Question:  Can I flag customers on credit hold in Sage CRM?

Sage CRM uses the data in Sage 100 ERP (Formerly MAS 90 MAS 200) to flag customers on credit hold.  Based on permissions the Sage CRM user can be prevented from placing orders for customers on credit hold.  Also based on permissions, the user can collect on past due invoices in order to place a new order.  By using Sage CRM and Sage 100 ERP together, the back office and the front office are kept informed of important decisions to make in regard to customers.

Please watch our short video clip to learn more!

We are excited to announce our new video on Sage CRM Sage 100 ERP highlighting how to manage contacts and more...

• How do I add contacts in Sage CRM?
• How do I send a mass email to a group of contacts in Sage CRM?
• How can I see Sage 100 ERP contacts displayed in Sage CRM?
• How can I select a group of contacts to be reflected in Sage CRM?

Watch our quick video overview to learn more!

Question:  Does Sage CRM sync with Microsoft Outlook or other calendar management applications?

Sage CRM and Microsoft Outlook is completely integrated no matter where you start your task or appointment.  The information is a bi-directional sync so wherever the appointments are set-up they are synced with the other integrated application.  Bring over the contacts you need to view from Sage 100 ERP.  Book meeting rooms, assign people and resources to activities.  Manage employees by monitoring activity completion.  Set notification s management if tasks are not accomplished within the time specified.  View and notify managment of incomplete tasks.

Please watch Sage CRM's powerful calendar and task management by capabilities in the short video below:

Question:  How do I set-up my Sage CRM dashboard to reflect the data I need from Sage 100 ERP (formerly MAS 90 MAS 200)?

• The purpose of the Sage CRM dashboard is for the user to get to all the information they access most frequently all in one spot.
• You can have any of your Sage 100 ERP information displayed from the Sage CRM dashboard
• Each Sage CRM user has their own dashboard view configured on a user by user permission basis.  Step-by-step instructions are provided.
• Sage CRM users can access social media information of each contact in their database if a social media profile exists.

Please view our complimentary Sage CRM Sage 100 ERP accountants perspective demonstration:

Front Office Meets Back Office with Sage 100 ERP (formerly MAS 90 and MAS 200)

The back office accounting processes are the backbone of any business.  The financial balance statement can make or break a company.  Accountants are well qualified for what they do.  The front office sales and customer service teams can help your back office accounting teams accomplish objectives.  Here's how:

Sage 100 ERP (formerly MAS 90 MAS 200)is now combined with Sage CRM to extend the functionality you have become accustomed to in the back office to your front office.  Sage 100 ERP is combined with Sage CRM to allow for a single view of your customers interactions with your company.  Now your sales teams can become focused on the profit objectives of your company using Sage 100 ERP, providing an enterprise-wide, consistent view of customer activity and opportunities.

• Is your accounting business management system disconnected from customer service and sales?
• Is it important to have integrated business management systems between departments?
• Has your company experienced miscommunication between your back office accounting teams and your front office customer facing teams?
• Have your sales people sold to customers on credit hold by mistake?
• If your back office accounting personnel had access to your sales forecast would it be helpful in budgeting?
• When a sales quotation turns into an order does someone have to re-key that duplicate information into your Sage 100 ERP system?
• Do your sales people use a separate system to record notes about customers that could be useful to accounting?
• Is your sales forecast important when it comes to budgeting?
• Do your sales people miss opportunities to collect on open invoices because they lack visibility to them?
• Do your sales lack visibility to customer item sales history, potentially handicapping their customer relationship?
• When a sales prospect becomes a customer does your accounting staff have to re-key the customer information into Sage 100 ERP? 

If you answered yes to any of the foregoing questions, please join us for a complimentary one hour webcast May 18, 2012 at 12 PM CT to learn how Sage 100 ERP combined with Sage CRM can solve these problems and more.

(Image provided by hayley valleyo on flickr)

Sage Software is rebranding products to focus on the Sage brand.  Classic Sage products names i.e. Peachtree, Accpac, Abra, MAS 90, MAS 200, MAS 500, Master Builder, Simply Accounting, and Timberline will no longer be used.  These historic well known brand names will be disposed by 2013 in favor of a new numbering Sage product brand based on market segment.  Please find a complete list of the current/former names and the new name to replace them here:  Sage Products Name Grid

This is no doubt an ambitious rebranding strategy that will work out in the long run for Sage products.  For example, it is my experience exhibiting in a MAS 90, MAS 200 booth at several vertical industry related tradeshows the attendees often don't recognize the MAS 90 or MAS 200 name, but do recognize the SAP booth or Epicor booth in close proximity. 

Sage has tried for a long time to get brand recognition in the US for the Sage name.  U.S. products like Peachtree, Accpac, Abra, MAS 90, MAS 200, Timberline, and Master Builder do have brand recognition without the Sage association.  I believe this rebranding strategy will go a long way in the minds of our customers and future prospective customers.  Hopefully this Sage numbering standardization  brand strategy to leverage the universal Sage name accross all brands will transcend the Sage brand association and increase awareness resulting in growing market share.  I also hope the warm and fuzzy Peachtree association will maintain it's peachy appeal as Sage 50 U.S. edition replaces the brand.

I am looking forward to a prosperous future marketing Sage 100 ERP, formally MAS 90 MAS 200.