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Sage ERP X3 is Powerful, Flexible, and Cost-effective The Smart Choice for Midsized Businesses

Sage ERP X3 as a Champion

IT Analyst Firm Recognizes Sage ERP X3 as a Champion

Info-Tech Research Group, the fastest-growing North American IT analyst firm, positioned Sage ERP X3 as a Champion in its annual ERP Vendor Landscape Report. Rated against several enterprise resource planning (ERP) vendors in the marketplace, Sage ERP X3 was recommended as the solution that "addresses the needs of a flexible business."

"Sage ERP X3’s strong adaptability and web-native architecture allows for collaboration with partners, suppliers and customers to facilitate multisite, multicountry deployments with detailed configuration requirements." George Goodall, senior research analyst, Info-Tech Research Group
 Sage ERP X3  InfoTech Landscape resized 600

What Sets Sage ERP X3 Apart

The comprehensive report assesses vendors by the strength of their product offerings and their strategy for the enterprise. These are a few of the features that set Sage ERP X3 apart from other solutions.

Adaptability: Sage ERP X3 easily adapts to a business’ and organization’s needs today while providing tremendous capabilities to adapt to change and support growth over time.

Flexibility: The web-native architecture makes collaboration easier than ever before. Distributors, customers, suppliers, and partners can access information conveniently wherever they are over a web browser.

Extensibility: Sage ERP X3 provides the functionality a company needs to grow and control operations in multiple countries. It supports multiple languages, currencies, companies, sites, and legislations.



Sage ERP X3 and Infor CRM (Saleslogix) Integration Capabilities

There are five key benefits that Infor CRM (SalesLogix) customers and users will enjoy because of this new approach to integration, and the technology that supports it: 

Worry-free Upgrades

The integration contract provides the ability for customers to upgrade either their Sage SalesLogix or their X3 applications without breaking the integration. As each product introduces new versions, the releases are tested to ensure compatibility with the contract. Since the contract stays the same, the products can continue to communicate with each other.

Real-time access to X3 data

Sage SalesLogix users can better serve customers and prospects through real-time access to their X3 data. Real-time Data Views are views in SalesLogix that query the ERP system for data every time the form is refreshed. We have built real-time data views for sales orders, invoices, payments and other account-related information.

Rich ERP functionality simplified and accessible to the Sage SalesLogix user

Cross-application workflows allow CRM users to complete tasks that would otherwise be done using the ERP system. For example, SalesLogix users can submit an account to the ERP system, and wait for the ERP system to accept it. The ERP system can run checks to make sure the record should be created in the ERP system, before accepting it. Cross-application workflows allow the complexity of the ERP system to be hidden from CRM users.

Linked and Synchronized data

Synchronization of data for offline access, reporting or other needs that require the flexibility of having the data in SalesLogix. Each ERP system can synchronize data with SalesLogix. This includes accounts, contacts, products, sales orders, quotes and other ERP information. The information can be synchronized one-way or two-way, and the entities that are synchronized may vary depending on the adapter that the ERP product has built.

More products integrated to SalesLogix

Saleslogix users will benefit from the integration from Sage X3 if they choose to use this ERP product, however, the CRM Integration Contract will be leveraged by many Sage ERP products, as well as other Sage and non-Sage products. As more and more products build their adapters to the contract, Saleslogix customers will benefit from more choices to enhance the SalesLogix experience.

Sage X3 will be the first Sage ERP application available in North America to integrate to Saleslogix through the contract. The integration represents many significant business benefits for our customers It is important to understand these benefits and how they can simplify your life.

The SData integration contract is truly an innovation, and represents the experience and knowledge that Sage has gained by integrating its products over the years.

More detail on the "New and exciting opportunities for SalesLogix through Sdata and CRM Integration Contract"...


So, what do you get with the CRM Integration Contract based integration between X3 and Saleslogix?

Two-way synchronization of the following entities in Saleslogix

  1. Accounts
  2. Contacts
  3. Sub-entities for accounts and contacts, including addresses, phone numbers and e-mail addresses are also synchronized

One-way synchronization (X3 to Saleslogix) of the following entities in Saleslogix

  1. Products

Multi-point integration: Synchronization will work with multiple instances of Saleslogix and/or X3, and multiple operating companies within X3. Saleslogix only needs to have an account in the system once, but can link that account to all the other X3 and Saleslogix databases that are linked through the integration.

Account Promotion: Ability to promote an account to ERP as a customer or as a prospect.

Product Catalog View: Ability to see X3 products listed in the Saleslogix Products main view.

Real-time Data Views: For each account, users can see ERP information in real-time for sales orders, invoices, payments, deliveries and more.

Sales Orders: Ability to create, view and edit orders through X3 forms. Orders are created directly in X3 using an X3 form that Saleslogix pops open when the user wants to create a new order or edit an existing one.

Quotes: In addition to the Sales Orders, the ability to create and edit quotes through X3 forms is being added.


Cohesive ERP Integration

The new functionality defined in the Global CRM contract signals a change in our approach to integrations. For the first time all three CRM products are developing the same integration features, using the same technologies and APIs. We have defined the features and the API in this common document – the Global CRM contract. The contract defines the functionality that the ERP team needs to develop in order to use the common integration features.  


Because all CRM teams are developing the same features, and because we are all using the same “contract”, this means that any ERP team which supports the contract only needs to develop a single interface to be able to integrate with all three CRM applications.

It’s even better than that. The technology that we are using is the newly defined Sage Data (SData) protocol which is being adopted across Sage as an interoperability standard. This means that as ERP teams develop SData feeds to support the Global CRM contract they are opening up their product, perhaps for the first time, to a wide variety of potential new interop functionality – BI, reporting, data export, import, integrations, add-ons, etc.

More on the Sage Global CRM Integration Contract...


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