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Features Overview
Sage SalesLogix for Sage MAS ERP allows you to maintain your company customer
information while also maintaining your customer’s financial accounts. Simply knowing the
customers name and address is not enough to beat the competition. You need access to all of
the communications that you have had with that potential or existing customer is vitally
important in maintaining a strong customer relationship for continued sales.
Sage SalesLogix for Sage MAS ERP allows you to:
• Provide Consistent Customer Records
• Create Invoices from CRM Service Contracts
• Maintain Accurate Product Information
• Generate Orders from CRM Opportunities
Consistent Customer Record
By joining Sage SalesLogix CRM with Sage MAS ERP, you finally have a single view of you
customers. Back-office customer information such as invoice history, open invoices, credit
rating, and more can now be viewed along with notes, activities, history, and more from your
CRM system.
This consistent customer record provides additional benefits to your entire organization:
• Seamless data entry – end-users do not have to worry about entering data in separate
CRM and ERP systems
• Customer information available anytime – using powerful synchronization capabilities
built into Sage SalesLogix, many customer details are available to the mobile sales force
• Complete customization – using the tools provided in Sage SalesLogix, developers can
customize the solution to better meet the needs of their companies
To achieve this customer record, Sage SalesLogix Accounts are seamlessly linked to Sage
MAS Customers. Likewise, Contacts and Addresses are linked so that they remain consistent
across systems. This linking is simple to setup, automatic to use, and requires no maintenance.
Adding ERP Customers from CRM
From Sage SalesLogix Accounts, you may lookup the matching ERP Customer record to
create a link. You may also add ERP Customers directly from Sage SalesLogix if they
do not exist as an ERP Customer.
The Customer will be created using the Company Code, and Customer ID provided. The
Company Code is required, and Customer ID is optional. If the Customer ID is not
provided the next customer number will be selected.
The customer will be created in the selected MAS 500 Company, along with all
associated addresses and contacts if selected in the setup options.
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