ERP:  Sage 300  |  MODULE:  AR, OE |  INDUSTRY:  ALL

This integration engine populates customer and customer orders data from Microsoft CRM into Sage 300.

Increase Efficiency  Integrate  Reduce Data Entry Errors

 

How does this tool work?

The tool works in both on-demand and scheduled modes.

On-Demand process can be executed by a user at a given time by clicking an icon within your Sage 300 ERP that executes the function of the bridge

Scheduled mode is based on a pre-set schedule (hourly, daily, weekly etc.) that transfers data from MS CRM to Sage 300 ERP

"This integration has allowed us to plan our logistics for shipments. Our shipping team now has visibility into the orders required to be shipped within Sage 300 and we can now plan our logistics in a much more efficient manner.

CrmBeyond-serviceproviders
Software Requirements
  • Supported Sage 300 ERP 
  • Supported  Microsoft CRM

Features

  • This tool provides a scheduled service so that every time a customers account information is updated in MS CRM it flows immediately into Sage 300
  • The tool keeps track of any new and updated order in MS CRM and assures the data is also updated in Sage 300
  • Provides a full audit trail in terms of identifying which customers and what orders went from Microsoft CRM into Sage 300

Benefits

  • Accurately tracks the transfer of information from MS CRM to Sage 300 without duplicate data entry
  • Provides visibility into the sales orders in Sage 300, resulting in real-time visibility into inventory position

Request More Information

If you are interested in BAASS Bridge - Sage 300 + Microsoft CRM and or have any general questions or comments, please click the button below to request further information or to share your comments with us.

More Information Pricing & Implementation Request  



Bharti_Meisuria

Bharti Meisuria

Development Team & Management Consulting Practice Leader - Bharti brings a diversified experience in HR applications, CRM, and ERP with a strong focus on custom software design and development. In addition to her broad technical background, Bharti also has experience working internationally and has the ability to provide clients with immense planning, and project management support.
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