Streamline Your Business By Connecting Sage X3 and Zoho CRM
A fantastic way to help grow your business is to streamline certain processes by integrating your Sage X3 and Zoho CRM services with a cloud integration platform. This will allow service and sales groups to easily access data, which would otherwise be kept separate. With Commercient SYNC, those two connected systems can help increase productivity, which can help bring in more business, cut back on costs, and much more.
Choosing a one- or two-way integration for your company’s Sage X3 accounting data and sales information with Zoho CRM, can help lead to a quick return on your investment. In order for your business to realize efficiencies and accelerate CRM success, you’ll need a fast integration.
Commercient SYNC is a powerful and affordable solution, which integrates your accounting ERP and CRM systems in just a matter of hours. Competing ERP and CRM integration options can take months to begin syncing.
With SYNC, you receive a valuable and cost-effective way to monitor your customer’s sales order velocity, receivables and payments, inventory availability, and so much more.
Your company’s customer service and sales and teams will have easy access to the Sage X3 data in the powerful Zoho CRM system. This will give them the sales and operational data to monitor Sage X3 accounts, jobs, parts, services, available to promise inventory, and so much more.
Commercient’s two-way SYNC allows your sales team to integrate new accounts, quotes, sales orders, invoices, payments, jobs, products, and Bill of Materials (BOM) back to Sage X3. SYNC will help in increasing your business’s efficiency by eliminating manual work and double entry.
SYNC is different when compared to traditional ETL tools. It is a cloud-based app that “just works” right away. It doesn’t require manual coding, mapping, or programming. It could take your business many weeks or even months to get a competing ETL integration up-and-running. Commercient SYNC can be ready within a matter of hours, or just a few short days.
We have designed each of our Apps to integrate to your business’ Accounting ERP, helping to eliminate all of the complexity that comes with custom programming projects. We can help you get integrated in a matter of hours, accelerating your ROI on Zoho CRM, which will allow you to focus on growing your company.
Commercient’s SYNC is designed specifically for Sage X3, and we’ve done all the programming, mapping, and data models for you. We can schedule the sync to run at the frequency you wish, including all the time, a few times a day, or once daily. We sync changes in data, which is can help conserve your API usage and reduce CRM costs.
The Commercient SYNC app is backed by world-class support 24 hours a day, 7 days a week. We’re monitoring your integration nights, Holidays and weekends. You can focus on sales and new business, while we handle your sync operations.
Here is what Commercient Syncs:
- Financial accounting data:
- Customer payment terms and credit limits.
- Open invoices.
- Invoices on hold.
- Multiple ship-to addresses.
- Multiple bill to addresses.
- Account receivable history.
- Payment history.
- Customer data:
- ERP customers with CRM accounts.
- Sales order data:
- Open sales orders .
- Sales order detail lines.
- Sales order history.
- Invoice data:
- Open invoices.
- Invoice detail lines.
- Invoice history.
- Serial numbers shipped.
- Prices and price levels.
- Inventory availability and location.
- Custom Workflows / Opportunities / Orders / Invoices / Custom Objects:
- Create Opportunities from Invoices.
- Create Invoices from Opportunities.
- Create Sales Orders from Opportunities.
- Custom Workflows allow you to create any transaction in the ERP Accounting system when a CRM object reaches a designated state automatically (e.g. Opportunity status) or manually (e.g. Opportunity checkbox). Ask your Account Representative for more details.
- Plus any other data customers request.
If you’d like more information on integrating your Sage X3 ERP and Zoho CRM systems with Commercient SYNC, fill out the form on the right to get a free demo. To purchase our Commercient SYNC app for Zoho CRM, click here.
For informational use only.
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