Products

By: Mbi Systems  09-12-2011
Keywords: Data Transformation, Accounting Information,

Inaport provides full support for Sage SalesLogix version 6.x and 7.x.  It is the fastest, easiest, and most cost effective way to perform tasks such as:

  • Import contact or lead information from Excel, Access, text files or web site, using simple or sophisticated matching techniques to prevent duplicates.
  • Import accounting information about Accounts or Contacts; for example, order history, current sales, year to date summary information. Extensive data transformation capabilites with user preview ensure that the data is presented in the format required.
  • Export contact information to be verified by a tele-marketing operation, then updating the SalesLogix system with the results.
  • Synchronize CRM information with corporate ERP systems.

Keywords: Accounting Information, Data Transformation,

Other products and services from Mbi Systems

09-12-2011

Sage Migrator

Record ownership can be correctly mapped from the source to the target ensuring that account security and visibility rules are maintained in the new system. The engine provides the core functionality for connecting to a data source, transforming the data, and mapping and matching to target. In addition, it is possible to customize Sage Migrator to move customized data, or to exclude data that should not be brought across.


09-12-2011

About Sage Software

Sage Software supports the needs, dreams, and challenges of small and midsized businesses by offering leading business management products and services. More than 2.8 million* North American small and midsized businesses currently rely on Sage Software applications. Sage Software is the North American business of UK-based The Sage Group plc.


09-12-2011

Features

Analyze sales campaigns, pipeline efficiency, revenue by lead source, and more. Track all customer interactions and add files, notes, or literature requests. Generate sales proposals automatically reflecting native customer currency. Record competitor product information as well as strengths and weaknesses. Assign ownership, establish account hierarchies, and track lead sources.


09-12-2011

Inaport

Extensive data transformation capabilites with user preview ensure that the data is presented in the format required. Export contact information to be verified by a tele-marketing operation, then update the CRM system with the results. Is the premier Customer Data Integration solution from InaPlex, with full support for Sage SalesLogix. Much more powerful matching capabilities: prevent duplicates before they come in.


09-12-2011

Inaplex Inaport

Our products have been designed to ensure that CRM systems deliver the right information, in the right format, to the right people, and at the right time - enabling businesses to profit fully from the entire CRM investment. Sage Migrator provides a powerful, yet flexible, solution for migration across the entire range of Sage CRM Solutions. InaPlex develops data migration, data integration, and data cleansing solutions for leading CRM systems.