Elimination of re-keying between CRM system and Sage.

Communication of Sage data to customers own built CRM system, using JSON Web service

Problem:

To ensure prompt payment of sales invoices this client calls all customers after invoices have been sent to confirm arrival. Prior to payment due date the customer is again called to make sure that payment has been scheduled.

This process is managed by their own PHP/MySQL CRM intranet site.

It used to be one person’s job to re-key the invoice information already entered into Sage into the CRM system.

Solution:

An overnight process on the accounts server automatically interrogates Sage and creates the same information on the CRM system using a JSON web service.