Sage CRM

Can someone refresh my memory. For current Sage CRM / Sage 100 integrations, if you want to integrate a second Sage 100 company a client needs to purchase a second 'server' license and install a second instance of Sage CRM. Is that all that's required? Sage 100's CRM module allows for this?

You can do that. I wouldn't. All sorts of problems and it defeats the primary purpose of crm: to bring everything together in a single place. Wait a bit and Sage integration will allow for multiple MAS company integration points. Should be available in the next twelve months. They will be happier.

@PeterWolf. Thanks, Peter. I know about the upcoming version, but suppose the client doesn't want to wait and doesn't mind the two databases. What are the issues?

It's my understanding that this capability is included in the 2013 release due out in December.

From the Pre-Release Guide: MULTI-COMPANY SAGE CRM The Sage 100 ERP 2013 release will include Sage CRM integration enhancements enabling multiple ERP companies to be mapped to a single Sage CRM system. Sage 100 ERP customers who have created and are operating more than one company or division will be able to integrate these companies or divisions to one single Sage CRM instance. This will allow customers using Sage CRM to get a single consolidated view of all their customer facing activities and salespeople will be able to more efficiently move between all their customers, regardless of the associated Sage 100 ERP company using customer numbers or database identification.

It defeats the primary purpose of CRM. CRM is hard work to get proper adoption ... Why make it harder? That being said ... If there are a completely different set of sales and marketing and customer service and related personnel that interact with the customer sets of the different MAS databases, then it isn't a big deal. For most organizations, it creates extra work for the front line people on top of the extra work the crm system itself imposes. Time will fly by. My advice is wait. Or as a secondary but not recommended approach, look into the greytrix integration.

I don't think you can have more than one instance of CRM on a single server, so you'd actually have to have another server running CRM.

What's the deal here - are you guys a tag team now? All of this is academic - 2013 solves the problem and it's out very soon.

Sing up for the Beta now and find out for yourself... http://na.sage.com/sage-100-erp/lp/beta/

Please guys. I know all about 2013. I was at Summit. I'm on the beta team. I'm testing it now with a SageCRM firm and know all about the future integrations. I just needed to know the options for a client that's in the process right now of upgrading to 4.5 and doesn't want to do it again so soon in Q1 2013. I just need to let them know if it's possible, what it costs, etc. Sheesh!

My use of SHEESH was actually the acronym See How Everyone Exemplifies Support Helpfulness. Sorry, if I offended. It's been a long day.

No harm, no foul!

Can you have two different MAS companies in one MAS instance accessing two different CRM databases with the current MAS CRM implementation, even if you have a second server license? Will the integration somehow step on each other? Greytrix had a version of CRM that supported multiple companies for use instead of the Sage CRM integration.

support issue related to question above. customer was complaining about too many licenses being used by CRM users showing in the *info display. They were bumpling up against their user limit regularly. the problem was created by using the copy company function. the copied company had the CRM activated even though it was not in use. this doubled the number of CRM users showing up in *info. Deactivating and removing the CRM folders from the test company resolved the issue.

We've learned that as well. When copying a company, do NOT copy the Customer Relationship Management module.