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Accelerator for Sage 100

作者 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) **

應用程式功能

使用此應用程式時，
  • 可以在網際網路上傳送資料
  • 此應用程式可以存取及修改使用中訊息內的個人資訊，例如內文、主旨、寄件者、收件者及附件資訊等等。其可能會將此資料傳送給第三方服務。對於您信箱中的其他項目則無法讀取或修改。

概覽

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