Infor CRM Sage X3 Integration
Are you looking for a cost-effective Infor CRM Sage X3 integration solution to include Infor CRM users in workflow processes that start outside of Infor CRM? Or are you looking to improve sales team performance and drive company revenue?
Codeless Platforms Sage X3 Infor CRM integration solution provides organisations with the ability to integrate Infor CRM with Sage X3 to automatically read and write data to and from each business system.
Infor CRM Sage X3 integration is achieved with BPA Platform. BPA Platform is an iPaaS Platform that enables cloud-based, on-premises systems and cloud-to-cloud applications to talk to each other, enabling seamless system integration and business process automation capabilities. BPA Platform provides you with a user-friendly graphical interface, enabling you to map business data into Sage X3 and Infor CRM objects, helping to facilitate seamless data integration.
Infor CRM Sage X3 Integration Scenarios and Benefits
Infor CRM Sage X3 Integration Solution Overview
Codeless Platforms’ drag and drop Infor CRM Sage X3 integration solution provides you with a simple, straightforward way of reading and updating Infor CRM and Sage X3 to reduce costs, remove data entry errors, increase employee productivity and improve company performance.
The Sage X3 and Infor CRM connector tool allows communication between BPA Platform, Infor CRM and Sage X3. This enables efficient integration between Sage X3, Infor CRM and your other business systems, via BPA Platform.
Common Infor CRM Sage X3 integration scenarios include:
Integrating Sage X3 with Infor CRM can provide you with the ability to automatically synchronise new and existing accounts, contacts, products, price lists, quotes, sales orders and invoices etc.
- Customer and Accounts: Automatically create and update new and existing accounts and contacts between Infor CRM and your Sage X3 system with the associated Sales Representative linked
- Opportunities and Leads: Automate the synchronisation of CRM Order, Opportunity and Lead into Sage X3 when it has been created in Infor CRM
- Quotes: Automate quotes created in Infor CRM with Sage X3 sales orders for processing
- Automatically upload ERP Items to Infor CRM
- Alerts and notifications: Automatically create an email alert to the relevant account manager for when an account is placed on credit hold within Sage X3 and place on hold within Infor CRM
- Multilevel workflow approvals
- Allow Infor CRM users to perform stock lookups
- Automatically schedule follow up activity, including cross-sell and upsell opportunities to relevant sales/account manager
Commercial benefits of Infor CRM Sage X3 integration when using BPA Platform include:
- Remove repetitive, time-consuming data entry and associated costs
- Eradicate data entry errors
- Increase employee productivity and company output
- Ability to run the entire business without additional administrative support
- Reduce operational costs
- Significantly reduce bespoke development times and costs
- Ability to adapt automated business process quickly to changing business requirements
Frequently Asked Questions
Infor CRM Sage X3 Integration Brochure
Infor CRM Sage X3 Integration
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