Sage V11, having an interface to Excel, facilitates access to the records businesses keep for tax purposes. Due to the comprehensive nature of Sage, keeping both product and customer information in addition to financial information, the Sage database can be mined for CRM information.
The database lies within the Accdata folder of the Accounts folder of Sage within the Program Files folder. On a network this can be shared but needs to be shared read-write. In order to access the database after starting Excel click on Sage and Select company. A box appears with a button Look For Another Company, click on this and navigate to the networked Accounts folder and then to Accdata. Click on the SETUP.DTA file.

Once a link has been used the company will be remembered in the Company drop-down list and recalled from the drop-down.

• Sage and CRM
• Sage and Inventory Management