CRM

What is Sage 50 Accounts and CRM Integration?

Zynk can connect Sage 50 Accounts to your CRM system, providing consistent data across both Sage and the CRM software.

Sales teams can access financial information, such as payment history and credit limits, directly from the CRM, enabling them to make informed decisions and enhance customer interactions.

Why is Sage 50 Accounts and CRM Integration Important?

• Data within Sage can be updated in real time and accurately
• Invoicing, quoting and profit analysis can be shared by the platforms
• Centralised customer information reduces duplication and errors and ensures data is visible to the team, either from the CRM software or Sage

What are the key benefits of Sage 50 Accounts and CRM Integration?

• Centralised Data Management: Integration allows for the sharing of customer and financial data, ensuring that both sales and finance teams have access to accurate and up-to-date information.
• Improved Sales Processes: Sales teams can access financial information, such as payment history and credit limits, directly from the CRM, enabling them to make informed decisions and enhance customer interactions.
• Automated Data Syncing: Customer information, including contact details and transaction history, can be automatically synced between Sage 50 and the CRM system, reducing manual entry and minimizing errors.
• Enhanced Reporting: By combining financial data from Sage 50 with customer data from the CRM, businesses can generate comprehensive reports that provide insights into customer behaviour, sales trends, and overall performance.
• Better Customer Service: Customer service representatives can quickly access financial data, allowing for more informed responses to customer inquiries and improving overall customer satisfaction.
• Streamlined Invoicing and Billing: Integration can facilitate automated invoicing processes, linking sales orders from the CRM to Sage 50 for efficient billing and payment tracking.

Examples of CRM to Sage connectors

• Autotask
• Campaign Monitor
• ConnectWise
• HaloPSA
• HubSpot
• Magnetic
• MyMobileWorkers
• Salesforce
• SugarCRM
• Act!
• WebCRM
• Workbooks
• Zigaflow
• ZohoCRM

For more information about how we can help you connect your CRM software to your accounting software, please contact us.

You can also email or call 01909 512182.