Sage 100 : Creatio Integration
Our Sage 100: Creatio Integration seeks to connect an incredibly versatile and capable legacy ERP system (Sage 100 (formerly "MAS 90" and "MAS 200")) to Creatio. We had one goal in mind when creating this solution: get the data out of Sage 100's ProvideX database and into a modern system.
With an organization's Sage 100 data freed, they can do amazing things with it from a CRM perspective.
- Gain a Complete View of Your Customers: you can consolidate all customer information in one place. This gives you a comprehensive understanding of customer's purchase history, preferences, and interactions, enabling you to better serve and engage with them.
- Supercharge Sales and Marketing Efforts: your sales and marketing teams can collaborate seamlessly. They'll have real-time access to customer data, allowing them to align their strategies, target the right audience, and close deals more effectively.
- Elevate Customer Service: your customer service team can provide exceptional support. They'll have access to complete customer information, enabling them to address issues quickly, offer personalized solutions, and deliver top-notch service.
- Streamline Operations: your teams having better visibility and automation where you need it helps streamline operations across your entire organization. Manual processes and paperwork are reduced, leading to increased efficiency and smoother workflows across your organization.
- Future-Proof Your Business (as best as you can): Sage 100 is an amazingly powerful and mature ERP system. Integrating it with Creatio provides you an ability to future-proof your business to an extent by allowing you to adopt newer technologies that otherwise requires costly Sage 100 integrations or third-party solution.
And those are only the tip of the iceberg in terms of possibilities. Our integration allows us to pull data from any table of Sage 100, and yes, that does include user-defined fields (or "UDFs").
Cost: $2,400/year
Roadmap and Features
Below is a high-level overview of the features and timelines that align with the Sage 100 : Creatio integration's development. The product is currently available for purchase via our Contact form.
- Initial Public Release: 08/01/2023
The initial product release will contain a significant amount of data getting brought into Creatio from Sage 100. This release is intended to be a read-only integration (bringing data from Sage 100 into Creatio on a schedule).
Below lists the Sage 100 elements that will be brought into Creatio:
- Users
- Company Codes
- Salesperson and historical performance
- Customers and historical data
- Customer Contacts
- Customer Ship-to Addresses
- Invoices and line items
- Items
- Inventory (to include warehouses and item inventory at each warehouse)
- Version 2.0 Release: 10/01/2023
The second release aims to further the depth of visibility into Sage 100 data by exposing the Vendor-related aspects into Creatio. This will open the capability to manage vendor relationships and gain better insights into purchase orders and their impact on inventory.
Below lists the Sage 100 elements that will be brought into Creatio:
- Vendors
- Vendor Contacts
- Purchase Orders and line items (historical and current)
- Version 3.0 Release: 12/01/2023
The third release intends to bring in the last bit of data that we feel is the most difficult to keep updated and synchronized due to the frequency in updates. This functionality will also be a read-only integration (bringing data from Sage 100 into Creatio on a schedule).
Below lists the Sage 100 elements that will be brought into Creatio:
- Sales Orders and line items (historical and current)
- Shipments
- Version 4.0 Release**: 01/31/2024
The final, planned release aims to create a full bi-directional integration between Sage 100 and Creatio - enabling a write-back to Sage 100 from Creatio-entered data.
** Based on feedback, the third release may get split into a separate "tier" where the read-only integration and its cost will be entirely separate from the write-back to Sage 100. To our surprise, customers have not expressed an inherent "need" to write data back to Sage 100, and we do not see a reason to subject those that do not want or need that capability to additional cost.