• Sage 7.2
    Q50
    Integrating Sage 50
    with Sage CRM
    Qnect 50

    Qnect for Sage CRM is a real-time integration component that links
    Sage CRM to Sage 50. View your Customers Financials,
    Orders, Quotes and Invoices directly within Sage CRM.
    Create Accounts from Prospects, Post Order from CRM and much more...

Overview

Do your sales reps struggle to obtain a single view of customers? Do sales people need direct access to Sage 50 to be able to product quotes and orders?

Qnect 50 for Sage CRM is a realtime integration that links Sage CRM to Sage 50. It helps to increase efficiency and accuracy in the management of customers/suppliers, products and quotes/orders at an affordable cost.

Sage CRM is a browser based CRM solution from Sage that allows you to manage any business interaction with your prospects, customers or suppliers that do not need to reside within an accounts system. This can include storing details about phone calls, emails or meetings. As well as managing sales pipeline, opportunities, quotes and orders. Additionally, Sage CRM can be used to record and manage customer issues and marketing activities such as mailchimp campaigns, outbound calling and importing of event leads which can all be easily performed from within the easy to use interface.

By combining Sage CRM with Sage 50 (using Qnect 50) you can enjoy better business insight, greater efficiencies, increased productivity and have a single customer-centric view across your entire business.

Qnect 50 features include:

  • Create Sage 50 Customer and Supplier accounts from Sage CRM
  • Create Sales orders in Sage 50 from Sage CRM
  • View account information, such as status or credit limit
  • Realtime views of orders and invoices from Sage 50
  • Synchonise orders, invoices and credits into Sage CRM
  • Link many Sage CRM companies to one Sage 50 customer
  • Link one Sage CRM customer to many Sage 50 customers
  • Create and view information about suppliers in Sage CRM



Companies all around the world are already experiencing the power of an integrated CRM. Qnect 50 with Sage CRM is ready to help you bring together every area of your business including sales, finance, marketing and customer service.




Sage CRM Order Summary

Quote and Sales Order processing

As products and prices are synchronised from Sage 50 into Sage CRM the Sage CRM inbuilt quote functionality is fully available to users via a web browser. Users can add products, free text items and comments to quotes, produce PDF documents and easily send these to the prospect/customer all from within Sage CRM. Sage CRM prospect companies do not need to be linked to Sage 50 to produce quotes. This reduces the amount of data within Sage 50 by eliminating the need to have prospect customers and quotes in Sage 50. Only actual sales customers and transactions will be in Sage 50 reducing the volume of data and load on the software speeding up Sage 50 due to the reduction in non-transactional data.

Orders for customers can either be created from quotes or entered straight into Sage CRM. As with quotes, orders can have PDF documents create against them which can be easily sent to the customer. When the customer has agreed to a quote, an order can be posted straight into Sage 50 against the customers Sage 50 account by simply clicking the 'Post to Sage Accounts' button when viewing the order.


Decisions

Sage CRM helps you make strategic decisions about your business. You can identify and categorise your most profitable customers, understand their priorities and how much they cost you to sell to and to keep. CRM allows your staff to share vital customer information and handle complex processes by automating them. This improves effectiveness and ensures nothing is overlooked when dealing with customers or prospects.

Information entered at the start of the sales process flows through Sage CRM and into Sage 50 without the need to duplication data entry. This both reducing time and the possiblity of data issues caused by entering the same data into multiple systems manually.

Piece of mind

Qnect 50 has been fully tested and authorised by Sage as integration between Sage 50 and Sage CRM. Qnect 50 is a constantly developed product and all customers benefit from every feature of the product as they are added.

Sage 50 Authorised Product

Sage CRM Order Summary

Get in touch about Sage CRM and Qnect 50

Send us a message and we'll try and respond within the hour. (Mon-Fri 9.00am-5.30pm GMT)