Access to Critical Back-Office Customer Data Integration between Sage CRM SalesLogix CRM and your back-office accounting application provides your sales professionals access to the most current product information, pricing, discounts, and inventory when creating quotes or taking orders. In addition, without having to leave Sage CRM SalesLogix, they can view all relevant customer data, such as credit status, terms, and account balance so they can better service customers.
Increased Efficiencies in Accounting Integration reduces the time and resources required of Accounting to support your sales team. Integrated front and back-office systems reduce duplicate data and order entry. And, by driving current product pricing and discounts into Sage CRM SalesLogix from your back-office system, the number of inquiries from Sales regarding product, orders, invoices, and outstanding balances will be reduced.
Timely Customer Service In the end, not only will your organization benefit from CRM and accounting integration, but so will your customers. Sales representatives have access to complete customer information when handling inquiries and placing orders. And because processes between your CRM and accounting systems are automated, orders move to accounting more quickly and customers receive product sooner, which will positively impact your organization’s customer satisfaction.
FEATURES Accounting Information
View credit limit, current balance, and aging A/R
Access account type, status, tax schedule, and comments
View last activity, sales YTD, and average days to pay
Historical Invoices and Orders
View invoice number, date, type, and vendor
Reference PO numbers, amounts, tax, discount, and freight information
Evaluate open invoice due dates, balance, and status
View order date, number, type, and ship-to information
Payments/Receipts
View check date, invoice number, check number, transaction amount, and status
Product Information and Inventory
View product name, part number, family, group and type
Access pricing, discount schedules, substitute products, units, inventory, and costs
View product inventory on hand, available, allocated, and on backorder
Quotes and Orders
Generate quotes and orders and associate with customer record
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