Goldmine Sage Link 
Goldmine Sage Link (tripleXchange) Sage solutions will integrate your accounting and your marketing, sales and customer support, improving your efficiency and effectiveness.
"Since the installation of GoldMine Sage Link
- TripleXchange, our sales team have instant access to the financial status
of every client. They can create sales orders, invoices and have instant
access to historical financial information all from the CRM screen.
This solution has made a real impact on the way we do business."
By Bill Smart, Creative Director Drummond Media Group
Add a new dimension to your business by comprehensively linking your back office accounting data (Sage Line 50 / Line 100) to front office (CRM) sales and customer related data with GoldMine.
Create sales orders, invoices and even back to back purchase orders directly from Goldmine!
- Keep yourself informed about your customers with the consolidated accounts view
- Maintain the integrity of the accounting and CRM databases with the synchronisation module
- Keep your customers informed and in check with powerful credit control features
Consolidated display of account details
Important financial data is available in many different forms. Simply find a contact in GoldMine and the Goldmine sage link can automatically link the accounts data for you. View:
- All customer/supplier contact details
- Turnover
- Credit analysis
- Balances
- Sales and purchase order status and drill down to any order or invoice
- Stock levels and prices
- Graphical analysis of sales, balances etc
Account creation via business rules
TripleXchange can create accounts in Sage from GoldMine automatically, using a powerful set of user-defined business rules.
Sales quote/order processing, invoicing
- Create quotes and proformas in Sage and schedule a forecasted sale in GoldMine
- Creating a sales order or invoice for: Credit analysis, Write a transaction in Sage and Complete a GoldMine forecasted sale
- Create a sales history activity record
- Print sales orders/invoices using the company data extracted from Sage
- Fax orders or invoices straight to an automatic fax system using embedded header fields, or email them as either a HTML email or as an attached PDF file.
Credit card processing
- Validate credit card details
- Create a validated export file for bank authorisation
- Import 'bank authorised' credit card data
- Change status and release sales order for dispatch
- Update sales order/invoice with authorisation details
Purchase order processing
- Creating a purchase order to Write a transaction in Sage and Create a history activity record
- Purchases can be shown as negative sales or other activities
- Print purchase orders using the company data extracted from Sage
- Fax or email orders.
Back-to-back order processing
- Create back-to-back purchase orders using a simple wizard
- Create a sales order and select "Create PO" on the sales order form
- The wizard will show the supplier for each item on the sales order
- When the purchase orders are created, the sales order number and customer account ref are written to the job reference field
- In addition, each item line in the sales order is updated with the supplier account reference and PO number
Scheduler
- Schedule activities and tracks in GoldMine from status information within Sage
- Schedule calls, send email messages or add an automatic process for any user
- Define criteria such as "over credit limit" or "invoices over 30 days" and schedule an activity to keep you on top of your credit control.
Synchronisation module
- Map any field in GoldMine (including user defined) to any customers and suppliers fields in Sage
- Remote GoldMine users can benefit from this accounting data without the need to connect to Sage directly, using Goldsync or GoldMine EveryWhere.
- Automatic synchronisation can be set to cycle through the accounts records and update GoldMine fields by current contact or multiple contacts within several companies
- TripleXchange can also create any contact that does not exist in GoldMine
Transaction Synchronisation
TripleXchange can synchronise sales/purchase orders and invoices, including all line items, into the detail records of GoldMine
- Select the sync server from the menu option
- Choose sales/purchase orders and invoices
- Select a cutoff date as required
- Run the synchronisation server
- View the transaction detail records using the transaction viewer
Multi-company database support
TripleXchange can, by Sage company, link any number of Sage databses to any number of GoldMine databses; or any number of Sage databases to a single copy of GoldMine. Multi-user access rights TripleXchange has a very comprehensive user access rights policy, in addition to the Sage and GoldMine user rights, TripleXchange can be configured to allow or prevent read/write access for every feature in the system