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  • 1.  I have a client who is interested in using Sage CR

    Posted 12-05-2011 16:50
    I have a client who is interested in using Sage CRM to help them manage their business. The trouble is, they don't have customers, and are interested in using CRM to manage vendors, and they would really like to be able to integrate the CRM with the vendor module. Does anyone have experience with this? @PeterWolf, (and other CRM experts) is this something that you've seen/done/experienced? File under: #PushingItToTheLimit, #ThinkingOutsideTheBox


  • 2.  RE: I have a client who is interested in using Sage CR

    Posted 12-05-2011 17:13
    Currently doesn't integrate with the AP Vendor module. MAYBE with the v5.0 release but don't hold your breath. CRM will work with vendors but you won't have any integration.


  • 3.  RE: I have a client who is interested in using Sage CR

    Posted 12-05-2011 21:02
    Aaron - there are some options including using the non-standard integration options. There is a third-party integration from Greytrix (we usually don't recommend it but if the specific need requires it, it's there) or a manual integration (depending on exactly what needs to be integrated between systems). If you want to discuss specific needs, I'm available to talk 312.513.9333.


  • 4.  RE: I have a client who is interested in using Sage CR

    Posted 12-06-2011 02:34
    What are they, a startup? Nonprofit?


  • 5.  RE: I have a client who is interested in using Sage CR

    Posted 12-06-2011 07:48
    Nonprofit. They are a foundation, so they really just give money away.


  • 6.  RE: I have a client who is interested in using Sage CR

    Posted 12-06-2011 07:49
    Thanks, Peter. I'll take a look at the Greytrix. We may call you next week after our meeting so that we have a better understanding of what they are after.


  • 7.  RE: I have a client who is interested in using Sage CR

    Posted 12-06-2011 09:30
    Aaron, Where do I sign up for the give away???????


  • 8.  RE: I have a client who is interested in using Sage CR

    Posted 12-06-2011 09:36
    There is always SalesLogix which should work for you.


  • 9.  RE: I have a client who is interested in using Sage CR

    Posted 12-06-2011 09:42
    @JeffSchwenk: I'll sign you up when I send in my application. :) @LouisAraiza: I hadn't thought about that. I'll talk to our SLX folks and see what they say. Thanks!


  • 10.  RE: I have a client who is interested in using Sage CR

    Posted 12-06-2011 09:49
    With SalesLogix you can create your own custom maps which would allow you to sync Vendors in MAS with Accounts in SalesLogix


  • 11.  RE: I have a client who is interested in using Sage CR

    Posted 12-06-2011 10:05
    Is that through Dynalink?


  • 12.  RE: I have a client who is interested in using Sage CR

    Posted 12-06-2011 11:19
    Yes


  • 13.  RE: I have a client who is interested in using Sage CR

    Posted 12-06-2011 11:19
    Yes


  • 14.  RE: I have a client who is interested in using Sage CR

    Posted 12-06-2011 12:19
    Yes