LoriaLINK's most common application is the integration of Sage CRM with Sage 50 Accounts. This provides a powerful two-way synchronisation which makes accounting data accessible to Sage CRM users and enables the creation of new accounts, quotes and sales orders directly from within Sage CRM.

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Integrating CRM with Accounts has many business benefits which have, for a long time, only been the privilege of larger firms who can buy into full ERP applications like Sage 200 or have the budget or internal resource to develop a solution to meet their own needs.

However, LoriaLINK now makes it possible for users of Sage 50 to easily integrate with Sage CRM with the following benefits:

  • Providing CRM users with visibility of customer order, invoice, delivery and pricing information.
  • Eliminating re-keying when creating new customer records and orders.
  • Streamlining the creation of quotes and orders in CRM by accessing product and price lists held in Sage 50.
  • Automated Invoice generation.
  • Improving customer service and sales forecasting.
  • Allowing better management visibility and reporting across financial and sales data.
  • Enabling 'at risk' reporting if customer purchase patterns change .
  • Ensuring that all relevant information is collected prior to accepting an order.

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LoriaLINK can be deployed quickly to integrate Sage 50 with any on-premise Sage CRM system, (version 7.2 or later) with the following functionality:

  • Link companies or individuals (or any other entity) in CRM to a customer account in Sage 50.
    • Means that if you sell to people as well as companies then both can be linked directly from CRM to Sage 50 Accounts.
    • Support for other entities means that LoriaLINK enables things other than businesses and people to be linked as Sage 50 accounts. For instance, a facilities management company may want to track income and expenditure by individual building, or a vehicle leasing company may want to attribute costs by individual vehicle.
  • Synchronise a single version of Sage CRM with multiple companies in Sage 50.
    • Useful if you run more than one company in Sage 50 or have separate currency accounts.
    • Supports customer and supplier accounts.
  • Provides visibility of Order, Invoice and Despatch information in Sage CRM.
    • Gives sales people and others controlled access to accounting data without the need for a Sage 50 licence.
    • Can include financial and product sales data in CRM reports and dashboards.
    • Easily find out who is buying (or not buying) which product and how much they spend.
    • Calculate profitability customer and sales commissions due.
    • Include financial data in Sage CRM reports and dashboards.
  • Streamlined Quoting & Ordering

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    • Makes Sage 50 product and pricing information available for easy quote and order preparation
    • Prompts for additional mandatory information such a PO number as part of order creation
    • View available stock levels by product in Sage CRM.
    • Respects established price agreements with customers.
    • Can add custom items and comments.
    • Option to have carriage charge as a line item
    • Merge to pdf for direct email to customer.
  • Generate invoices from CRM
    • Invoices can be generated within CRM and pushed to accounts
    • Invoice generation can be automated, utilising CRM's escalation features
    • Users can manually review invoices before they are synchronised, or it can happen automatically
  • Better targeted Marketing
    • Identify target lists based on product and financial data.
  • Improved management reporting and business intelligence.
    • Can search and group by product, geography and many other parameters.
    • Better sales forecasting as quotes are based on established, consistent product information.
    • Respects Credit Notes and Pro Forma invoices to give true sales value.
  • Accessible by remote and in-house users.
    • Full functionality is available to online remote users via tablet and laptop.
  • Configurable setup and synchronisation to meet any business need.

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    • Allows one- way or bi-directional synchronisation by individual entity.
    • New mappings easily created.
    • Sync can be scheduled to runs automatically at frequency to suit business requirements.
    • User override allows integration to be disabled temporarily to carry out Sage 50 administration tasks such as year end routines and VAT runs.
  • Does not require dedicated CRM and Sage 50 licences
    • LoriaLINK licence is all that is required.
    • Single LoriaLINK licence supports an unlimited number of Sage CRM users.
    • Does not require dedicated Sage CRM or Sage 50 licences. Eliminates unnecessary licence and maintenance fees

Please contact us for pricing and further information.