Case Study: Source Technologies achieves centralized sales and customer data with Sage CRM

Source Technologies centralizes sales and customer data with Sage CRM

Source Technologies Inc., a Charlotte-based provider of MICR hardware that recently added a web-based check-printing software offering, faced growing sales complexity and fragmented customer information. The company needed an up-to-date, scalable accounting and CRM solution to handle detailed project accounting, complex sales orders and to centralize customer and sales data so everyone in the enterprise could access a single, consolidated customer record.

By implementing Sage CRM with Sage 300 ERP integration, Source centralized sales and customer data into a shared, web-accessible database with real-time contact and calendar information. The solution improved customer service, sales efficiency, forecasting accuracy and inventory control—and delivered an immediate return on investment thanks to out-of-the-box integration.

Source Technologies

Tim Baker

Director of Information Systems