Advance Features

Automated Process Workflow

With SageCRM for Sage 300 ERP Workflow businesses can automate pre-determined business rules across all channels, departments and employees. To help assess and design workflow SageCRM for Sage 300 ERP provides graphical views of the process and its development patterns. In combination with e-mail integration, workflow ensures that actions requiring attention or escalation are automatically being routed to the correct employees or partners. SageCRM for Sage 300 ERP creates a confidence among employees that issues are not going to fall through the cracks and frees their time to perform more important tasks.

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Computer Telephony Integration

SageCRM for Sage 300 ERP combines a fully integrated CRM solution with interactive inbound and outbound telephony automation. Contact centers are provided access to the same single point of communication the rest of the enterprise shares. A customers complete CRM history including, fax, personal visits, phone and email is viewed through automated screen “pop-up” functionality and gives the support employees an enterprise view of the customer experience. Full on-screen auto-dial and phone functionality allows your support staff to perform necessary tasks through the system interface rather than the phone system. SageCRM for Sage 300 ERP provides full integration to all standard third party telephony software leveraging existing automation such as call escalation, routing, call queuing and reporting functionality. A central repository for all customer data SageCRM for Sage 300 ERP provides easy-to-use, real-time access to information your support staff needs to resolve customer issues quickly and efficiently, reducing call times and increasing the efficiency of your call center.

Global Deployment

SageCRM for Sage 300 ERP provides multicurrency, multi-lingual support from a single code base-English, U.K. English, French, German, Spanish, Dutch and Japanese-making this solution the logical choice for businesses around the world. SageCRM for Sage 300 ERP’s single server installation and web browser access, allow employees, partners and customers alike to view the information they need to get the job done, anytime, from anywhere in the world.


SageCRM for Sage 300 ERP provides customization tools that allow businesses to rapidly modify all aspects of the system. SageCRM for Sage 300 ERP’s open architecture greatly reduces development and maintenance costs and allows seamless integration with other mission-critical applications across your enterprise. With easy-to-use, onscreen tools, managers and administrators can create and modify fields, screens, tabs, tables, views, scripts, and security settings on the fly. SageCRM for Sage 300 ERP customization functionality allows quick-and-easy user-specific modifications to interfaces and data and ensures SageCRM for Sage 300 ERP can be easily adapted to your business requirements.

Web Self Service

SageCRM for Sage 300 ERP Web Self Service allows customers to access or request services and support over the web. Customers can receive information based on their preferences, requests and histories, providing them a single point of contact for information about your products and company through designed customer and partner portals. Allow your channel partners access to shared workflow, lead-tracking, inquiries, invoicing and customer information. SageCRM for Sage 300 ERP allows your customers 24/7 access to information they want.