Sage SalesLogix - Back Office Integration

Access to Critical Back-Office Customer Data

Integration between Sage SalesLogix and your back-office accounting application provides your sales professionals access to the most current product information and pricing when creating quotes or taking orders. In addition, without having to leave Sage SalesLogix, they can view all relevant customer data, such as credit status, terms, and account balance so they can better service customers.

Increased Efficiencies in Accounting

Integration reduces the time and resources required of accounting personnel to support your sales team. Integrated front and back-office systems reduce duplicate data and order entry. And, by driving current product pricing into Sage CRM SalesLogix from your back-office system, the number of inquiries from Sales regarding product, orders, invoices, and outstanding balances will be reduced.

The fundamentals of Front-To-Back-Office Integration

The aim of front-to-back-office integration is to bring together disconnected business processes (e.g. quote-to-order and order-to-cash as part of the overall quote-to-cash cycle), applications (CRM and ERP) and datasets (financial data and non-financial), and translate them into a mechanism to: (1) manage customer relationships more effectively, (2) reduce costs, (3) increase profitability, and (4) achieve sustainable competitive advantage over the long term.

In simple terms, front-to-back-office integration is made up of three inter-related elements:

1.  Consistent data between related entities (e.g. ‘company’ and ‘account’) within the CRM and ERP applications.
2.  360 degree customer visibility, regardless of whether customer data originates in the CRM application or the ERP applications.
3.  “Straight-through” processing which enables a user to initiate a transaction (e.g. booking an order) which then automatically triggers all related business processes as appropriate (e.g. order approval, shipment, invoicing etc) and passes seamlessly from one application (e.g. CRM) to the next (e.g. ERP) without the need for extensive manual intervention (e.g. re-keying information, paperwork or verbal sign-off).

QUICK LINK  View PDF specification sheet