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Sage ERP X3 and Sage CRM

By April 24, 2013May 13th, 2020No Comments

Sage CRM is soon to be integrated with Sage ERP X3, creating a powerful integrated solution that will help drive business productivity.

By linking your CRM and ERP solution together, your business can achieve new ways to improve communication across departments, enabling you to access accurate and comprehensive information that delivers a full customer view from all areas of your business.   You are now able to view combined financial and non-financial information about customers from within your Sage CRM application.

Sage CRM AND Sage ERP X3 features include:

  • Real-time visibility of all quotes produced for customers including the ability to drill down to quote details, without the need to leave the familiar Sage CRM interface
  • Direct access to customer orders and order detail information from within Sage CRM
  • Instant access to customer invoices from within Sage CRM with the ability to drill down to invoice line details
  • Full access to all sales credits for a customer
  • Better business insight by allowing communication between both systems, giving businesses further insight into customer activities

The tight integration between Sage CRM and Sage ERP X3 enables your business to benefit from a single solution to manage every customer interaction from opportunity management right through to billing and payments.

Don’t hesitate to upgrade the potential of your business and your employees.

Contact Our Sage ERP X3 Team

Are you interested in learning more about the features and functionality of Sage ERP X3? Contact SWK’s Sage ERP X3 Team to learn how these features can benefit you. For additional information contact us at 877-979-5462 or click here to contact us.

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