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Effective financial management shouldn’t work in isolation from CRM and at Preact we offer the technology to integrate Sage MMS with our ACT!, GoldMine and web-based Sage CRM applications to connect front and back office teams.
With key financial information available to CRM users everyone is better informed to make better decisions. For example staff can:
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Check credit terms for every customer.
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Understand who your best customers are.
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Add new orders directly into Sage MMS for invoicing.
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See transactional information for previous orders and payments.
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Review a client’s complete financial and contact history from one interface.
The actual integration will differ depending on which CRM package is used:
Integrating Sage MMS with Sage CRM
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Using Greytrix technology, integration links provide two-way synchronisation between Sage CRM and Sage MMS to access complete contact and financial relationship information in one system.
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Create dynamic links between CRM and Sage MMS so changes to a company or person in one system will immediately be applied to the other.
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View all open and posted invoices in Sage MMS for each customer in Sage CRM. Filter displays to check paid and pending invoices for the financial information you need.
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See customer orders and invoice information generated in Sage MMS. View the headline figures and drill down to see each line item.
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Add customers in Sage MMS from Sage CRM information.
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Generate orders for customers in Sage MMS from Sage CRM. Both systems are updated without the need to manually enter the same information in Sage accounts.
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Integrate CRM with an external product catalogue and price lice for accurate quotations and order forms.
Integrating Sage MMS with GoldMine
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TripleXchange add-on software adds a new dimension to your business by linking Sage MMS data to GoldMine.
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Consolidated display of account details - find a contact in GoldMine and TripleXchange automatically synchronises the Sage MMS accounts data including turnover, credit analysis, balances, stock levels and prices and graphical sales analysis.
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Use business rules to create new Sage MMS accounts – create accounts in Sage from GoldMine automatically, using a powerful set of user-defined business rules.
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Create new orders and raise invoices in Sage MMS from GoldMine.
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Transaction Synchronisation - synchronise sales/purchase orders and invoices, including all line items, into the detail records of GoldMine.
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Back-to-back order processing - create back-to-back purchase orders using a simple wizard, create a sales order and select 'Create PO' on the sales order form. TripleXchange automatically consolidates items for each supplier and when purchase orders are created, the sales order number and customer account reference are written to the job reference field.
Integrating Sage MMS with ACT!
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A single source of information on your customers. Changes are made to a contact record in ACT! can be applied back to Sage. You can also link individual ACT! records to individual Sage customer or supplier records.
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A complete business management system – see a single view of each customer and share information across your organisation.
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Full visibility of customers – see credit limits, sales to date, outstanding debtor information as well as trading terms and discounts for each customer or supplier without changing applications or screens.
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