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Table of Contents
Product Overview.......................................................................................................... 2
Availability ..................................................................................................................... 3
Compatibility ................................................................................................................. 3
Features Overview ........................................................................................................ 4
Consistent Customer Record.................................................................................................4
Create Invoices from CRM Service Contracts ......................................................................7
Accurate Product Information................................................................................................8
Generate Orders from CRM Opportunities .........................................................................10
Setup and Configuration ............................................................................................ 12
ERP Login Parameters..........................................................................................................13
Setup Wizard..........................................................................................................................13
CRM to ERP Field Mapping ..................................................................................................21
ERP Data Query Wizard ........................................................................................................27
Sites / Warehouses ...............................................................................................................38
Products / Items ....................................................................................................................40
Features and Comparison to Sage DynaLink ........................................................... 41
Frequently Asked Questions...................................................................................... 44
Product Overview
Sage SalesLogix
®
is the Customer Relationship Management (CRM) solution that drives sales
performance in small to mid-sized businesses through Sales, Marketing, and Customer Support
automation and integration to accounting and business management applications.
The combination of Sage SalesLogix CRM and Sage MAS 500 ERP provides your organization
access to the most current product information, pricing, discounts, and inventory when creating
quotes or taking orders. In addition, without having to leave Sage SalesLogix, they can view all
relevant customer data, such as credit status, terms, and account balance so they can better
service customers.
Advanced customization capabilities enable Sage SalesLogix to work in concert with your
unique sales and customer interaction processes, and to accommodate growth and changing
business requirements.
Through robust functionality, ease of use, and ease of customization, Sage SalesLogix provides
your small to mid-sized business an affordable CRM solution with low cost of ownership, rapid
time to productivity, and high return on investment.
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