{"id":7788,"date":"2021-01-25T10:26:10","date_gmt":"2021-01-25T15:26:10","guid":{"rendered":"https:\/\/www.sage.com\/en-us\/blog\/?p=7788"},"modified":"2024-08-20T01:53:26","modified_gmt":"2024-08-20T05:53:26","slug":"integrating-sage-crm-and-sage-100cloud","status":"publish","type":"post","link":"https:\/\/www.sage.com\/en-us\/blog\/integrating-sage-crm-and-sage-100cloud\/","title":{"rendered":"What\u2019s all the talk about? Integrating Sage CRM and Sage 100cloud"},"content":{"rendered":"<header class=\"entry-header has-dark-background-color entry-header--has-illustration entry-header--has-illustration--generic\">\n\t<div class=\"container\">\n\t\t<div class=\"entry-header__row row align-center\">\n\t\t\t<div class=\"col col-lg-7 col-xlg-6 entry-header__content\">\n\t\t\t\t\t\t\t<div class=\"component component-single-header\">\n\t\t\t\t\t\t\t\t\t\t<div class=\"entry-header__misc text--subtitle text--uppercase text--small\">\n\t\t\t\t\t\t\t<a href=\"https:\/\/www.sage.com\/en-us\/blog\/category\/growth-customers\/\" class=\"entry-header__link\">Growth &amp; Customers<\/a>\t\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t<div class=\"entry-title-wrapper\">\n\t\t\t\t\t<h1 class=\"entry-title\">\n\t\t\t\t\t\tWhat\u2019s all the talk about? Integrating Sage CRM and Sage 100cloud\t\t\t\t\t<\/h1>\n\t\t\t\t<\/div>\n\n\t\t\t\t\t\t\t\t\t<p class=\"entry-header__description\">\n\t\t\t\t\t\t\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n\t<div class=\"single-post-details container\">\n\t\t<div class=\"col\">\n\t\t\t<span class=\"posted-on \"><time class=\"entry-date published\" datetime=\"2021-01-25T10:26:10-05:00\">January 25, 2021<\/time><\/span><span class=\"reading-time\"> min read<\/span>\n\t\t<button\n\t\t\ttype=\"button\"\n\t\t\tclass=\"social-share-button button button--icon button--secondary js-social-share-button\"\n\t\t\tdata-share-title=\"What\u2019s all the talk about? Integrating Sage CRM and Sage 100cloud\"\n\t\t\tdata-share-url=\"https:\/\/www.sage.com\/en-us\/blog\/integrating-sage-crm-and-sage-100cloud\/\"\n\t\t\tdata-share-text=\"Please read this interesting article\"\n\t\t>\n\t\t\t<span class=\"social-share-button__share-label\">Share<\/span>\n\t\t\t<span class=\"social-share-button__copy-label\" hidden>Copy Link<\/span>\n\t\t\t<span class=\"social-share-button__copy-tooltip\" aria-hidden=\"true\" hidden>Copied<\/span>\n\t\t<\/button>\n\n\t\t\t\t<\/div>\n\t<\/div>\n<\/header>\n\n\n<div class=\"wp-block-post-author has-dark-background-color alignfull\">\n\t<div class=\"container\">\n\t\t<div class=\"col\">\n\t\t\t\t\t\t\t<div class=\"co-authors\">\n\t\t\t\t\t\n\t\t<div class=\"entry-author-wrapper\">\n\t\t\t<a class=\"entry-author\" href=\"https:\/\/www.sage.com\/en-us\/blog\/author\/suedunn\/\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"40\" height=\"40\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2021\/02\/SueDunn_sq_500px_2016-0728_4687-Edit-sq-350x350.jpg\" class=\"entry-author__image\" alt=\"\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2021\/02\/SueDunn_sq_500px_2016-0728_4687-Edit-sq-350x350.jpg 350w, https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2021\/02\/SueDunn_sq_500px_2016-0728_4687-Edit-sq.jpg 500w\" sizes=\"auto, (max-width: 40px) 100vw, 40px\" \/>\t\t\t\t<span class=\"entry-author__name\">Sue Dunn<\/span>\n\t\t\t<\/a>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t<\/div>\n<\/div>\n\n\n\n<p>If your organization still relies on spreadsheets and notes to manage customer-facing activities, you likely know there is a better way \u2014 Customer Relationship Management, or CRM.<\/p>\n\n\n\n<p>Perhaps you have a CRM application but aren\u2019t fully realizing the benefits because there\u2019s a disconnect between the application and <a href=\"https:\/\/www.sage.com\/en-us\/products\/sage-100-contractor\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sage 100cloud<\/a>.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.sage.com\/en-us\/products\/sage-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sage CRM<\/a> is Sage\u2019s flagship CRM platform, a robust, affordable solution designed to integrate with Sage\u2019s <a href=\"https:\/\/www.sage.com\/en-us\/erp\/\">ERP applications<\/a>, including Sage 100cloud. So, why should you consider investing in a CRM solution, and Sage CRM in particular?<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-crm\"><strong>Why CRM?<\/strong><\/h2>\n\n\n\n<p>CRM software is the <a href=\"https:\/\/www.gartner.com\/en\/newsroom\/press-releases\/2018-04-10-gartner-says-crm-became-the-largest-software-market-in-2017-and-will-be-the-fastest-growing-software-market-in-2018\" target=\"_blank\" rel=\"noreferrer noopener\">fastest growing software market<\/a> in the world. While that\u2019s an interesting fact, it likely isn\u2019t enough to spur you into adopting a CRM system for your organization. So, we\u2019ve collected a few more facts that could provide a bit more motivation:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The <a href=\"https:\/\/barnraisersllc.com\/2018\/05\/28\/good-roi-experts-explain-industries\/\" target=\"_blank\" rel=\"noreferrer noopener\">ROI of successful CRM<\/a> implementation can be as much as $8.71 for every dollar invested<\/li>\n\n\n\n<li>Per sales person, a CRM can <a href=\"https:\/\/www.nomalys.com\/en\/28-surprising-crm-statistics-about-adoption-features-benefits-and-mobility\/\" target=\"_blank\" rel=\"noreferrer noopener\">increase revenue by 41%<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.salesforce.com\/blog\/2013\/03\/accounting-crm-increase-sales-productivity.html\" target=\"_blank\" rel=\"noreferrer noopener\">CRM increases sales<\/a> by up to 29%, improves productivity up to 34%, and boosts forecast accuracy by 40%<\/li>\n\n\n\n<li>CRM can <a href=\"https:\/\/review42.com\/crm-statistics\/\" target=\"_blank\" rel=\"noreferrer noopener\">improve the accuracy of reports<\/a> by 42%<\/li>\n\n\n\n<li>Salespeople see <a href=\"https:\/\/review42.com\/crm-statistics\/\" target=\"_blank\" rel=\"noreferrer noopener\">productivity increase by 30%<\/a> once they had mobile access to CRM<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-sage-crm\"><strong>Why Sage CRM?<\/strong><\/h2>\n\n\n\n<p>In a word: Integration.<\/p>\n\n\n\n<p>Integration is one of those fuzzy terms that seems to mean different things to different software publishers. With Sage CRM and Sage 100cloud, integration means out-of-the-box symmetry \u2014 the two solutions communicate in real time, keeping everything in sync and ensuring that your CRM users have access to the back office data they need and that your ERP users have access to the sales, marketing, and customer service data they need.<\/p>\n\n\n\n<p>Sage CRM integrated with Sage 100cloud provides your organization with benefits including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>A single source for all business contacts<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Improve collaboration and efficiencies across your company by organizing and consolidating ERP and CRM contact information\u2014prospects, customers, and partners\u2014into one reliable source.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Increased customer visibility<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Whenever an employee interacts with a customer, Sage CRM provides the information they need to answer any customer question. Using Sage CRM, you can easily see the customer\u2019s call or payment history, order status, unresolved customer cases, quotes, and more.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Increased efficiencies and accuracy<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Increase efficiencies and eliminate errors by entering in data once. For example, you can update customer information in Sage CRM, and it will automatically update the customer\u2019s information within Sage 100cloud.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Better control and data integrity<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Your system administrators define and control what each user can see or change within Sage 100cloud and Sage CRM. Data integrity is kept intact through automatic synchronization between Sage CRM and Sage 100cloud.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-use-case-examples\"><strong>Use case examples<\/strong><\/h2>\n\n\n\n<p>Here are a few examples of ways you can use Sage CRM at your organization to drive efficiency and improve service levels.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Create orders quickly and accurately<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Create quotes and orders in Sage CRM using data from Sage 100cloud, including customer credit limits, item numbers, shipping data, pricing, and availability. The quotes and orders are then updated into Sage 100cloud automatically.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Provide stellar service<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Each person across the business who interacts with a customer can use information that is relevant to the customer and consistent across the business. You can easily view real-time order status, past service call notes, invoices, payment history, credit status, and more. When you repeatedly demonstrate how well-informed you are and well you respond, your customers\u2019 trust and reliance on your business will only get stronger.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Provide more information through self-service<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Empower your customers and suppliers with your own company self-service web portal so that they have quicker access to the information they need, such as viewing their account profile, requesting a quote, or seeing a status on a service issue. When combined with Sage 100cloud, other important information can be included such as order status, order history, pricing lists, and available inventory.<\/p>\n\n\n\n<p><em>This article, written by Sage Business Partner <a href=\"https:\/\/www.microaccounting.com\/contact\/\" target=\"_blank\" rel=\"noreferrer noopener\">MicroAccounting<\/a>, is a part of our Sage CRM series.&nbsp;<a href=\"https:\/\/www.sage.com\/en-us\/products\/sage-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sage CRM<\/a>&nbsp;extends&nbsp;<a href=\"https:\/\/www.sage.com\/en-us\/products\/sage-50cloud\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sage 50<\/a>,&nbsp;<a href=\"https:\/\/www.sage.com\/en-us\/products\/sage-100-contractor\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sage 100<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.sage.com\/en-us\/products\/sage-300\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sage 300<\/a> with CRM capability for sales, marketing and customer service functions in thousands of businesses around the globe. <\/em><\/p>\n\n\n<div class=\"single-cta\">\n\t<div class=\"single-cta__positioner\">\n\t\t<div class=\"single-cta__wrapper has-dark-background-color\">\n\t\t\t<div class=\"single-cta__content\">\n\t\t\t\t\t\t\t\t<h2 class=\"single-cta__title h3\">Subscribe to our Sage Advice Newsletter<\/h2>\n\n\t\t\t\t\t\t\t\t\t<div class=\"single-cta__description\">\n\t\t\t\t\t\t<p>Get our latest business advice delivered directly to your inbox.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a\n\t\t\t\t\t\thref=\"#gate-ab515c6e-7e90-4c2f-a67e-113872516e8b\"\n\t\t\t\t\t\tclass=\"single-cta__button button button--primary\"\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t>Subscribe<\/a>\n\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<img decoding=\"async\" width=\"1440\" height=\"810\" src=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg\" class=\"single-cta__image\" alt=\"Working from home with tea in hand\" loading=\"lazy\" srcset=\"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2022\/04\/GettyImages-1073797282-1440x810.jpg 1440w\" sizes=\"auto, (min-width: 48em) 33vw, 100vw\" \/>\t\t\t<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>If your organization still relies on spreadsheets and notes to manage customer-facing activities, you likely know there is a better way \u2014 Customer Relationship Management, or CRM. Perhaps you have a CRM application but aren\u2019t fully realizing the benefits because there\u2019s a disconnect between the application and Sage 100cloud. Sage CRM is Sage\u2019s flagship CRM [&hellip;]<\/p>\n","protected":false},"author":1174,"featured_media":4909,"menu_order":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_sage_video":false,"post_featured_image_hide":false,"footnotes":""},"categories":[46],"tags":[9,13],"business_type":[41],"lilypad":[],"context":[],"industry":[],"persona":[98,97],"imagine_tag":[209,469,234],"coauthors":[786],"class_list":["post-7788","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-growth-customers","tag-crm","tag-erp","business_type-growing-business"],"sage_meta":{"region":"en-us","author_name":"Sue Dunn","featured_image":"https:\/\/www.sage.com\/en-us\/blog\/wp-content\/uploads\/sites\/2\/2018\/08\/Joburg_Colleague_Photo_291_All-Uses.jpg","imagine_tags":{"209":"Accounting","469":"CRM","234":"Enterprise Management"}},"distributor_meta":false,"distributor_terms":false,"distributor_media":false,"distributor_original_site_name":"Sage Advice US","distributor_original_site_url":"https:\/\/www.sage.com\/en-us\/blog","push-errors":false,"_links":{"self":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/7788","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/users\/1174"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/comments?post=7788"}],"version-history":[{"count":0,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/posts\/7788\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media\/4909"}],"wp:attachment":[{"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/media?parent=7788"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/categories?post=7788"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/tags?post=7788"},{"taxonomy":"business_type","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/business_type?post=7788"},{"taxonomy":"lilypad","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/lilypad?post=7788"},{"taxonomy":"context","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/context?post=7788"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/industry?post=7788"},{"taxonomy":"persona","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/persona?post=7788"},{"taxonomy":"imagine_tag","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/imagine_tag?post=7788"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.sage.com\/en-us\/blog\/api\/wp\/v2\/coauthors?post=7788"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}