Accelerator for Sage 100
av CRM Together
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) **
Appfunktioner
- Skicka data via Internet
- Den här appen har åtkomst till personlig information för det aktiva meddelandet, t.ex. brödtext, avsändare, mottagare och bifogad information. Den kan skicka dessa data till en tjänst från tredje part. Den kan inte läsa eller ändra andra objekt i din inkorg.
