represents excellent value – a comprehensive, configurable and feature driven integration module delivered at a fraction of the cost of other comparable products.

Sim50 delivers a similar level of integration found in the Sage 200 Suite, but for Sage 50 accounts and in some areas it goes beyond the 200 Suite in terms of functionality:

• The SIM Tab provides a real-time link which displays data directly from Sage 50 accounts, such as customer and supplier account details, credit limits, available balance, payment terms, accounts status, posted invoices, details of payment receipts and stock levels from the Sage 50 accounts stock list
• A Quick Quote feature from the real-time link allows people to create orders, quotes and invoices from Sage CRM and push it straight into Sage 50 accounts. Access to Sage 50 accounts stock, and all discount structures applied in Sage 50 are referenced which means multi purchase discounts will automatically be applied to individual customers
• The Processing screen for orders and quotes can also be created in the opportunity area of Sage CRM, linking these with customer opportunities. This means multiple Sage 50 accounts quotes and orders can be saved against a customer opportunity, which is especially helpful for companies who send numerous variations / versions of quotes to their customers relating to one order
• The Sage CRM Products area can be used for creating quotes and orders which then get pushed into Sage 50 accounts, rather than using the accounts’ own stock module and stock codes. This is ideal for companies who need greater flexibility when creating quotes for their customers
• Purchase orders can be generated from within Sage CRM and pushed into Sage 50 accounts using the quick quote screen. Supplier price lists are displayed in real time, linked directly to the pricing structures from Sage 50 accounts

Realising the Benefits of Sage CRM integrated with Sage 50 Accounts

• People will work more efficiently within their own departments and with colleagues across the business with an integrated Sage CRM and Sage 50 accounts solution. SIM50 removes the need in re-keying (double entry) of quotes, orders and invoices, which means a considerable time saving with the added benefit increased accuracy
• Sage 50 accounts is used by an estimated 60% of UK small businesses. To achieve an integrated system SIM50 offers superior cost benefits as companies can integrate Sage CRM with their existing Sage 50 accounts

More information - see the Sage CRM Integrated Solutions Resources Documents section

Avrion Bespoke Integration

Integration with Sage CRM is both comprehensive and efficient to achieve. The architecture and interface structure of Sage CRM is designed in a way that enables almost seamless integration with other software applications.

Sharing financial accounts information with Sage CRM and linking customer records together is typically a straight forward bespoke integration task for Avrion. The chances are that we have already done something similar if you’re using financial packages such as Great Plains, Sage 50, MMS, 100 and 200, Access, and Exchequer. And if you are using a different financials package then we are confident we can integrate this too.

Bespoke financial applications (packages that have been written specifically for your business) can have typically greater scope for creating a tighter integration with Sage CRM.

Whatever level of integration you require we would be happy to investigate this with you.

Integration of Sage CRM and other applications is another area we get involved in. Whether you need to keep multiple databases up to date with each other (synchronising data) or to create a physical integration between applications we have undertaken numerous projects in this area. Other applications include project management tools, booking systems, inventory systems, and even other CRM databases that perhaps a Sister company is using!

For more information on integration, please contact us.