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Integrate financial systems with CRM

Integrate financial systems with CRM

Do you currently use a financial system and wonder how you can use it to enhance your understanding of your customers? Are you wondering if it is even possible to integrate financial systems, such as Sage 50 or Sage 200, with CRM? Perhaps you are looking for CRM software with existing integrations to Sage so you don’t have to pay for bespoke development? Maybe you already have Sage and Maximizer CRM as separate systems but yearn for a way to get a complete, integrated view of your customer in a single application?

Why integrate financial systems with CRM at all?

It may be the case that you currently don’t use CRM software to manage your customer relationships. Perhaps you have detailed spreadsheets with customer data or an in-house database with everything you need to know.

But in a challenging world during COVID-19 and beyond, it might be time to think about a simple CRM solution. Something that you and your colleagues can access, wherever you are working. After all, it’s not so easy now to shout across the office or wander to a coworker’s space to ask about a particular customer. What if you take a call from a customer and need some simple facts to be able to help them? We all need answers quickly – no one wants to wait while you phone around for information.

Integrating your financial software with a CRM system means you can view all of your customer’s financial data as well as keep track of your relationship with them. This means truly having a 360 degree view of all your customers and prospects.

Sage Financials Data Connector

Avrion’s Sage Financials Data Connector connects Sage 50 or Sage 200 to a CRM solution, and we can build one to suit you. Maximizer CRM is a comprehensive, yet easy-to-use system. It comes at a much smaller premium compared to the big name CRM packages. You can quickly create a database with company information, contact details, notes, sales opportunities and even simple marketing campaigns. Everyone can access it remotely and via a Mobile App. As the database is live, you can tap into the latest, most up-to-date information. Empower your team’s ability to help a prospect or customer, improve your customer service and create prompts to remind you when actions need to be taken.

It’s smart, it’s simple and it’s an insurance for you. Spreadsheets can disappear with an employee or get muddled up with various users and versions. A CRM system is there for all of you, any time, anywhere. We can help you start simple and evolve as you build and transform your business.

Contact us for more information about how you can maximise your understanding of your customers with an integrated financial and CRM system.

See it in action

You can also view the Sage Financials Data Connector in these videos:

An overview of Sage Financials Data Connector for Maximizer CRM

How to use Sage Financials Data Connector for Maximizer CRM

 

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