  
Sage CRM - Integration
Why Integrate?
Developing a series of integrated systems is the simplest way to realise the hidden value in your IT investment. Integrated systems mean eliminating the double entry of customer details. It provides key financial information to those that need it allowing customer-facing staff to check immediately on credit status, to generate orders and quotes or to complete a transaction on the phone all through a single CRM system.
Sage has developed leading edge integration technology. Using this technology, certified Business Partners can integrate Sage CRM with a variety of ERP, accounting and web applications.
The Sage 200 Suite
This technology is also used to manage the synchronisation of data between Sage 200 CRM and the rest of the Sage 200 Suite.
You can explore the benefits of integration in detail below:
Eliminate Duplication of Effort
Businesses that integrate their Sage CRM systems with their Sage back-office software will experience a number of benefits. One of the most obvious is ‘once-only’ data entry, whereby a customer’s details are input only once through your CRM system and then automatically updated across the accounting and management systems. It also works the other way round, with new or amended entries in the accounting system automatically updating the CRM database. Not only does this save time by reducing duplication of effort, it also means that potential mistakes and conflicting data are minimised.
Sales Advantages
Salespeople have greater flexibility in managing their accounts and can respond more quickly to customer requests, whether they are in the office or working remotely. Integration between your CRM and your accounting system provides your sales professionals with access to relevant information. Without having to leave their CRM screen, they can view customer data such as credit status, account balance, payment due dates, order history and turnover.
Flexibility
All of Sage’s integration applications are easy to install and come with wizard-driven set-up screens. Most importantly, they can be customised by our certified Business Partners, to integrate your Sage CRM system with a variety of ERP, accounting and web applications. Our integration offerings are designed to have maximum benefit for Sage users, with the sharing of information between currently disparate systems whilst minimising the risks associated with many complex integration projects.
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