Sage Accpac ERP Integration with CRM: Key Considerations

Posted by aimewolf on July 1st, 2014

 Integrating your CRM (Customer relationship Management) with Sage ERP suite should be easy, provided a system integration professional works closely with you to ensure seamless integration. An ERP integration expert can only advise you on the necessary information for successful integration of Sage Accpac ERP with your existing CRM. Professionals in this field can assess individual business needs and technical compatibility issues to come up with foolproof integration solutions. If you are facing problems with integrating Sage ERP with your CRM, you should contact Sage 300 Support. Sage Group Plc. And its development partners offer excellent technical assistance and troubleshooting support to corporate users of the ERP software.

What are the key considerations before integrating the Sage ERP with your CRM? There are four different areas that professional Sage integrators take into account. Here below is a brief overview of these critical considerations for your easy reference in the future.

Contact details integration

Business contact details (location, phone number, FAX number etc) are stored in ERP and CRM applications. Both the applications function as master databases that maintain all records for an account. While CRM application typically contains the marketing leads, sales contacts and prospects, ERP application is predominately used for storing billing and shipping information. Therefore, successful integration of Sage Accpac ERP with CRM must comply with the basic business rules and there should be a uniformity in updating the changes in contact details, leads etc.

Integration of ERP products

ERP application products need to be replicated within the CRM too. This is highly essential for developing sales quotes that have all possibilities to become sales orders, as the product codes must be kept the same across all documents and databases. This will eliminate unnecessary complications in billing and quoting to returning customers. A [professional Sage ERP integrator can configure your ERP application in a way so that the products are rightly integrated in both the systems.

Efficient and streamlined order management

Order management is an imperative and the end users of the applications must be facilitated to update existing sales quotes. The sales data integrated in the CRM application helps the marketing managers to make sales and revenue forecasts and convert sales opportunities into leads. To put it differently, ERP applications contain actionable data that is highly essential for successful order management system and for internal referencing as well. Therefore, streamlined order management should be a key consideration before integrating Sage Accpac ERP with your existing CRM application.

Product or order repository

As soon as an order has been processed internally, the invoice data must be copied to the CRM application. This is necessary for managing inventory and supply chain efficiently. Sage CRM and Sage ERP are compatible with each other and you can easily integrate these two for better accounting and business management.

You can contact Sage 300 Support in case you have any queries regrading the CRM-ERP integration. There are authorized application developers of Sage providing round the clock customer service and technical assistance. You can just visit the website of a Sage ERP developer to find tailored technical assistance.

Our company assures successful Sage Accpac ERP integration and implementation. Contact Sage 300 Support for integrating Sage ERP with your CMS.