Sage 50 Accounts Integration

for Sage CRM

S-Link Integration• Import/synchronises Sage 50 Accounts

Customer, Supplier, Products, Price Lists, People and Addresses with CRM;

• Create Sage 50 Accounts Customer/Supplier accounts from CRM Companies;

• Maintain Sage 50 Accounts Customer and Supplier accounts from CRM.

S-Link Enquiries

• Gives customer facing personnel easy access to all the information needed to deliver excellent customer service;

• Provides relevant financial information including current balance, credit limit, aged analysis and warning messages for over credit limit, terms not agreed etc;

• Sales and purchase order enquiries, including order status, despatch and allocation, delivery notes and stock availability.

S-Link Sales Orders and Quotes

• Create quotes/orders in CRM using Sage 50 products, prices and discount structures;

• Create Sage 50 sales orders directly from CRM orders ready for processing and despatch - saves time and minimising user error.

S-Link Linking Accounts

• Users can create and link accounts or can link to existing accounts;

• Changes are submitted and synchronised automatically.

Customer Enquiry Activity

Account banner, displayed on all enquiry screens – relevant information is

always to hand.

Action buttons for rapid customer

invoice and sales order enquiries

Customer Enquiry Aged Analysis

Detailed aged transactions

Aged analysis summary. Ageing periods as defined

in Sage 50.

Customer Enquiry Invoice List

Shows a list of invoices for the company

Customer Enquiry Invoice Detail

Invoice totals

Invoice detail listing line items.

Delivery information and

notes.

Business Benefits: Orders & Quotations

• Create CRM quotations and orders utilising Sage 50 stock information and customer specific pricing and discounts including volume discounts;

• Convert CRM orders directly to Sage 50 sales orders saving time over re-entering sales order data;

Customer Enquiry: Sales Orders

Shows a list of sales orders for the company with allocation

and despatch details.

CRM Sales Order

Post sales order to Sage 50 SOP with

one click.

Sales Order Entry Line Item

Unit price and discount including quantity breaks default to customer settings. Nominal code, department and tax

code use Sage 50 defaults.

Customer Enquiry Stock Item Availability with Allocation Breakdown

Looking at stock item availability with allocation breakdown by

sales order.

Showing live stock availability from

Sage 50.

Product Search Screen

Easy synchronisation of CRM and Sage 50

customer data.All fields are editable except for currency.

Customer Account Maintenance

Customer Endorsement

“We were using a series of Excel spreadsheets to monitor and record our sales and marketing activities. These provided us with the basic

information we needed but we were limited as to what we could do. The team at Marda worked with

us to identify what features we would need in a CRM product to maximise the effectiveness of our

activities. They recommended S-Link and SAGE CRM - it has added a new dimension to our team!”

Leading Pharmaceuticals company