APPSeCONNECT's Zoho CRM and Sage 300 ERP Integration enables seamless connectivity between two powerful business solutions, allowing organizations to streamline their sales and financial processes. With pre-built templates available, the integration simplifies the implementation process, making it easier than ever to synchronize crucial data endpoints such as contacts, products, orders, and invoices, ensuring accurate and efficient information flow between the two systems.
By automating these endpoints, businesses can achieve enhanced productivity, improved data accuracy, and a holistic view of their customer and financial data.
Key Features:
ACCOUNT AND CONTACT SYNC Once new accounts and their contacts are created in Zoho, these accounts and contacts will be automatically synced in Sage 300 ERP as customers and their associated contacts, respectively. Details like billing and shipping addresses, contact information of existing accounts, and contacts will also be synced. This sync works bi-directionally. Existing customer and contact details can be synced back to Zoho from Sage 300.
SALES ORDER AND INVOICE SYNC Zoho CRM sales orders will be synced as Sage 300 sales orders. Complete information from the sales order will be synced in Sage 300. ERP Invoices will be synced under the invoice section in Zoho CRM.
ITEM SYNC Any item listed in your Sage300 will be uploaded as a product in Zoho CRM. The sales price in Sage 300 will be mapped as the standard price in the CRM system.
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APPSeCONNECT offers a powerful integration platform for seamless data transfer between Zoho applications and ERP systems like SAP Business One, SAP ECC, SAP S/4 HANA, Microsoft Dynamics NAV, and Microsoft Dynamics Business Central, Sage 300, Uniconta, and more.
With pre-built connectors and intelligent mapping capabilities, APPSeCONNECT enables businesses to synchronize data between Zoho and their ERP system. Experience real-time data exchange, automate business processes, and achieve a unified view of your customer and financial data. Drive operational efficiency, improve decision-making, and enhance customer satisfaction using APPSeCONNECT's reliable and scalable integration platform.
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I would recommend you to try APPSeCONNECT Integration for Zoho CRM with Sage 300 ERP. It would add a lot more value to your CRM account.
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APPSeCONNECT Integration for Zoho CRM with Sage 300 ERP
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