Self Service Portal for Sage 100

SELF SERVICE PORTAL FOR SAGE 100

HOW TO IMPROVE THE CUSTOMER EXPERIENCE

Last year, Sage announced that eBusiness Manager and eBusiness Web Services would no longer be offered to new Sage 100 customers. Luckily, there’s an alternative platform Sage recommends to businesses that want to offer their customers a self-service portal to check order status, get shipping updates, make online payments, and more. Here’s a closer look.

First Things First …

Before reviewing the alternative customer portal platform for Sage 100, let’s clarify the announce- ment that as of May 1, 2023, eBusiness Manager and eBusiness Web Services is no longer offered or sold to new Sage 100 customers. However, customers with existing subscriptions to eBusiness Manager or eBusiness Web Services will continue to receive support and are also able to renew their subscriptions, ensuring continuity of service for those already using these offerings.

Introducing Sage 100 Customer Portal by CIMcloud

Moving forward, Sage recommends CIMcloud which offers a platform that provides your custom- ers with a smooth self-service experience, providing online access to orders, shipments, and invoices as well as make online payments. Plus, CIMcloud leverages your existing ERP data and features a unique “out-of-the-box” integration with Sage 100.

Key Features and Benefits

Some key features and benefits of the Sage 100 customer portal include:

Track Orders and Shipments

Enable your customers to view order status, items on back order, shipments, tracking numbers, and more at a time that’s convenient for them and without waiting on hold with customer service.

View Statements and Invoices

Provide customers with an up-to-date summary of their account including an aging report, open orders, open invoices, and adjustments.

Make Online Payments

Provide customers with the ability to pay online by credit card or ACH, as well as track payments and credits. Plus, the bi-directional integration with Sage 100 means your accounting and finance teams are updated when payments are received.

Get Full Details

Visit the Sage Marketplace if you’d like to learn more about the Sage 100 customer portal, take a product tour, or request a demo.