Accelerator for Sage 300
par CRM Together
Sage 300 Customers can now surface their Customer data (and more) without leaving Microsoft Outlook.
Sage 300 Customers can now surface their Customer data (and more) without leaving Microsoft Outlook.
*** Key Benefits ***
-Visibility of Sage 300 data in Microsoft 365 Outlook without a user logon
-Bridges the gap between the Sales Team and Accounts
-Custom CRM layer incorporated to enable users to file emails and calls against customer records
*** Key Features ***
Search:
-AR Customers
-AR Customer Orders
-Invoices
-AR Customer Contacts
-AP Vendors
-Items
Within AR Customers view:
-Orders
-Invoices
-Contacts
-Touchpoints
-Notes
-Comments
-Payments
-Items Purchased Report
Within AP Vendors view:
-Details
-Contacts
-Touchpoints
-Notes
-Comments
Within Items view:
-Product details
-Stock Levels
-Stock locations/levels
Within Orders view:
-Details
-Line Items
-Touchpoints
Within Invoices view:
-Details
-Line Items
-Touchpoints
-Payments
You can also File important Emails and Log Call/Message notes against the AR Customer/Orders/Contacts/Invoices and AP Vendors.
New Prospects can also be created.
For more information see our help at: https://acs300.crmtogether.com/
** Requires that you have Sage 300 and our Server Module installed (which requires an additional purchase from CRM Together) **
Fonctionnalités de l’application
- Peut envoyer des données via Internet
- Cette application peut accéder aux informations personnelles dans le message actif (tels que le corps, l’objet, l’expéditeur, les destinataires et les pièces jointes) et modifier ces informations. Elle peut également envoyer ces données à un service tiers. Les autres éléments dans votre boîte aux lettres ne peuvent pas être lus ou modifiés.
