CREDITSAFE

In a project aimed at connecting CREDITSAFE software to its clients’ CRM systems, a connector was developed to integrate with various Sage versions used by clients.

Industry:

Software Company

Technology:

Sage 50, Sage 100, Sage 1000, Sage X3

Duration:

12 Months

NEED

CREDITSAFE sought to enable clients to directly access their database from their Sage CRM-ERP systems. Additionally, the goal was to facilitate data sharing and recording directly within Sage. The manual process was time-consuming and prone to errors that were difficult to detect.

SOLUTION

Designed and developed an external application hosted within Sage
Created a client interface and established multiple data flows between Sage and CREDITSAFE
Implemented automatic account tracking functionality and a comprehensive history log

RESULTS

Provided clients with time-saving benefits and enhanced account tracking
Improved the sales potential of the solution
Increased customer satisfaction