S-Link - Sage 50 / Sage CRM Integration

S-Link is Marda’s flagship product that has recently been launched to the Sage channel. S-Link is an innovative new product integrating Sage 50 with Sage CRM which saves customers valuable time whilst enabling them to maximise returns. Developed in response to customer requests, S-Link provides Sage CRM users with real time Sage 50 accounts information on all trading partners (customers & suppliers), sales & purchase orders & stock – delivering cost effective benfits to the business and driving higher customer service level.

Key Features

Integration

  • Import/synchronises Sage 50 Accounts Customer, Supplier, Products, Price Lists, People and Addresses with CRM
  • Create Sage 50 Accounts Customer/Supplier accounts from CRM Companies
  • Maintain Sage 50 Accounts Customer and Supplier accounts from CRM


Enquiries

  • Gives customer facing personnel easy access to all the information needed to deliver  excellent customer service
  • Provides relevant financial information including current balance, credit limit, aged analysis and warning messages for over credit limit, terms not agreed etc
  • Sales and purchase order enquiries, including order status, despatch and allocation, delivery notes and stock availability


Sales Orders and Quotes

  • Create quotes/orders in CRM using Sage 50 products, prices and discount structures
  • Create Sage 50 sales orders directly from CRM orders ready for processing and despatch - saves time and minimising user error


Linking Accounts

  • Users can create and link accounts or can link to existing accounts
  • Changes are submitted and synchronised automatically


S-Link Sales Order Integration

  • Data Import/ Synchronisation – Import/ synchronise Sage 50 with CRM products; Import/ synchronise Sage 50 price lists to construct CRM price lists.
  • CRM quotes – Create CRM quotes using Sage 50 customer pricing and discounts, including quantity discounts. Quotes may then be converted to orders using CRM function.
  • CRM Orders – Create CRM orders using Sage 50 customer pricing and discounts, including quantity discounts; Post CRM order to Sage 50 SOP to create Sage 50 sales order; View Sage 50 order from CRM order including line item delivery status, invoices and delivery notes.

Comments
  • S-Link - Sage 50 / Sage CRM Integration

    I have found the integration to work well and would recommend Marda's first class support behind the product.