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All things Sage 300…

Sage CRM 7.2 Available for Sage 300 ERP

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Earlier this year Sage CRM 7.2 was released for standalone CRM customers. We have competed the Sage 300 ERP integration in conjunction with the Service Pack 1 release of Sage CRM 7.2. We have now released the Sage 300 ERP 2012 integration for Sage CRM 7.2 and this is the integration that will be included in the forthcoming Sage 300 ERP 2014 release.

Generally customers find that combining Sage CRM as a front office solution to Sage 300 ERP as the back office  solution creates a much more powerful combined system than having separate ERP and CRMs. The level of automation, reporting and customer connectedness is greatly increased across the organization. As such introducing a new version of CRM can provide many immediate benefits for companies and this blog is looking at some of the things that are new in this version. We find that customers running both of these Sage products together have much higher net promoter scores than customers running non-integrated systems.

Social CRM

Historically CRM programs managed communications with customers and other business contacts by managing e-mails and phone calls. CRM had all the basic contact information, integrations to help automate these processes like creating e-mails and automatically recording the information in CRM. Auto-dialing phones and logging that you called and letting you fill in some comments. Setting reminders and schedules for performing these tasks.

However, how we are communicating with our business contacts is changing. Many people are using e-mail and voice phones much less than they used to. I ignore most incoming calls from unknown callers because they are usually cold sales calls or scams (like you have just won a cruise vacation). E-mail is getting much noisier with spam and other junk, causing more important e-mails to just get lost. It’s been found that recent high school graduates actually have quite an aversion to actually talking on a phone and don’t use e-mail much.

Now there are many more communication channels. Many people now communicate via various social websites like Facebook, LinkedIn, Google+, Yammer and Twitter. Many calls are made via services like Skype and there are people texting more than ever and even using systems like BBM.

So if we want to get a complete comprehensive picture of all our communications with a customer, we need to see all of these in CRM as well. We added LinkedIn and Twitter connectors to Sage CRM last version and with this version we have added Facebook integration.


With this Facebook integration you can bring Facebook information right inside Sage CRM to better understand your customer. You can associate Facebook pictures and profiles with prospects. Generally this is an avenue to get a more complete picture of your customer, or potential customer’s business.

Getting good leads is usually a big problem for companies. Chances are that for a given customer, his contacts will be related in some way and perhaps offer good prospects to market to. If you do get a response from one of a customer’s contacts then you can use the original customer as a reference to help make the sale, or act as an introduction to get you in the door.

Social Media stores terabytes and terabytes of information on business’s and people. Being able to effectively mine all this information is going to be a huge competitive advantage in the future.

Another social feature added to Sage CRM 7.2 is Yammer integration. Yammer is a social network for collaboration within a company. With this integration your sales teams can collaborate and share information using Yammer from Sage CRM.


Mobile CRM

People don’t necessarily spend their entire day sitting at their desk behind a computer. They work from home, they travel on business trips and visit customers face to face. You CRM system contains tons of useful information that will help you do your job better if accessible in these situations. Over the past couple of versions and further with this new version, we‘ve been adding mobile features to Sage CRM to make it easier to access from mobile devices.

Sage CRM is a web application and with the previous version we enhanced to work with all popular browsers. This then allowed mobile users (which usually have Safari or Chrome) to browse the Sage CRM screens. Perhaps this works a bit better for tablets, but tends to be a bit of a pain on an iPhone.

As a result we’ve been adding native device apps to complement the web interface to Sage CRM. Plus we’ve been working on improving the web interface so it will work much better on table devices like the iPad.

The picture below shows the Sage CRM web application rendering itself for an iPad:


Next we have the iPhone native Sage CRM application:


And finally the Sage CRM 7.2 Windows 8 application for Windows tablets:


As we move forwards we will be providing more and more functionality on more and more mobile devices so you can instantly get any information you need instantly. Down the road you might be wearing your Google glasses and when you say the customer’s name, all the information on that customer will be right there in your view to reference.


With this version of Sage CRM we’ve improved the reporting capabilities. A new HTML5 based charting library has been added, so you don’t need Adobe Flash for charts anymore. You can clone reports to get started with a customization. There are more chart types with more configurable settings. There are new security settings so you can better control who can see what.


Sage CRM 7.2 adds more codeless customization capability where you can design more powerful screens right in the product without writing code. Sage CRM also doesn’t use frames to hold custom screens anymore. This will affect some ASP based customizations, but generally leads to better ability to control your own web pages (especially the CSS).


The main change to the Sage 300 ERP integration was changing Quotes to Orders to work in the new frameless Sage CRM web pages. Most other changes have already been released in service packs or hotfixes for Sage 300 ERP 2012, so if you are fully current you won’t see much different. But if you are coming from an older version, you should see a number of improvements.


Sage CRM 7.2 integrated with Sage 300 ERP make for a powerful front/back office solution. This release is definitely worth checking out especially for the mobility and social features.

Written by smist08

September 7, 2013 at 4:59 pm

7 Responses

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  1. Hi Stephen

    Can any revision of CRM and Accpac (300 ERP) enable creation of ERP quoets and orders inside CRM on an iPAD?




    October 11, 2013 at 4:46 am

    • Perhaps a bit painfully. We’re seeing if we can get the CRM 7.2 – Sage 300 2014 release to fully work,right now there is a bit of a scrolling bug that’s a bit annoying that we are endeavoring to fix.


      October 12, 2013 at 4:10 am

      • Thanks, Stephen

        What web browsers can CRM 7.x create Accpac 6.x quotes and orders work in?
        Do any of them work on iPads or other tablets?


        Stephen C


        October 13, 2013 at 12:00 pm

      • The original 6.0A release only supported IE. But the newer 2012 release supports Chrome, Firefox and Safari as well.


        October 13, 2013 at 4:56 pm

      • Thanks, Stephen

        So can CRM 7.0, 7.1 and 7.2 run in Safari, Chrome, Firefox or any other browser on an iPad, with or without creating Sage 300 ERP (Accpac) 5.6, 6.0 or 6.1 (2012) quotes and orders?


        October 13, 2013 at 10:59 pm

      • CRM 7.1 started support for browsers other then IE. But CRM 7.2 ensures everything works fine on an iPad. Quotes to Orders should support this, but has a scrolling problem inside CRM right now. We are just in the process of fixing this.


        October 14, 2013 at 3:35 am

  2. […] Sage CRM 7.2 Available for Sage 300 ERP […]

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