Sage MAS 500/Sage CRM Integration

Bredet’s Sage MAS 500/Sage CRM integration was built in SQL server using the CRM tool-set and the Sage MAS 500 (MAS 500) API’s which ensures consistent and reliable integration. For additional functionality and ease of use, certain screens are built in ASP.NET 3.5 and AJAX. For the end user, this ensures quick post backs, low server resource usage and intuitive user interfaces.


Sales Order Entry

  • Enter sales order and quotes and quotes directly in CRM with one licence

  • Data entry screens are built as standalone ASP.NET pages

  • Includes many of the robust features offered through MAS 500 Sales Order Entry

  • Allows for multiple ship-to addresses, delivery methods, and ship-via codes

  • Order from multiple warehouses

  • Supports header and line custom fields, including enforcing required fields

  • Order can be viewed at all stages (ordered, back ordered, picked, shipped)



Company Summary

  • All information is synchronized automatically in real time between Sage CRM and MAS 500



Sales Order Inquiry

  • View real time data from MAS 500 on any web enabled computer

  • Inquire upon sales orders, purchase orders and vouchers from within Sage CRM

  • Drill down to sales orders for current status information



Stock Inquiry

  • Check current stock levels

  • On hand lots for lot-tracked items

  • Available item substitutes



Company Integration

  • Integrate with Multiple MAS 500 Companies on the same or different SQL Servers.

  • Import existing customer and vendor information from MAS 500 into CRM effortlessly Custom Development Projects




Sage CRM

  • Automated Import Process for Sage CRM (thousands of leads a day are cleaned, validated and imported into CRM from web forms on a corporate site)

  • Complex Lead Assignment Process for Sage CRM (specific product family leads go to specific sales channel distributors and are automatically assigned based upon complex business rules and percentage allocation/round robin scenarios)

  • Sage CRM Performance and Scalability Overhaul (SQL server performance enhancement for a high volume CRM site. Reduced page load times from 90+ seconds to less than 5 seconds without any changes to the server hardware)

  • Custom Integration for Sage CRM (integrated external licencing system for software development company and integrated web activity tracking service for end-to-end marketing visibility)



Sage Accpac ERP

  • UPS Integration to Sage Accpac ERP (automates the process of submitting shipments to UPS, sending email notifications to recipients and writing tracking numbers back to Accpac)

  • Import Macros for Sage Accpac ERP (custom VBA macros clean data from external order templates, preparing standard Sage Accpac 500 ERP import templates which can then be imported into Order Entry)

 


Sage MAS 500

  • Custom Screen Modifications for Sage MAS 500 (modified currency behaviour in entering purchase orders to compensate for vendor item costing deficiency)

  • Custom Screen Modifications for Sage MAS 500 (modified edit shipments to allow for custom data collection and validation)


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Questions?
 
E-mail us at info@bredetservices.com


About Bredet Services

Bredet Services provides ERP and CRM solutions through their partnership with Microsoft, Sage and Deltek. Our dedicated service professionals combined with world class technology solutions is a recipe for success that we stand by with pride. For the past twenty-seven years, Bredet has helped companies streamline operations, reduce redundancies and improve the bottom line with the use of technology. We ensure success with our customers by building a strong strategic partnership and understanding their vision and tactical goals. You need an intelligent software system, an open mind to change and the guidance of a knowledgeable partner that can get you there.


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