Sage CRM with Sage Pro Multi Company

By | July 29, 2009

Coming quickly on the heels of Pro Web order entry in Sage CRM was Pro multi company integration. Like Pro Web order entry, this too uses the existing Sage CRM and Sage Pro connection. I do not want to sound like Nicolas Cage search on another treasure hunt but this was possibly the missing piece that made the popular integration system like Sage CRM-Sage Pro truly complete.


1. Multi Company following Standard in–built routine of Sage CRM
2. Transfer Sage CRM Company to Sage Pro based on Sage Pro Company selected from Sage CRM.
3. Allow more than one Company can be Synchronized from Sage Pro to Sage CRM.
4. Update synced Company/Person record from Sage CRM to Sage Pro based on sage Pro Company 99 or 01.

Pro Series Multi Company Admin section, it will allow you to add another Sage Pro company in Sage CRM

Promote new Customer from Sage CRM to Sage Pro

The modification seem very easy and obvious but it reminds me of a story which goes like

An engine of a giant ship had failed. The ship’s owners tried one expert after another, but none of them could figure but how to fix the engine. Then they brought in an old man who had been fixing ships since he was a youngster. He carried a large bag of tools with him, and when he arrived, he immediately went to work. He inspected the engine very carefully, top to bottom.

Two of the ship’s owners were there, watching this man, hoping he would know what to do. After looking things over, the old man reached into his bag and pulled out a small hammer. He gently tapped something. Instantly, the engine lurched into life. He carefully put his hammer away. The engine was fixed! A week later, the owners received a bill from the old man for ten thousand dollars. “What?!” the owners exclaimed. “He hardly did anything!”

So they wrote the old man a note saying, “Please send us an itemized bill.”

The man sent a bill that read:
Tapping with a hammer …………………… $ 2.00
Knowing where to tap ………………………. $ 9998.00

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