Sage CRM Systems supported
Sage CRM is a widely used Customer Relationship Management (CRM) system. The universal connector is a highly specific connection used for the bidirectional synchronization of master data and for transferring and creating document data.
Functions of the Sage CRM integration connector
Data between the following modules can be synchronized (example).
- Company
- Person
- Tickets
- Communication
- Offers and orders
- User defined fields
- All entities shared with the web service
- Data services for creating reports in real time
Already realized projects
The connector is used in more than 100 installations or system combinations.
- Microsoft Dynamics Business Central
- Sage 100
- Sage WinCarat
- Sage b7
- Exchange Online
- Mailing provider
NoCode templates are available for all of the above system combinations for a quick and efficient configuration of the synchronization processes.
Use cases of the Sage CRM integration connector
ERP integration: Connect Sage CRM to different ERP systems and integrate the data and processes of your sales, marketing and service organization across departments. One benefit is for example the automated processing of orders.
Reporting: Create different reports with targeted queries based on data services, start valuable analyses and make data-driven decisions.
Exchange Online: Synchronize appointments, tasks or contacts with Sage CRM.
Mailing Provider: Synchronize newsletter campaigns and evaluate returned customer data and results.
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