Dynamics CRM and Sage ERP integration ensures real-time, bi-directional access to exclusive customer information by synchronizing entities like Sales Quotes, Orders & Invoices from Sage.
Never miss out on critical information like leads, customers, and orders by accessing them on desktops, mobiles, and tablets ensuring that the customer needs are addressed in real-time.
The integration implies centralized administration to maintain a common code-based application and run a common instance of the application for multiple Sage ERP companies.
Important information pertaining to Sales and service can be viewed on user-friendly MS Dynamics CRM lists for particular accounts.
Bi-directional synchronization of Accounts/ Customers, Sales Quote, Sales Order, Sales Invoice etc. help Sales Representatives to quote correct prices.
Make informed decisions based on latest synchronized information of Customers and reporting tools. Due to the bi-directional capability, the data can also be synced back to Sage ERP system.
The Finance, Customer Relation and Sales Interdepartmental communication is enhanced with seamless process flow of accounting and customer information.
Gain employee productivity due to data consistency and improved end-client experience due to faster resolution of queries and personalized responses.
The integration provides enhanced agility to act on new information quickly and supports multiple technologies, databases and operating systems.
Get effective supply chain and inventory management as corresponding sales data from Dynamics 365 CRM is available in Sage ERP. It provides similar UI across all the devices.
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