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

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.