Connecting Sage 500 with Sage CRM gives customer-facing staff access to accounting data and order processes through the Sage CRM interface. The source describes this as a fully bi-directional solution that makes Sage 500 data available wherever users log into Sage CRM.
The information on this page refers to the GUMU™ Sage 500 CRM integration.
- Sage CRM users do not require a Sage 500 license for normal use.
- Sage 500 does not need to be the latest version.
Features, benefits, and user experience
Features
- Customer integration.
- User-specific access rights for Sage 500 data.
- Company promotion from Sage CRM to Sage 500 customers.
- Order and invoice history visibility in CRM.
- Quote and order creation through Sage CRM.
- Order promotion from Sage CRM into Sage 500.
Benefits
- CRM users are better informed about their accounts.
- Users can look up information without depending on accounting staff.
- The need for Sage 500 licensing is reduced.
- Duplicate entry is minimized.
- Remote order entry is supported.
Customer integration
Major points of integration are visible directly from a customer record in Sage CRM. Users with the appropriate rights have access to key customer-facing screens including invoice history and summary accounting data.
Sage 500 customer
From the Sage 500 customer tab, users can review division, salesperson, and last payment date information without leaving the CRM interface.
AR inquiry
Users can filter through open and paid invoices and drill into specific line-item details from the AR history tab.
Order inquiry
Filter and review the status of open or completed orders directly from the company record in Sage CRM.
Credit history
Users can review credit status instantly. If a company is on credit hold, a messaging alert can be configured to appear on the primary summary screen.
Creating orders
Create quotes or orders from an opportunity or the company summary. Once promoted, the Sage 500 order reference writes back into CRM for full tracking.
Administration and security
The administration section is used to configure mapping between CRM users and Sage 500 sales reps. A security matrix allows for granular control over who can view or promote data.
About the publisher
The Sage 500 to Sage CRM integration is published by Greytrix. Greytrix has been a Sage CRM development partner for over 20 years and has an excellent reputation within the global Sage community.
