Sage 500 ERP Customer Relationship Management

Sage has changed its CRM strategy for Sage 500 ERP dramatically through the years. Early versions of Sage 500 were often integrated to the leading CRM solutions available in the late 1990s and early 2000s including Pivotal, Onyx, SalesLogix, and even Seibel.

Sage later acquired Interact Commerce (ACT! and SalesLogix) and heavily promoted SalesLogix for use with Sage 500 ERP. A third party developed integration between Sage 500 ERP and SalesLogix. This integration, called Dynalink, was later acquired and sold by Sage to customers as the primary integration between the two systems. Sage replaced the Dynalink integration after Sage 500 version 7.2 with a new product called ERP Link which is the current integration tool available between Sage 500 ERP and SalesLogix.

Sage acquired Accpac (now Sage 300) in 2003 from Computer Associates. This acquisition brought along Sage CRM which had been acquired in 2002 by Accpac International from the original publishers, eWare Ltd. based in Dublin, Ireland. Sage started building an integration between Sage 500 and Sage CRM but quickly abandoned the project.

Sage sold SalesLogix and ACT! in 2013 to long-time marketing automation partner leaving Sage only with Sage CRM which still does not provide native integration to Sage 500 ERP. Integration for Sage CRM to Sage 500 requires third party integration software. The most popular is GUMU by Greytrix but other options have been available from various providers throughout the years.

Sage CRM

Sage CRM Professional (Cloud) is built on 100% web-based architecture, and is a tool used to automate your marketing, sales and customer service operations.

Sage CRM Professional includes:

  • Contact management
  • Opportunity management
  • Sales forecasting
  • Quotes and orders
  • Lead management
  • Interactive dashboard
  • Reporting
  • Find/Advanced find
  • Group management
  • Microsoft Outlook integration
  • Mobile device support
  • Twitter integration
  • Cross-browser compatibility
  • Data import
  • Case management
  • Solutions/Knowledgebase management
  • Campaign management
  • Outbound call handling
  • Manage relationships types
  • Email management
  • User management
  • Territory/Security management
  • Workflow
  • Preconfigured escalations
  • Professional user management
For more information on Sage 500 CRM,  download our free Sage 500 ERP Owner’s Manual available here or by clicking the button below.


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