Avrion Apps

Integrate financial systems with CRM

How to connect Sage Financials with Maximizer CRM

Last week’s blog showcased the ability to integrate financial systems with CRM. Specifically, we looked at our Sage Financials Data Connector – connecting Maximizer CRM and Sage 50 / Sage 200. Sage Financials is easy to use, yet so powerful in extending your CRM data. This blog aims to ignite your imagination on how your

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Integrate financial systems with CRM

Sage Financials Data Connector – connecting Maximizer CRM and Sage 50 / Sage 200

Avrion’s Sage Financials Data Connector does something that every salesperson or account manager would value. It shows customer financial data within Maximizer CRM. How? By bringing financial information from Sage 50 or Sage 200 into your Maximizer CRM. Knowing your customers’ orders, invoices, transaction history, account status, account balance, turnover and credit limit information all

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