Agile CRM is one of the leading cloud-based Customer Relationship Management systems today. Currently, there is no out of the box CRM integration with Stone Edge Order Manager. With this integration, data can be exchanged automatically between Stone Edge and Agile CRM so that customer sales data on Agile CRM is always fresh. With this information available, you’ll be able to better evaluate your customer sales and lead generation performance.
- Tie customers in Stone with Customers in Agile CRM automatically based on email address.
- As order data is changed in Stone Edge, information is automatically sent to Agile CRM. This information includes the following but is not limited to the following fields:
What is it?
Where it’s located
|SEOM customer ID||Contact SEOM Customer Identifier||Customer ID|
|Recency||Most Recent Order Date||Calculated|
|Total Number of Orders||Total number of orders for this customer||Calculated|
|Average Order size||Average Order size (In dollars)||Calculated|
|Total Revenue||Total revenue (in dollars) for this customer.||Calculated|
|1st Order Date||Date of first order from customer||Calculated|
|Customer Notes||From Notes table – Type = C||Query on Notes table|
|Any Stone Edge Custom Fields!||Custom fields||Either in customer, orders or order details|
- Software updates include any bug fixes and software enhancements
- Support includes troubleshooting / fixing any software bugs that might arise in the application. Support doesn’t include troubleshooting and fixing anything outside of the Jet Integration. Examples:
- Anything system related – Out of hard drive space, hard drives crashes, files accidently deleted, etc. affecting the software’s ability to function.
- SEOM data related issues – Configuration issues – SKUs, shopping carts, etc.
- Monthly Subscription
- Monthly Subscription – $30/month
- Perpetual License
- Available for $750. Yearly Software Assurance available for $200/ year. (First year included for free)
- Version 5.9 to most current Standard or Enterprise version of Stone Edge
- Subscription to Agile CRM https://www.agilecrm.com/