{"id":10943,"date":"2015-09-10T12:22:29","date_gmt":"2015-09-10T12:22:29","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=10943"},"modified":"2015-09-10T12:22:29","modified_gmt":"2015-09-10T12:22:29","slug":"restrict-sage-crm-user-to-access-your-integrated-erp-data-using-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/09\/10\/restrict-sage-crm-user-to-access-your-integrated-erp-data-using-integration\/","title":{"rendered":"Restrict Sage CRM user to access your integrated ERP data using Integration"},"content":{"rendered":"

Customer Relationship Management (CRM) provides important business functionality to marketing, sales, service and other processes involving customer and employee interactions. It’s Integration with Enterprise Resource Planning (ERP) or accounting systems, eCommerce platforms, lifecycle management systems and collaboration and communication systems allows interactions and exchange of information that are integral part of an Organization systems. But when information passes between systems, sensitive data and activities are exposed to the possibility of unintentional disclosure, theft, denial-of-service and other security threats.<\/p>\n

In a large organization, all the tasks are distributed among departments or between groups of peoples where they are supposed to do few tasks repetitively.\u00a0\u00a0 For example, a departments who updates customer information in the system OR employees who are supposed to update confirm orders in Sage CRM and so on. In such cases, each department or group of people doesn\u2019t require all the rights to access integrated information. \u00a0Many times there are various reports like Cost Vs Sales, Sales history reports, revenue reports which are generally require by managers and should not be accessible to normal users.<\/p>\n

\"shutterstock_159960011\"<\/a><\/p>\n

In such cases, it is very important to have security feature present in the integration so that system administrator can provide restrictive access to all the other CRM users from accessing integrated ERP and other system data.\u00a0 System administrator can allow\/deny accessing particular integration functionality to different CRM users.<\/p>\n

For Sage CRM, we have many integration products available in the market where we integrate Sage CRM with other ERP system along with other technical platform like accounting systems or eCommerce platforms.\u00a0 All these integration contains many features like Import Customer, Promote customer, Promote Order, View Order Inquiry, View AR inquiry, view Sales history data etc.<\/p>\n

Greytrix GUMUTM<\/sup> Integration is a middleware platform that ensures the capability for a secure CRM integration environment. Here, we have provide feature called \u201cSecurity matrix<\/a> \u201cwhere admin Sage CRM can restrict access of information to various Sage CRM users.<\/p>\n

Greytrix<\/a>\u00a0have some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage ERP X3<\/a>,\u00a0Sage 100 ERP<\/a>,\u00a0Sage 500 ERP<\/a>,\u00a0Sage 300 ERP<\/a>,\u00a0Sage 50 ERP (US edition<\/a>)). It also offers best-in-class\u00a0Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.<\/p>\n

To know more about the solution or information related to Sage CRM integration with third party solutions please contact\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

Customer Relationship Management (CRM) provides important business functionality to marketing, sales, service and other processes involving customer and employee interactions. It’s Integration with Enterprise Resource Planning (ERP) or accounting systems, eCommerce platforms, lifecycle management systems and collaboration and communication systems allows interactions and exchange of information that are integral part of an Organization systems. But\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[1258,1937,2010,2254],"class_list":["post-10943","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-gumu-integration","tag-restrict-sage-crm-access","tag-sage-crm","tag-security-matrix"],"yoast_head":"\nRestrict Sage CRM user to access your integrated ERP data using Integration - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/09\/10\/restrict-sage-crm-user-to-access-your-integrated-erp-data-using-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Restrict Sage CRM user to access your integrated ERP data using Integration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Customer Relationship Management (CRM) provides important business functionality to marketing, sales, service and other processes involving customer and employee interactions. It’s Integration with Enterprise Resource Planning (ERP) or accounting systems, eCommerce platforms, lifecycle management systems and collaboration and communication systems allows interactions and exchange of information that are integral part of an Organization systems. 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