Sage 200 CRM* Integration

• Saves time – one-stop-shop for information
• Greater communication between departments
• Gives you a better insight and understanding about your business relationships
• Enables other third party applications to archive documents into the CRM system

Overview

Having all your customer information in one central place is crucial to helping you develop and maintain strong relationships. By adding Sage 200 CRM integration into Spindle Professional 2009, this business communication issue has been solved.

Spindle Professional 2009 improves the effectiveness of the Sage 200 Suite by joining the accounting and CRM elements together - giving you a one-stop-shop for your information.

How automated CRM integration saves time & money

Spindle Professional 2009 can automatically link all outgoing documents to a customer or company, so that a record of the communication is saved for the reference of others.

Example of use:

An overdue debt letter is sent by the finance department via Spindle Professional 2009 and is automatically saved within the Sage 200 CRM system and linked to that customer.

The sales department can then see that that customer has been informed of an overdue debt and can mention it next time they call or put a quote on hold until the issue is resolved.

With all sales, marketing and accounting information stored instantly in one single place, there is no need to waste time hunting around different applications trying to piece together customer information.

*Compatible with Sage 200 CRM V6 or equivalent