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Using Sage ERP X3 with Sage CRM provides customer-centric view across entire business

Sage North America, a leading provider of business management software and services to small and medium-sized businesses, today announced integration between Sage CRM and Sage ERP X3. This integration provides mid-market and enterprise businesses with a single, customer-centric view across the organization, offering greater business insights and more opportunities for growth.

“Connecting Sage ERP X3 and Sage CRM provides companies with greater visibility into their business,” said Doug LaBahn, senior vice president of product management and marketing at Sage. “It enables their accounting, operations, sales, marketing and customer service teams to have a single consistent view into their customer relationships so they can deliver a great customer experience.”

The benefits of an integrated system provide a company with more opportunity for growth. Aberdeen Group’s 2014 Business Management and ERP Benchmark Survey found that best-in-class (top 20% of respondents based on performance) organizations are 79% more likely to have integrated ERP and CRM systems.

Integration streamlines processes and eliminates the need for duplicate entry with synchronized data. Sales teams can create accurate quotes quickly, better forecast customer demand and place new orders with speed and confidence, while marketing automation, social media monitoring, and campaign measurement and analysis ensure a strong flow of leads to the sales team.

Using Sage CRM with Sage ERP X3 also provides businesses with the tools they need to better service their customers. Employees can view real-time order status, past service call notes and credit status so they are well-informed of a customer’s history whenever they interact with them. Businesses can also offer a self-service web portal to provide customers with quicker access to the information that they need such as viewing their account profile, order history and available inventory.

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