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KnowledgeSync Education Bulletin:   Week 4
Leading the Way in Business Activity Monitoring


Sage KnowledgeSync - Tips for Sage CRM SalesLogix
Using KnowledgeSync to Link Multiple Sage Applications


Welcome to week #4 of the KnowledgeSync Educational Bulletin for Business Partners and clients who are using Sage KnowledgeSync with the SalesLogix CRM application.

This week's question:

A couple weeks ago you showed how an event can match the sender of an email with a contact record in SalesLogix. Can the same logic be applied to match a record from a Sage financial application (e.g., Sage MAS 90) with a record in SalesLogix? (I want to notify an account manager when a client's credit status changes, but the credit info is in MAS 90 and the account manager's email address is in SalesLogix.)

Answer:

Yes - the same logic would apply. Your event would have 2 queries - one that looks at the MAS 90 database, and one that looks at the SalesLogix database. And you would use a "common" field of data - such as account number or contact email address - to link the queries together.

In your scenario, your first query would look for a change to the value of the customer's credit status, and the second query would match the MAS 90 customer record to the corresponding SalesLogix customer record.

The event could then send out alerts that include details from both MAS 90 and SalesLogix (including the ability to notify the SalesLogix account manager). The event could update the contact's history in SalesLogix with the details of the credit status change (including the "old" and "new" credit values), and it could schedule an intelligent follow-up activity in SalesLogix.

Vineyardsoft has sample EventPaks that illustrate this for SalesLogix, ACT! by Sage, and Sage CRM along with Sage MAS90, 200, and MAS 500 ERP, and Sage Timberline Office. If you'd like to receive one (or more) of these paks, simply send us an email: info@vineyardsoft.com and make sure to specify the CRM application as well as the Financial application that you're interested in linking.

As always, thanks for your support and promotion of the Sage KnowledgeSync solution.

Vineyardsoft Corporation
1-800-850-8055
info@vineyardsoft.com
www.vineyardsoft.com


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