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) **

Accelerator for Sage 300

di CRM Together