Your Sage CRM Expert - My CRM Manager

We specialize in Sage CRM implementations and services. Sage CRM is highly customizable, incredibly fast, and very extendible to meet all your organizational needs.

Search Sage CRM News

What is Sage CRM?

Recent CRM News

Linking a Serial Number from Sage 100 to a CRM Case

July 1, 2021
Uncategorized

In this video with Sage CRM Project Manager April Braun, she shows how, in one of her projects, we are allowing the CRM user to link a Serial Number from within Sage 100 to a Sage CRM Case.

The key benefit here is that the user does not have to physically log in to Sage 100 to grab the serial number. The video also covers linking an RMA number to a case. Sage CRM is a very practical tool for managing all customer service issues. This can be RMAs or otherwise.

April and our other project managers do wonderful things with Sage CRM – an often completely random. Sage CRM is so flexible and this snippet from one of April’s many projects is a good example.

Related CRM News

GUMU™ Sage 100 User Experience 2021

So much has changed with the Sage 100 integration over the past year that I needed to update the User Experience video. The updated version

Accelerator 2021

Accelerator – the advanced integration between Sage CRM and MS Outlook has just released their version 2021. This is a very significant release. Below is

My CRM Manager now an official distributor for s5Maps

April 30th, 2021. My CRM Manager is proud to announce that we are now an official distributor for s5Maps. What does this mean? s5Maps has

Outbound Email User Delegation

If your Sage CRM system has been configured for Outbound email AND users have 365 accounts, then whenever a new CRM user gets added, whomever

GUMU™ Sage 100 Sage CRM Enhancements Winter 2024

There has been of flurry of feature enhancements to Greytrix’s GUMU™ Sage 100 CRM integration over the past few months. Rolling 12 months Relocation of

MCM 2023 in Review

What were the biggest things at My CRM Manager in 2023? The GUMU™ Sage 100 Sage CRM// Huge growth with the GUMU™ Sage 100 Sage

Greytrix and MCM

In North America, My CRM Manager represents Greytrix for their GUMU™ integrations to Salesforce and Sage CRM. And, on Friday, Feb 2nd, I (Dan) met

Sage 100 CRM Job Costing

While there isn’t a default integration between Sage CRM and Sage 100, it is do-able and we have done this a couple of different ways

Accelerator: Modifying your Outlook Ribbon

Not seeing all the Accelerator features from your Outlook? This can be corrected by modifying your Outlook Ribbon. Watch this 2-minute video below! Everything you

©2024 – My CRM Manger is operated by Dan Cousins & Associates Inc. All rights reserved. Sage Software, the Sage Software logos, and the Sage Software product and service names mentioned herein are registered trademarks or trademarks of Sage Software Inc., or its affiliated entities. All other trademarks are property of their respective owners. This website is owned by Dan Cousins & Associates Inc. and is independent from Sage Software Inc. and is not authorized to make any statement, representation or warranties or grant any license or permission on behalf of Sage Software Inc. regarding any product, service or website content. Certain materials made available on or through this website are owned by Sage Software Inc. and cannot be used without the prior written permission of Sage Software Inc. My CRM Manager – Dan Cousins & Associates Inc.

Schedule A Demo