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Lyons Case Study

Microsoft CRM and Sage Line 50 Integration

Lyons Presentations Group Limited are a major supplier of promotional goods selling over £6 million worth of goods, sourced from all over the world, via their direct sales force and strongly branded websites such as www.2bsourced.co.uk and www.rocketproducts.co.uk.

Aires Technologies Limited installed and customised Microsoft CRM, and brought redware in to assist with integration to the Sage Line 50 accounting system. This involved uploading over 10,000 products, each with 3 price breaks, into the CRM product database to allow a team of 40 salespeople to create quotations using Microsoft CRM.

Aires implemented a complex workflow and quotation system whilst we assisted in building the ability to create a job bag for controlling the manufacturing process and the creation of purchase orders within CRM. The relationship between sales orders and purchase orders allows Lyons to produce job costing reports to calculate profitability for each job.

Sales Orders and Purchase Orders from CRM are automatically loaded into Sage Line 50 by the accounting department using our SYNC Uploader for CRM software from redware so that no re-typing is required. This has significantly improved efficiency and eliminated inaccuracies in the data entry process.

Lyons has also purchased the SYNC Accounting software from redware which makes the complete sales history from the accounting database available to sales staff using CRM. Credit limit and account balances are also updated against the account in CRM to allow salespeople to view credit limits in CRM as part of the workflow when they create a quotation.

Lyons are successfully using Microsoft CRM to quote for all their business produced by the sales force with sales orders automatically entered into Sage Line 50 without re-typing. CRM was customised to allow the production department raises to raise purchase orders in CRM which are loaded into Sage Line 50 again without retyping.



Please email sync@redware.com or call us on 0845 3010 444 with your CRM requirements and we can often integrate your accounting system with CRM within 24 hours. As well as consultancy and troubleshooting, we offer SMS text messaging, telephony, and credit checking facilities for CRM.

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