Sales Marketing and Service for Sage 200

Sage Help Centre

Sales Marketing and Service is a brand new module for Sage 200 and represents a new way of connecting your Sage 200 data such as customer activity with your sales and marketing data. The new module gives you greater freedom and allows you to connect to different versions of Sage 200 Extra. What's more, you can choose to upgrade either program without having to upgrade the other. Sales Marketing and Service opens up a variety of new opportunities for you and your customers!

Need to contact us?

We hope you'll find everything you need right here in the Resource Centre. If not, don't worry, you still contact us as normal in the usual ways:

If you wish to update or create a new incident online, you'll need to use Incident Manager to raise your query.

Or you can contact the Sage Support team on the phone between 09:00 - 17:00 Monday to Friday.

Have you visited the Community?

Sales Marketing and Service uses CRM Connector technology to link up with Sage 200 Extra. We've teamed up with our colleagues at the Sage CRM Community to provide you with the ability to post comments and topics about how to use the Connector to get the most from the software. Select the Forum Discussions tab above to find out more!

 

Software downloads

Downloads for Sales Marketing and Service not for 200c Professional (the connector for 200c will be available shortly) contain both the program and the Connector installation. If you already have the software installed and require only the Connector, you can choose to download this separately below.

Tip: Remember, you can use Sales Marketing and Service 7.3 with any version of Sage 200 from 2011 to 2016 or with Sage 200c Professional. If you're migrating from Sage 200 CRM to Sales, Marketing and Service, you must be using Sage 200 Extra 2016 before you begin the migration.

Item Download
Sales, Marketing and Service for Sage 200c Professional Download
Sales, Marketing and Service for Sage 200 Extra 2013 to 2016 Download
Sales, Marketing and Service for Sage 200 Extra 2011 Download
Connector for Sales Marketing and Service (v4.1 Connector only) Download
Connector v4.1 - Desktop client Download
Connector v4.1 - Manufacturing assemblies Download
Connector for Sales Marketing and Service (v3.1 Connector only) Download
Migration Pack for migrating from Sage 200 CRM Download

Documentation

Item Download
Deployment and Installation Website Guide - CRM Connector v4.1 Website
Deployment and Installation PDF Guide - CRM Connector v4.1 PDF
Deployment and Installation Guide (Sage 200 Extra 2013 and above) Download
Deployment and Installation Guide (Sage 200 Extra 2011) Download
Leveraging connections to proxy items in the CRM interface Download
Removing common data Download
Migration Guide - Sage 200 CRM 7.3 to Sales, Marketing and Service Download

Selected Ask Sage content

Title Article number and link
Setting up the connection to Sage 200 from Sales Marketing and Service 34436
How to select the Sage 200 companies to synchronise with in Sales Marketing and Service 34437
Extending the Create Sales Order screen in Sales, Marketing and Service 34440
Sales, Marketing and Service FAQs 34441
Using the Account Migration Service in Sales, Marketing and Services 34442
Adding additional fields to the Company Summary screen in Sales, Marketing and Service 34443
How to enable bi-directional synchronisation in Sales, Marketing and Service for Sage 200 34698

Sales Marketing and Service uses Sage CRM Connector technology which is also used by other Sage software such as Sage X3.

The Connector uses open-source scripting to determine what information is passed over from Sage 200 Extra and some files can be amended by developers to change and enhance the amount of data that is surfaced in Sales Marketing and Service.

There's an array of knowledge, information and discussion about the Connector available on the Community. Sage Business Partners and Developers can log in to the community and chat with fellow users in the forums.

Access the Community here.

You'll be prompted to register if you have not previously done so.

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