How fast is the integration?
CRM and ERP integration is fast, ensuring that you are up and running quickly for rapid ROI. CRM and ERP integration builds connections between different areas of your business, enabling managers to react faster, make better decisions, and take action based on solid analysis and insight. Customer requirements can be identified and fulfilled more quickly and efficiently, improving the bottom line.
How customisable is Sage Accpac?
CRM and ERP integration can be mapped to specific business requirements, delivering the right software for your business. In addition to providing options to configure applications, the software can be fully customized by a Sage Accpac business partner to suit your particular business processes.
Is updating info difficult?
CRM and ERP integration means a customer’s details are entered only once in your Sage CRM system and then automatically updated across the whole system. It also works the other way around, with new or amended entries in the accounting system automatically updating the Sage CRM database. Not only does this save time by reducing duplication of effort, it also means that potential mistakes and conflicts are minimised, saving administration time and improving productivity and efficiency.
CRM and ERP integration ensures ‘silos’ of information are removed and information provides greater value to the business. Data entered once can be used again throughout the business.
What does integration do to my organisation’s productivity?
CRM and ERP integration automates routine tasks and supports your users with an easy-to-use system that increases productivity and reduces administrative costs. Out of-the-box reporting and dashboard tools, including daily priorities, up-to-date order status, customers’ buying history, and current aged debtor information, can be easily managed to improve productivity, business visibility, and management control. The fully embedded workflow across key business areas drives business process automation across your front and back office, ensuring both day-to-day work and critical projects run smoothly and efficiently.
CRM and ERP integration helps your staff access a more concise, accurate, and complete view of your customers whenever they interact with your organisation. It allows different departments within your business to work more effectively together; accounts receivable, sales and marketing staff all have a single view of the customer ensuring customers receive the most accurate and up-to-date information no matter who their touch-point is – and that your operations are optimised and there is less potential for delay, misunderstanding, and error.
Integrating CRM and ERP ensures that customer demand is tracked. Opportunities within Sage CRM can be quickly converted to orders, which in turn will feed into the manufacturing process – all within one system with no re-keying or re-checking.
What’s the total cost of ownership like?
CRM and ERP integration represents a complete solution from a single provider; maintenance and support are covered from a single source; there is a single upgrade cycle, thereby minimising the cost of deployment and ownership (not all Sage CRM and Sage Accpac ERP integrations may apply). CRM and ERP integration eliminates the risks of incompatibility between products from different vendors.
How does integration benefit quality control in my business?
CRM and ERP integration can be used to help manage the quality control process by ensuring that issues are progressed on a timely basis and in accordance with company policy, utilising a structure of reminders and notes, rather than relying on manual systems and individual memories.
The requirements of the supply chain and customers are recorded centrally and can be made available to everyone across the business, so that they all share a common view of the business relationships and customer accounts. Documents can be stored centrally within the integrated CRM and ERP systems and where appropriate, can be linked to a customer’s, supplier’s, or third-party’s records. Documents that require action can be recorded with reminders ensuring that the follow-ups are performed on time. Customer information which could be useful for future product lines can be recorded and analysed. The reporting functionality can be used by sales people and by management teams to access data for pipeline analysis and decision making.
CRM and ERP integration enables customers to access their own billing, order, and quotation information via Web Self-Service, which gives them controlled access into your organization's back office system. Customers don’t have to keep repeating the same story to different staff as staff will all share the same view of the customer’s history and relationship with the business.
Sage Accpac Integration Success Stories
- Click here to see how Linen House used the benefits of Sage Accpac ERP integration capabilities to grow their business.
- Click here to see how Federated Farmers of NZ used the benefits of Sage Accpac ERP integration capabilities to grow their business.