Sage North America Announces Integration of Sage CRM with Sage ERP X3

By CIOReview | Friday, April 3, 2015
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IRVINE, CA: Sage North America, a provider of business management software and services to small and medium-sized businesses has announced that Sage CRM is collaborating with Sage ERP X3 to offer mid-market and enterprise businesses greater business insights and more opportunities for growth.

The integration streamlines processes and eliminates the need for duplicate entry with synchronized data. It enables the sales teams to create accurate quotes at a faster pace; offers better forecast customer demand and place new orders with speed and confidence, while marketing automation, social media monitoring, and campaign measurement and analysis ensure a strong flow of leads to the sales team.

Using Sage CRM with Sage ERP X3, employees can view real-time order status, past service call notes and credit status so they are well-informed of a customer’s history whenever they interact with them. Businesses can also offer a self-service web portal to provide customers with quicker access to the information that they need such as viewing their account profile, order history and available inventory.

“Connecting Sage ERP X3 and Sage CRM provides companies with greater visibility into their business. It enables their accounting, operations, sales, marketing and customer service teams to have a single consistent view into their customer relationships so they can deliver a great customer experience,” says Doug LaBahn, senior vice president of product management and marketing, Sage.