https://store-images.s-microsoft.com/image/apps.56182.b8657ace-3acb-4815-ac2b-30413f0363f0.bfcd328e-eb5b-4ce6-aeaa-44247a515ddc.7f3b8a32-1ad5-440b-a713-c0f03ab59aca.png

Accelerator for Sage 300

by CRM Together

Sage 300 Customers can now surface their Customer data (and more) without leaving Microsoft Outlook.

Sage 300 Customers can now surface their Customer data (and more) without leaving Microsoft Outlook.

*** Key Benefits ***

-Visibility of Sage 300 data in Microsoft 365 Outlook without a user logon

-Bridges the gap between the Sales Team and Accounts

-Custom CRM layer incorporated to enable users to file emails and calls against customer records

*** Key Features ***

Search:

-AR Customers

-AR Customer Orders

-Invoices

-AR Customer Contacts

-AP Vendors

-Items

Within AR Customers view:

-Orders

-Invoices

-Contacts

-Touchpoints

-Notes

-Comments

-Payments

-Items Purchased Report

Within AP Vendors view:

-Details

-Contacts

-Touchpoints

-Notes

-Comments

Within Items view:

-Product details

-Stock Levels

-Stock locations/levels

Within Orders view:

-Details

-Line Items

-Touchpoints

Within Invoices view:

-Details

-Line Items

-Touchpoints

-Payments

You can also File important Emails and Log Call/Message notes against the AR Customer/Orders/Contacts/Invoices and AP Vendors.

New Prospects can also be created.

For more information see our help at: https://acs300.crmtogether.com/

** Requires that you have Sage 300 and our Server Module installed (which requires an additional purchase from CRM Together) **

App capabilities

When this app is used, it
  • Can send data over the Internet
  • This app can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.

At a glance

https://store-images.s-microsoft.com/image/apps.25674.b8657ace-3acb-4815-ac2b-30413f0363f0.bfcd328e-eb5b-4ce6-aeaa-44247a515ddc.dab05ff4-c3e8-486c-bf94-b8e78aec588b.png
https://store-images.s-microsoft.com/image/apps.1089.b8657ace-3acb-4815-ac2b-30413f0363f0.bfcd328e-eb5b-4ce6-aeaa-44247a515ddc.4e174f23-87e0-4d3d-96f5-b9b152df4ddb.png
https://store-images.s-microsoft.com/image/apps.28766.b8657ace-3acb-4815-ac2b-30413f0363f0.bfcd328e-eb5b-4ce6-aeaa-44247a515ddc.2f3ddbdc-225e-4207-aa98-5780992ec5ca.png
https://store-images.s-microsoft.com/image/apps.33928.b8657ace-3acb-4815-ac2b-30413f0363f0.bfcd328e-eb5b-4ce6-aeaa-44247a515ddc.00825026-9c56-4521-9799-78fdd5f1ac03.png
https://store-images.s-microsoft.com/image/apps.5905.b8657ace-3acb-4815-ac2b-30413f0363f0.bfcd328e-eb5b-4ce6-aeaa-44247a515ddc.9de5388c-f3f0-4e10-94cc-d1ebbde00d58.png