Sage CRM Development and Integration Services

Sage CRM Add-on Testing: Empowering Businesses, Enriching Relationships

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Built on Sage CRM by engineers who understand the ERP back end

CI Global provides Sage CRM development and integration services for businesses and software products built on the platform. Our engineers develop custom workflows, build integrations with Sage ERP back ends, connect third-party marketing and support tools, and handle data migrations. We understand the Sage CRM component framework, its ERP synchronization logic, and the customization points that are stable across upgrades. AI tools assist with development, field mapping, and test generation. Our engineers own every build.

What we solve in Sage CRM engagements

Disjointed Customer Data

Disjointed Customer Data

Our Sage CRM Integration Solution centralizes customer data, making it easily accessible and reducing errors.

Inefficient Sales Processes

Inefficient Sales Processes

Our solutions automate repetitive tasks, streamline workflows, and provide real-time insights, empowering sales teams to work more efficiently and improve customer relationships.

Limited Customer Insights

Limited Customer Insights

Through data analysis and reporting, businesses gain a better understanding of their customers, enabling them to tailor marketing strategies and improve customer experiences.

Low Marketing ROI

Low Marketing ROI

Our solutions enable targeted marketing campaigns based on customer insights, track campaign performance, and provide actionable data for improving marketing strategies.

Ineffective collaboration

Ineffective collaboration

We facilitate seamless communication and data sharing between teams, breaking down silos and improving collaboration for better business outcomes.

ERP Synchronization

ERP Synchronization

Sage CRM's ERP sync configured incorrectly means sales and finance work with different views of the same customer. Getting it right requires domain judgment. Our engineers own the configuration and know where the decisions matter most.

Workflow Customization

Workflow Customization

Out-of-the-box Sage CRM workflows rarely match how a sales or service team actually operates. AI assists with scaffolding and initial workflow generation. Our engineers build custom workflows that reflect real processes within the platform's upgrade-safe customization model.

Third-party Integration

Third-party Integration

Connecting Sage CRM to marketing automation or support platforms requires bridging data models that were not designed to align. AI assists with field mapping suggestions. Our engineers validate both sides and own the integration logic.

CI Global’s Approach

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Unified View

Centralizes customer information, providing a unified view for better decision-making and personalized interactions.

Sales Automation

Automates sales workflows, from lead management to deal closure, improving sales cycles, efficiency and visibility.

Advanced Analytics

Offers advanced analytics tools to gain valuable insights into customer behavior, enabling targeted marketing and better service.

Customer Support

Includes customer service and support features, enabling businesses to resolve issues faster and enhance customer satisfaction

Marketing Integration

Integrates with marketing automation tools, enabling businesses to track campaign performance and optimize marketing efforts.

Our Offerings

Custom workflows within the Sage CRM framework. AI assists with scaffolding. Engineers own every build.

Connected to ERP and third-party platforms. AI assists with field mapping. Engineers own go-live.

AI assists with profiling. Engineers own mapping and sign-off.
our-offering

Industries

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Agriculture

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FMCG

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Hospitality

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HRMS & Payroll

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Logistics & Distribution

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Manufacturing

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Poultry

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Retail

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Services

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Sports & Entertainment

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Wine & Beverage

What Our Clients Say

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Thank you for your deliverables. You have designed the Payment Requisition Manager application very well. Your team has done an excellent job in this complex solution that integrates with Primavera Contract Manager for Constructions. Please convey my appreciations to your team members.

Axis Global Partner

Canada

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Excellent! By the way, Great job! You have done some excellent work. I know it was a challenge. I have been telling all my team and business partners how pleased I am:) I hope it gets you and your team a ton more opportunities!

Paytelligence

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Great job everyone!!! Thanks team for staying late and finishing this to meet/beat our deadline. Great teamwork.

Sage Software

Insights

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