Sage 300 - Sage CRM Integration Guide

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The integration between Sage 300 and Sage CRM creates a link that enables Sage CRM and Sage 300 to share information as it is entered into either program.

After integration, front-office personnel can create customer quotes and orders in Sage CRM and then promote those quotes and orders to Sage 300. As quotes and orders are processed, both systems are updated, preventing redundant data entry and enabling front-office and back-office personnel to view information that is current and correct.

Sage300_2020_SageCRM_IntegrationGuide.pdf