smartXchange mit Claim

A company is often faced with the task of optimizing business processes and having different systems communicate with each other automatically. smartXchange is a software concept for cross-company communication that makes it possible to connect various heterogeneous applications from different platforms.  This creates a competitive advantage through optimal integration and processing speed in the areas of order processing, purchasing, sales, production, logistics, marketing, eCommerce and CRM. Automated data transfer between two or more systems can be defined and monitored via an easy-to-administer interface. 

More possibilities than just integration of ERP and CRM

The smartXchange-for-CRM solution offers you an optimal start by integrating Sage 100 and Sage CRM. The basic solution covers the essential functions of the integration. However, at the same time you have the possibility to realize extended functionalities or the connection of further systems quickly and easily.

Key functionalities: 
Business process automation
Multi-client adapter standard functions::
Matching of addresses and contacts, opportunities and articles between multiple Sage 100 clients and e.g. Sage CRM Enterprise.

Synchronization across multiple Sage Line systems
Network locations across country and language borders, among other things.

Data synchronization
Data synchronization of e.g. companies, contacts, customer information

Data Transport Services
Secure data transport with integrable SFTP server

Mass data processing
High performance even beyond network boundaries

Integration of external systems
Bidirectional data exchange between all common ERP systems

Business Rules
Definitions for process control can be stored in order to use the automation of applications and functions, e.g. opportunities and quotations.

Customizable adapters
Development environment for custom adapters

Monitoring
Monitoring of services and automatic notification by mail

Stable basic technology
Base products:
Sage Office Line
Sage 100
Sage CRM
Sage HR

Third-party systems
Store systems
ERP-Systems
CRM-Systems

A company is often faced with the task of optimizing business processes and having different systems communicate with each other automatically. smartXchange is a software concept for cross-company communication that makes it possible to connect various heterogeneous applications from different platforms.  This creates a competitive advantage through optimal integration and processing speed in the areas of order processing, purchasing, sales, production, logistics, marketing, eCommerce and CRM. Automated data transfer between two or more systems can be defined and monitored via an easy-to-administer interface. 

 

More possibilities than just integration of ERP and CRM

The smartXchange-for-CRM solution offers you an optimal start by integrating Sage 100 and Sage CRM. The basic solution covers the essential functions of the integration. However, at the same time you have the possibility to realize extended functionalities or the connection of further systems quickly and easily.

 

 Key functionalities: 

Business process automation
Multi-client adapter standard functions:

Matching of addresses and contacts, opportunities and articles between multiple Sage 100 clients and e.g. Sage CRM Enterprise.

Synchronization across multiple Sage Line systems

Network locations across country and language borders, among other things.

Data synchronization
Data synchronization of e.g. companies, contacts, customer information

Data Transport Services
Secure data transport with integrable SFTP server

Mass data processing
High performance even beyond network boundaries

Integration of external systems
Bidirectional data exchange between all common ERP systems

Business Rules
Definitions for process control can be stored in order to use the automation of applications and functions, e.g. opportunities and quotations.

Customizable adapters
Development environment for custom adapters

Monitoring
Monitoring of services and automatic notification by mail

Stable basic technology

Base products:
– Sage
– Sage 100
– Sage CRM

Third-party systems
Store systems
ERP-Systems 
CRM-Systems

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