Sage 50 Financials Data Connector for Maximizer - Annual User Licence
Get the information at your fingertips
Integrate Sage accounts with Maximizer CRM and see a 360° view of all your customers
View Sage data within Maximizer without the need for a Sage Access Licence
A tab displays Orders, Invoices, Transactions directly from Sage, with a dashboard showing purchasing trends.
Simply select the Address Book record
1 of 3The Sage Financials tab displays the related orders, invoices, transactions
2 of 3Orders and invoices can be expanded to see the line items
3 of 3
View ledger summary in a key field list
1 of 2Breakdown of monthly invoice values
2 of 2Ledger summary and CRM data in one place
Headline summary data and monthly spend is stored in Maximizer, allowing you to search both financial and CRM data in a single search.
Use Dashboards to track turnover
Keep track of turnover by Account Manager or sector. Create Credit Control dashboards to chase late payers.
Dashboard indicators display turnover by account manager, sector etc.
1 of 2Alerts for customers who are overdue
2 of 2Sales
- Empower Account Managers with financial information
- Self serve enquiries usually made to the Accounts Department
- Identify top customers by spend
- Notification of customers placed on hold
- Enhanced customer service
Credit Control
- Credit Control notes visible to all / some users
- Less interruptions from colleagues with financial queries
- Pipeline analysis
- Customer profiling
Management
- 360 degree view on customer financials in CRM
- Performance management
- True financial figures and analysis
- Ability to dashboard financial information
Amalgamate financial and CRM data
Your account managers’ priority is to keep their customers happy. Sage Financials Data Connector improves your customer service by enabling their financial queries to be dealt with more efficiently.
How much does it cost?
Sage 50
Sage 200
Sage Financials Data Connector
Sage Financials Data Connector works for both Maximizer CRM Live and On-Premise Edition.
Choose from £60 annually per user or £1,000 for a site licence.
Pricing includes installation time and set up of Key Fields in Maximizer.
Sage 50
Sage Financials Data Connector
for Maximizer
£
5
00
per user per month (£60 paid annually)
-
No need for a Sage Access licence
-
Financial information visible in CRM
-
Self serve accounts enquiries
-
360 degree view of your customers
Select number of users required:
Compatible with Sage 50 v21 and upwards.
Maximizer CRM using the power of Sage Financials
- An data feed connecting Maximizer CRM and Sage accounting
- The unrivaled power of Maximizer CRM and the Sage Financials Connector allows your management team and account managers to view, search and analyse all your key data quickly and efficiently.
- You no longer need to ask your Accounts Department for customer financial information as you can view it directly from within Maximizer CRM.
- Key financial information is updated in Maximizer User Defined Fields (such as turnover, balance, account status etc.)
Want to know more?
Contact us if you have any queries, would like a demonstration or would like to place an order.