Sage CRM Sage X3 Integration

Sage CRM Sage X3 Integration

Are you looking for a cost-effective Sage CRM Sage X3 integration solution to automatically synchronise company and contact additions or changes, and sales orders between Sage CRM and Sage X3? Or are you looking to include Sage CRM users in workflow processes that start outside of Sage CRM and improve sales team performance?

Codeless Platforms Sage X3 Sage CRM integration solution provides organisations with the ability to integrate Sage CRM with Sage X3 to automatically read and write data to and from each business system.

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 Sage CRM objects to facilitate seamless data integration.

Sage CRM Whitepaper Arrange a 15-minute call.

Sage CRM Sage X3 Integration Brochure

Learn how integrating Sage CRM with Sage X3 will eradicate repetitive bi-directional data entry, remove the risk of costly errors and improve the visibility of critical data.

Download Brochure

Sage CRM Sage X3 Integration Scenarios and Benefits

Sage X3 Sage CRM Overview

Codeless Platforms’ drag and drop Sage X3 Sage CRM integration solution provides you with a simple, straightforward way of reading and updating Sage CRM and Sage X3 to reduce costs, remove data entry errors, increase employee productivity and improve company performance.

The Sage X3 and Sage CRM connector tool allows communication between BPA Platform, Sage CRM and Sage X3. You use the Sage CRM Connector to map BPA Platform data to Sage CRM objects and operations. Operations, including ADD, UPDATE, QUERY and DELETE, are supported for a variety of business objects, such as Person, Order and Company.

Common Sage X3 Sage CRM integration scenarios include:

Sage X3 integration with Sage 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 Sage CRM and your Sage X3 system with the associated Sales Representative linked
• Opportunities and Leads: Automate the synchronisation of CRM Order/Opportunity/Lead into your Sage X3 system when it has been created in Sage CRM
• Quotes: Automate quotes created in Sage CRM with Sage X3 sales orders for processing
• Automatically upload ERP Items to Sage 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 Sage CRM
• Multilevel workflow approvals
• Allow Sage CRM users to perform stock lookups
• Automatically schedule follow up activity, including cross-sell and upsell opportunities to relevant sales/account manager

Sage CRM Whitepaper

Commercial benefits of Sage 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