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Integrating Sage CRM with Sage 50 Accounts Software

The key to successful businesses in 2013 is integration.

Businesses operate best when everyone, every process, every procedure and every department is pulling in the same direction. It is vital for marketing to be able to link up with sales on lead generation and accounts to be able to provide information on payment histories for customers and suppliers.

If you are running a small business accounting package such as Sage 50 accounts, then it is likely that you will be familiar with the process of linking your sales team and accounts. Sales people are on the road and will be taking orders, but without access to credit information on the client, whether they have paid their bills for credit control,  etc, the sales team needs to contact accounts and it slows down the process and takes accounts resources away from their regular workload.

How beneficial would it be to your organisation if you could integrate Sage 50 accounts with Sage CRM?

Sales teams will be able to raise orders and invoices to customers and suppliers, enter in new companies and find out whether customers and suppliers are on hold etc based upon credit control.

SIM50: Sage 50 to Sage CRM Integration

SIM50: Sage 50 to Sage CRM Integration

Oakley has developed a linking module for Sage 50 and Sage CRM, called SIM50, which links up key accounts data with the Sage CRM system. This reduces the needs of data duplication between the two systems and empowers sales teams with access to key accounts data.

If you would like to request a demo on SIM50, contact Oakley on 01268 724005.

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