Sage CRM Administrator – is this necessary?

Our standard MO is to strongly recommend that clients have a designated internal ‘Point Person’ to help with training and support issues. We take a train-the-trainer approach and this point person is the trainer. A full breakdown of this role is found on this page and also referenced in the video on our Planning for a CRM project page.

Back to the topic – is having such a person necessary? 

Yes, and the better the individual the more successful your strategy will be. CRM projects can be massively successful, meh or worse. You can avoid adoption issues to a great degree by making the system unavoidable (read more) but still, massive success requires adequate support systems and your point person is generally a key ingredient of those support systems.

Sage 500 CRM

Greytrix publishes an integration with Sage 500. It uses the same GUMU architecture as Greytrix’s integrations with 100, X3, and Intacct.  And while it does not have the same depth as the Sage 100 integration, it is pretty good, providing for customer integration AND the ability to create Orders from Sage CRM’s web-accessible interface that can be promoted directly into Sage 500’s Order Module. 

A full write-up is found on the Sage 500 CRM page of the My CRM Manager website.

Ian McFarlan

Over the past 18-months (since COVID started), My CRM Manager has gone deep into improving our website and web presence. This has included rebranding, re-doing the website, and creating oodles of content. 

Ian McFarlan (www.mcfarlan.ca) has been instrumental in facilitating this change. In the video below, Ian goes over his process. I strongly working with Ian. He is the best.

Note – Ian has been our website person for the past 7 years. The big turning point in our relationship was when I asked him ‘what he would do if he were me‘. Glad I asked.

Image Gallery

Centra CRM’s new Image Gallery utility makes it super easy to view images from Sage CRM. For organizations that use images in their day-to-day, this add-on makes Sage CRM even more practical. 

A full write-up including a 2-minute overview video can be found on the Image Gallery page of the My CRM Manager website

Quick Start Implementation SUCCESS!

Earlier this summer we started promoting a Quick Start Implementation Package for Sage CRM. The idea being, instead of getting CRM doing absolutely everything the client needs upfront, let’s get them up and running quickly and then work on modifications after. This does not apply in every situation, but it sure is a practical approach for many organizations.  

It is one of those things where… it is obvious now, but why did it take us so long to have this offering (a-duh). It is going really well. Definitely, it will evolve, but it is clearly (now) an important offer to have for many of the companies that approach us.

You can learn more about the Quick Start Implementation Package by (a) calling me, or (b) visiting the Quick Start page on the My CRM Manager website.

CS3 Smart Talk / September 16th – CRM DEEP DIVE!

The good people at CS3 have invited me to be a speaker at their September 16th ‘Smart Talk’ user group meeting

Super excited to have the opportunity to get to work with Cs3.  But also, the session will cover both Sage CRM and the CRM features within Acumatica. oh boy!

If you are a Sage 100 or 300 partner and have a similar type of event, all you have to do is ask. I can definitely help your group drive interest in Sage CRM.

Adoption Dashboard

Our Adoption dashboard is applied with almost every installation of Sage CRM. It provides key indicators related to who is using the system (and not) and how well. 

It covers the basics of who is creating companies, people, and communications. For communications, it has some slick metrics such as which accounts users have recorded communications under (or not) over a rolling 30-day period.

Communication Statistics

Often, clients use Sage CRM to record communications relative to a Company, Person, Opportunity, Case (Job), etc. These can be meetings, calls, emails (in or out), or otherwise. Remember, Sage CRM is fundamentally a communications system.

Our Communication statistics code makes it very easy to measure how often (or not) users record these interactions. 

This image shows fields on the Company summary screen that reflects data from the communications tab. And the information collected is often used in reports and dashboards. For example in certain reports that display in the Adoption Dashboard. 

Communication Statistics B

How inquiries are managed at MCM

Yes of course we us Sage CRM and we do strive for transparency!

All of the companies that we encounter get put into our Sage CRM instance and, when appropriate, we create an opportunity to track their progress. The video below outlines how My CRM Manager tracks these companies and communicates their progress to others.

New companies that approach us typically come in 2 forms: (a) walk-ons who approach us directly, and (b) companies we are being introduced to by either a Sage partner or by Sage themselves.  For more information on how My CRM Manager works with other partners in the Sage community, please go to this article