Sage 300 Creatio CRM Integration
Integrating Sage 300 (formerly Accpac) with Creatio CRM can be achieved with Codeless Platforms’ BPA Platform, offering benefits like data synchronisation, improved customer management and insights, and streamlined workflows. This integration allows businesses to connect their CRM and accounting systems to reduce data silos and enhance operational efficiency.
Codeless Platforms’ Sage 300 Creatio CRM integration solution provides Creatio CRM and Sage 300 users and partners with a pack of preconfigured tasks that automates the synchronisation of customers and accounts, sales orders, products, and pricing.
The Creatio CRM Sage 300 integration solution reduces repetitive manual administration tasks from employee workloads, helping to remove data entry errors, increase employee productivity and improve company performance.
Sage 300 Creatio CRM Integration Modules and Benefits
Default modules and functionality:
Bi-Directional Synchronisation
- Accounts and Contacts: New customer accounts and contacts can be created in either Sage 300 or Creatio CRM with specific fields maintained from either application, e.g. address, telephone number, email address etc.
Creatio CRM to Sage 300
- Creating Sales Orders: Automatically create a sales order in Sage 300 if an opportunity status is set to ‘Closed Won’ in Creatio CRM.
Sage 300 to Creatio CRM
- Tracking and Maintaining Sales Orders: Automate update status changes made in Sage 300 with Creatio CRM, e.g. changes in line quantities, new line items, and order statuses.
- Product Stock Levels: Synchronise on-hand and available stock levels to the Creatio CRM product list from Sage 300.
- Product Master Data: Synchronise product master data from Sage 300 to Creatio CRM on an hourly basis.
- Pricing and Price Lists: Dynamically maintain and synchronise pricing and price lists between Sage and Creatio CRM.
This solution requires four connections:
- SQL Connector Tool (x2) for BPA Staging Database and Sage 300 Database
- Web Service Connector Tool (x1) for Creatio CRM API
- Sage 300 Connector Tool (x1) for Sage 300 API
Creatio CRM Sage 300 integration benefits
- Remove repetitive, bi-directional data entry
- Increase the visibility of critical information across employees and departments
- Improve sales forecasting accuracy
- Quickly and easily facilitate two-way integration
- Reduce operational costs
- Increase ability to drive company revenue
Sage 300 Creatio CRM Integration Demonstration: Synchronisation of customers and accounts, sales orders, products and pricing
