Qnect 200 for Sage CRM
Gain greater visibility, control and efficiency with this leading Sage CRM integration.
Qnect 200 – Integrating Sage 200 and Sage CRM
Qnect 200 for Sage CRM is a real time integration that links Sage CRM to Sage 200. It helps to increase efficiency and accuracy in the management of customers/suppliers, products and quotes/orders at an affordable cost.
Do your sales reps struggle to obtain a single view of customers? Do sales people need direct access to Sage 200 to be able to produce quotes and orders?
Sage CRM is a browser based CRM solution from Sage that allows you to manage any business interaction with your prospects, customers or suppliers that do not need to reside within an accounts system. This can include storing details about phone calls, emails or meetings. As well as managing sales pipeline, opportunities, quotes and orders. Additionally, Sage CRM can be used to record and manage customer issues and marketing activities such as MailChimp campaigns, outbound calling and importing of event leads which can all be easily performed from within the easy to use interface.
By combining Sage CRM with Sage 200 (using Qnect 200) you can enjoy better business insight, greater efficiencies, increased productivity and have a single customer-centric view across your entire business
Quote and sales order processing
As products and prices are synchronised from Sage 200 into Sage CRM the Sage CRM inbuilt quote functionality is fully available to users via a web browser. Users can add products, free text items and comments to quotes, produce PDF documents and easily send these to the prospect/customer all from within Sage CRM.
Sage CRM prospect companies do not need to be linked to Sage 200 to produce quotes. This reduces the amount of data within Sage 200 by eliminating the need to have prospect customers and quotes in Sage 200.
Only actual sales customers and transactions will be in Sage 200 reducing the volume of data and load on the software speeding up Sage 200 due to the reduction in non-transactional data.
Orders for customers can either be created from quotes or entered straight into Sage CRM. As with quotes, orders can have PDF documents created against them which can be easily sent to the customer. When the customer has agreed to a quote, an order can be posted straight into Sage 200 against the customers Sage 200 account by simply clicking the ‘Post to Sage Accounts’ button when viewing the order.
Sage CRM helps you make strategic decisions about your business. You can identify and categorise your most profitable customers, understand their priorities and how much they cost you to sell to and to keep.
CRM allows your staff to share vital customer information and handle complex processes by automating them. This improves effectiveness and ensures nothing is overlooked when dealing with customers or prospects.
Information entered at the start of the sales process flows through Sage CRM and into Sage 200 without the need to duplication data entry. This both reducing time and the possibility of data issues caused by entering the same data into multiple systems manually.
Qnect 200 key features include:
- Multiple Sage 200 trading companies
- Instant Sage 200 Customer creation
- Customer and Supplier synchronisation
- Quote/Order using Sage 200 products
- Real-time Account views
- Real-time Sales Order views
- Real-time Sales Returns views
- Sage 200 Customer price enquiries
- View live stock availability for products
- Product level tax and warehouse selection
- Post CRM orders to Sage 200
With over 20 years of experience as a software reseller, we understand the critical secrets of success when it comes to integrating business systems.
Let our experienced consultants help you drive business improvement and profitability by placing customer relationship and financial efficiency at the heart of your operation.
Our expert team will help you understand how Qnect 200, can be configured to support your business effectively. We help you through every step of the implementation process, from consultation and installation through to supporting your software and your business once you are up and running.
We provide full product training to help your users get the most out of the software and to become more effective in their engagements with your customers.
Are you interested in Qnect 200 and want to learn more? Contact our experts today on 0115 840 5075 or email firstname.lastname@example.org
One of our consultants will host an exploratory phone conversation to ensure Qnect 200 is the right solution for you and to gain a thorough understanding of your business. You will also see a demonstration of the software focusing on the elements that are important to your business. All of our demonstrations are uniquely tailored to the client so we won’t waste your time with features
Next you will be introduced to our team who job is to ensure the smooth implementation of Qnect 200 into your business. The integration team will ensure it’s configured to compliment and streamline your existing processes, importing relevant data across and making sure your teams are trained to a high level. Our award-winning support team will always be on hand to help with any issues you may face, making you feel confident that our experts are just a phone call away.