Plugins

Sage X3 Advanced Telesales

The Advanced Telesales functionality is designed to maximise sales opportunities at every step of the ordering process. The Plugin makes it easier to generate more sales by automatically prompting Sage X3 users when processing orders over the phone.

Sage Platinum Club Winner

20+ Years Experience

UK + North America

First UK Sage X3 Partner

Sage X3 · Sales Order*

Northgate Retail Ltd

SO-04821 · Telesales · Live

Order value

£878

Cross-sell

128GB Memory Card

+£39

* Not the actual solution — illustrative only

Who is this for?

Businesses that process sales orders over the phone and want to improve their order taking efficiency

What will you gain?

Maximised sales opportunities through increased transaction value and order volume

Where would you find me?

Many aspects of this Plugin will appear automatically throughout Sage X3’s sales order process

Inside the plugin

Everything from one screen — Sales Order Entry.

The Advanced Telesales functionality gives Sage X3 users easy access to a wide range of additional capabilities from within Sales Order creation — without ever leaving the order screen.

Sage Copilot for X3

Suggests products related to what the customer is buying — a memory card with a digital camera — so reps offer the right add-on without searching. Conversation stays seamless and professional, and order value rises.

Missed Products / Order History

On every new order from an existing customer, Sage X3 checks their order history — weekly, monthly or quarterly — and surfaces regularly ordered items they’ve left off, so nothing routine is ever missed.

Product Substitutions

Browse the full chain of supersessions and pick the version that best suits the customer, instead of defaulting to the latest. Ideal for seasonal ranges or products that update often.

Product Alternatives

When an item is out of stock, Sage X3 offers a list of available alternatives — so the customer isn’t lost to another supplier and your stock is used to its full potential.

Monthly Spend

A new tab in Sales Order Entry shows each customer’s spending pattern as a live, real-time bar chart over an adjustable timescale — spot seasonality and act on it before the market does.

Additional Fields

Surface Credit Limit and Current Balance right on the sales order — understand a customer’s credit position before processing, prompt on overdue payments, or trigger a pro-forma process.

See it in Sage X3

Built into the screens your team already use.

Monthly Spend

Real-time customer spend, charted in the order screen.

Product Substitutions

Browsing the chain of supersessions inside the order.

Built around common industry challenges, Advanced Telesales keeps your team prompted with opportunities to increase order value at every step — driving overall profitability.

Developed by Mysoft.
To Enhance Your Sage X3.

Our team of specialists have developed a number of ready-to-use components to maximise your value of Sage X3.

Sage X3 Advanced Telesales

Who is this for?

What will you gain?

Where would you find me?

Everything from one screen — Sales Order Entry.

Sage Copilot for X3

Missed Products / Order History

Product Substitutions

Product Alternatives

Monthly Spend

Additional Fields

Built into the screens your team already use.

Built around common industry challenges, Advanced Telesales keeps your team prompted with opportunities to increase order value at every step — driving overall profitability.

Developed by Mysoft. To Enhance Your Sage X3.

Sage X3 Advanced Telesales

Sage X3 Carrier Interface

Sage X3 Diary Notes

Sage X3 E-commerce

Sage X3 EDI

Sage X3 Exchange Rate

Sage X3 Postcode Address Look-up

Sage X3 Purchase Invoice Approval

Sage X3 Reforestation As A Service (RAAS)

Sage X3 Sales History

Sage X3 Stock Situation

Sage X3 Advanced Telesales

Sage X3 Carrier Interface

Sage X3 Diary Notes

Sage X3 E-commerce

Sage X3 EDI

Sage X3 Exchange Rate

Sage X3 Postcode Address Look-up

Sage X3 Purchase Invoice Approval

Sage X3 Reforestation As A Service (RAAS)

Sage X3 Sales History

Sage X3 Stock Situation

Ready to build the infrastructure your next chapter actually needs?

Developed by Mysoft.
To Enhance Your Sage X3.