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0800 381 1000
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Preact CRM
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SL6 4UB


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MIM 50

Microsoft Dynamics CRM Integration Module for Sage 50

MIM50 (Microsoft Integration Module 50) is a real time integration module that links Microsoft Dynamics CRM with Sage 50 accounts.

Purchasing a MIM licence enables businesses to use two different processes to push data through to Sage 50 enabling everyone to be more efficient and accurate in their day to day working practices.

   

MIM Tab

A real-time link displays the data directly from the Sage 50 database and allows users to view in Dynamics CRM including: customer details, credit limits, available balance, payment terms, accounts status, previously posted invoices, details of the payments made and Sage 50 stock levels.

Quick Quote

A real-time link allows customers to generate an order, quote or invoice from the Sage 50 stock list and send it to straight into Sage 50. All discount structures applied in line 50 are used so multi purchase discounts will automatically be applied to individual customers.

Processing screen

Orders & quotes can also be created in the opportunity area of the CRM, within the MIM tab, so customers can choose to send these orders into Sage 50 for processing. This is especially useful for organisations that have to send multiple quotes and orders to a customer before purchase is confirmed.

Real time Sage 50 link to Microsoft Dynamics CRM

Customer consolidated screen that shows real time product, credit, invoicing, stock levels, pricing and quote information.

Additional products

Additional products can be 'written in' by quick quote or the opportunity route allowing great flexibility. Different types of tax rates can be applied and there is no need to carry these products in Sage 50 which is an ideal solution for companies who supply additional ad-hoc services to customers or companies.

 

MIM 50 AT A GLANCE

Real time Sage 50 & Sage CRM Integration.
Shows real time Sage 50 data in CRM
Quick Quote facility linked to CRM opportunities
Direct order / invoice functionality
Real time mobile accessibility to Sage 50 / CRM integrated solution


ACT! video demonstration

 

Purchase orders

Supplier PO's can be generated in the CRM and again pushed straight into Sage 50 using the quick quote screen. Supplier price lists will be displayed in real-time and are linked directly to the pricing structures from Sage 50.

Allowing users to maintain the same accounting system and interact with the CRM will save considerable time and effort in re-keying of orders from the sales department to be more accurate and not having to change accounting processes and require staff training on a new system.

ACT! software advice Find Out More
For independent CRM advice and to find out how integrated CRM and accounting system could improve your business call 0800 381 1000 to discuss your requirements with one of our consultants. Check out our Return On Investment Calculator.

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