Seamless Efficiency with Our Sage CRM and Sage Evolution Integration
At Astech, we’ve developed a powerful integration between Sage CRM and Sage Evolution, designed to provide a unified platform for managing customer relationships and operational processes. By synchronising essential data across both systems, our solution eliminates duplication and ensures consistent, real-time information to drive better business outcomes.
What Our Integration Offers
Our integration seamlessly connects Sage CRM and Sage Evolution, bringing together CRM and ERP functionalities for a holistic view of your critical business data. It synchronises customer information, stock items, price lists, quotes, and more, ensuring your teams always have access to the most accurate and up-to-date information.
Key Features and Benefits
- Data Synchronisation
- Customer details, stock information, pricing, and quotes are consistent across Sage CRM and Sage Evolution. Updates made in one system automatically reflect in the other.
- Quote Management
- Quotes created in Sage CRM can be synchronised directly into Sage Evolution. This ensures a seamless transition from customer engagement to operational execution, reducing manual intervention and the risk of errors.
- Customer and Contact Management
- Customer names, addresses, and contact details are synchronised to maintain up-to-date and accurate information for all departments.
- Supplier and Stock Data
- Supplier details, stock items, warehouse quantities, and pricing are shared across systems, supporting effective inventory and procurement decisions.
- Enhanced Reporting and Analytics
- The integration allows Sage CRM to utilise Sage Evolution’s rich datasets for comprehensive reporting, offering insights into sales, customer trends, and inventory levels.
Business Benefits
- Reduces Redundancy
- Duplicate data entry is eliminated, and consistent information is maintained across systems.
- Enhances Productivity
- By reducing manual processes, teams can focus on value-driven activities.
- Improves Decision-Making
- Teams have access to accurate, real-time data, supporting well-informed decisions.
- Streamlines Customer Engagement
- Quote synchronisation and accurate data improve the efficiency of customer interactions, building trust and satisfaction.
A Smarter Way to Connect Your Business
Our Sage CRM and Sage Evolution integration is more than just a connection between systems—it’s a tool to help you work smarter, faster, and more effectively. With features like quote synchronisation and seamless data sharing, we’re here to help you streamline operations and support long-term growth.
Get in touch with us today to learn more about how our integration can benefit your business. Let’s work together to build a smarter, more connected organisation.
