• Sage 7.2
    Q50
    Integrating Sage 200
    with Sage CRM
    Qnect 200

    Qnect for Sage CRM is a real-time integration component that links
    Sage CRM to Sage 200. 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 200 to be able to product quotes and orders?

Qnect 200 for Sage CRM is a realtime integration that links Sage CRM to Sage 200. 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 200 (using Qnect 200) you can enjoy better business insight, greater efficiencies, increased productivity and have a single customer-centric view across your entire business.

Qnect 200 features include:

  • Create Sage 200 Customer and Supplier accounts from Sage CRM
  • Create Sales orders in Sage 200 from Sage CRM
  • View account information, such as status or credit limit
  • Realtime views of orders and invoices from Sage 200
  • Synchonise orders, invoices and credits into Sage CRM
  • Link many Sage CRM companies to one Sage 200 customer
  • Link one Sage CRM customer to many Sage 200 customers
  • Create and view information about suppliers in Sage CRM

Qnect 200 Summary

Companies all around the world are already experiencing the power of an integrated CRM. Qnect 200 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 200 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 200 to produce quotes. This reduces the amount of data within Sage 200 by eliminating the need to have prospect customers and quotes in Sage 200. Only actual sales customers and transactions will be in Sage 200 reducing the volume of data and load on the software speeding up Sage 200 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 200 against the customers Sage 200 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 200 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.

Sage CRM Order Summary

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