Sage CRM and Sage 300 ERP

Two Great Products That Are Better Together

Each new version release of Sage 300 ERP typically includes updates to the integration with Sage CRM, bringing an even tighter connection between the two products. But beyond the technical details, what does it really mean to have CRM and ERP working together in one system and providing a single view of your company? Let’s explore.

Workflow and Data Entry

When CRM and ERP are integrated, data is entered one time and then carried all the way through your business system, eliminating duplicate entry and inefficiency.

For example, when your sales people enter an order in Sage CRM – whether from a desktop or mobile device – the order details automatically transfer into Sage 300 ERP. There’s no need for your back office accounting or customer service staff to re-enter the same data. You eliminate redundancy, save a bunch of time, and ensure accuracy. It also means that new customers (or existing customer updates) added in one system are synchronized in the other. Your data is consistent and your business is more accurate and efficient.

Reporting And Decision Making

With CRM and ERP data combined in the same system, you get the benefit of one single view of your business across all functional areas – from sales and accounting to warehouse and customer service. Most companies that run disconnected systems have to export data from each application, manually patch it together from spreadsheets and paper documents, and then do it all over again the next time they need to run updated reports.

The result of integrated CRM and ERP is a consolidated, 360 degree view of your business and a reporting process that’s faster, more accurate, and delivers greater insight into company-wide operational performance.

Customer Service

With integrated CRM and ERP, everything you know about your customers – from sales to accounting – is in one single system. Everyone who has direct contact with a customer has up-to-date customer information on-hand. That means sales people have access to inventory availability, recent shipments, or customer credit status without having to fumble around in the accounting system. It also means that service staff is better able to resolve customer inquiries on the spot, rather than passing them to another department or promising a call back hours/days later.

Get the Guide:

4 Ways Integrated CRM-ERP Improves Productivity:  If you’re interested in more detail about the benefits of integrated CRM and ERP, Email Us and we’ll send you a copy of this valuable 8-page guide.

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