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Accelerator for Sage 100

CRM Together ұсынады

Sage 100 Customers can now surface their Customer data (and more) without leaving Microsoft Outlook.

Sage 100 Customers can now surface their Customer data (and more) without leaving Microsoft Outlook.

*** Key Benefits ***

-Visibility of Sage 100 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

-Payments

-Contacts

-Touchpoints

-Memo's

-Items Purchased Report

Within AP Vendors view:

-Details

-Memo

-Touchpoints

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://acs100.crmtogether.com/

** Requires that you have Sage 100 and our Server Module installed (which requires an additional purchase from CRM Together) **

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Қысқаша шолу

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